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growth strategies

rick dreher innovates wipfli for clients, younger workers

dreher
dreher

‘clients have budgets, and it’s part of our responsibility to deliver a high-quality, value-add solution within those budgets.’

by 卡塔尔世界杯常规比赛时间 staff

the cpa profession faces a crossroads at which firms will have to make some fundamental changes in their dealings with clients and staff, according to rick dreher, managing partner and chairman of wipfli.

wipfli logomore from the corner office: how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies | exclusively for pro members. log in here or 2022世界杯足球排名 today.

wipfli is a milwaukee-based accounting and consulting that generated $203.2 million in revenues for the 12 months ended may 2015. it ranks among the top firms in the nation at $181 million in revenue.
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growth strategies

how blain heckaman drives value at kaufman rossin

blain heckaman
blain heckaman, managing principal, kaufman rossin

‘beyond compliance to actionable insight and forward-thinking solutions.’

by 卡塔尔世界杯常规比赛时间 staff

the ever-increasing commoditization of traditional services such as tax preparation, accounting and audit makes it crucial for accounting firms to discover methods for increasing the value they bring clients, according to blain heckaman, managing principal at kaufman rossin cpas in miami.

more from the corner office: weisermazars mp blake charts u.s. expansion  |  frank longobardi: cohnreznick’s battle for top talent  | the robo-cpa: jim sikich prepares for disruptive technologies  |  exclusively for pro members. login here or upgrade to pro today.

“accounting firms need to think beyond compliance to provide actionable insight and forward-thinking solutions to clients,” says heckaman, who joined kaufman rossin in 1984 and was named managing principal in 2012. james kaufman, one of the founders, remains ceo. the company’s $73.9 million in revenue last year ranks it among the nation’s top 100 firms.

kaufman rossin logokaufman rossin is beefing up its ability to add value for clients by increasing its expertise in its client industries and adding new services. in march, for example, it became an implementer and consultant for intacct, the cloud-based accounting and enterprise resource planning application.

kaufman rossin also offers consulting on intuit quickbooks, designed for businesses that generally would be considered smaller than the small and mid-sized businesses that use intacct. by adding intacct, the firm can offer its quickbooks clients an optional application to transition to as their operations grow. read more →

outlook & analysis

women gain jobs, payroll up and down

cpatrendlines jobs report tiltoverall industry employment continues to rise.

who’s hiring; who’s firing.
join the survey; get the answers

by 卡塔尔世界杯常规比赛时间

women are outpacing men as new hires in the tax and accounting industry today, according to new 卡塔尔世界杯常规比赛时间 research.

female headcounts are advancing at annualized rates of 5.5 percent in overall employment, 7.3 percent at cpa firms, and 10.6 percent in payroll services, according to 卡塔尔世界杯常规比赛时间 research.

at the same time, payroll is emerging as one of the most volatile sectors, with staff up 7.5 percent in the latest month, while wages dropped 8.8 percent year-on-year.

in metairie, la., a source at a three-partner partner firm reports they are looking for a cpa with the right “mix of technical skills and communication skills.”  “it’s very important to be able to communicate issues with both management and clients,” the source tells 卡塔尔世界杯常规比赛时间. at the same time, work at the firm has its challenges. “although we strive to give clients the best service possible, it is sometimes to the detriment of our work/life balance.”

at a 12-partner cpa firm with offices scattered across colorado, 卡塔尔世界杯常规比赛时间 hears from an insider that they are seeking to promote from within. “we are cultivating staff-level employees because we need middle managers and supervisors who already have some experience.”

in the rest of this report, 卡塔尔世界杯常规比赛时间 delves into:

  • current hiring trends in each of the bookkeeping, payroll, tax, and cpa segments of the industry.
  • average hourly wages for key segments.
  • typical hours worked per week.
  • and trends concerning women in the accounting workforce.

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busy season management

busy season 2016: topline survey results

click for download
click for download

top trends, metrics, benchmarks, and lessons learned.

by rick telberg
卡塔尔世界杯常规比赛时间

for most cpas, this year’s busy season may have been a marked improvement from last year’s, but that doesn’t mean savvy practitioners aren’t already learning new lessons and honing operations for next year. indeed, 卡塔尔世界杯常规比赛时间 research consistently shows that the biggest single factor determining busy season outcomes for cpas is how they spend their so-called off-season. many cpas, understandably, want to forget about their last busy season, enjoy the rest of the year, and work on other projects. but those cpas who seriously study the people, processes and outcomes of their last busy season, and start applying the lessons early, consistently report year-over-year advances in client rolls, fee income, and profitability. and 2016, although considerably better for most professionals than 2015, still has many lessons to teach.

click here for the full report, including the bonus 37-item checklist for planning a better season (pdf 18 pages)

pro member exclusive

tax filing season 2016 ends on positive notes

chart of irs statistics for week ending april 22, 2016.
[click for larger image]
pros handled 58 percent of e-filings.

by 卡塔尔世界杯常规比赛时间

after weeks of falling statistics, the 2016 filing season closed on positives in every category but one – the profession’s market share slipped another percentage point this year.

more on tax season: most tax season filing stats down | tax pros preparing 58 percent of e-filings | tax filing trends remain steady | refunds top $200 billion mark | tax filings, processing remain slower | pros lose ground in e-filing | tax questions up, filings down

there were 136.53 million individual income tax returns filed by april 22, with the april 18 deadline falling within that week. the total returns received were up 1.7 percent from 2015. total returns processed numbered 129.46 million, up 0.9 percent. that puts the processing rate to date at 94.8 percent.

e-filing receipts totaled 122.55 million, up 2.6 percent. tax professionals prepared 70.86 million, up 0.5 percent, and 51.68 million were self-prepared, up 5.7 percent.

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