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featured

2019: tech isn’t the problem. it’s the solution

dobek
dobek

sarah dobek foresees new leaders, new services, new clients.

by rick telberg
the rosenberg survey: national study of cpa firm statistics

it may seem too obvious to bother mentioning, but the accounting industry, from audit firms to tax prep to corporate finance, is in the process of transition. but too many managers think that just means technological transition.

more from the map survey: 2019: more focused training | 2019: expect more alliances | 2019 trends: client service changes | 2019: shifts in hiring & office space | 2019: firms grapple with change | staff policies improve, but not mentoring
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technology may be behind a lot of the transition, but technology itself is not the transition. it’s the enabler of transition.

sarah dobek, president and founder of inovautus consulting, has identified numerous interwoven transitions in process, some already peaked and passing, others coming down the pike.

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outlook & analysis

economy shakes cpa confidence

cpa outlook index (aicpa)

but they expect better for their own firms.

by kayleigh padar
卡塔尔世界杯常规比赛时间

trade wars and interest rate trends are undermining accountants’ confidence in the u.s. economy, even as their outlook for their own firms strengthens, according to a new survey of 400 c-level cpas.

more surveys & research: jobs report: 43,000 new hires  |  cpa wealth advisor survey  |  survey: clients rush for tcja answers  |  join the accounting firm and operations technology survey  |  mergers vs. clients: winners and losers  |

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only 57 percent said they were optimistic about the u.s. economy over the next 12 months, down from 69 percent in the previous quarter. cpas cite trade issues and rising interest rates as the main reasons for their pessimism. read more →

outlook & analysis

cpa wealth advisor survey

early results show double-digit growth. by 卡塔尔世界杯常规比赛时间 research the financial awareness foundation has teamed up with hb publishing & marketing company, llc and other financial associations to gauge the sentiment of independent financial planning and wealth advisory firms after the first two years of the trump presidency.
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featured

30 things dumb firms do

businessman with his head on backwardstop consultants list the stupid stuff.

by rick telberg
the rosenberg survey

in the wealth of information in the 2018 rosenberg survey, the leading national compendium of financial and operating statistics for cpa firms, a host of consultants points out some of the things they see cpa firms doing right and wrong.

also: 29 things smart firms do
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some of the wrongs. read more →

busy season management

survey: clients rush for tcja answers

iceberg ahead: tax hazards hidden below the surface.

8 good reasons to call every client for a year-end review.

by rick telberg
卡塔尔世界杯常规比赛时间

thanks to the tax cuts & jobs act, the 2018 tax year has been unlike any other. cpas and tax preparers have been busy helping clients make, or think about making, a new menu of possible adjustments to their financial plans.

the questions started coming in even before the act was passed into law, and they haven’t stopped. in fact, as the end of the year approaches, the pleas for counsel are accelerating, according to a new survey.

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