pro member exclusive

data table

refunds still are the only positives.

by beth bellor

tax season grinds on and the number of returns is about the same as last year, according to the internal revenue service.

more: tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the agency had received 79.6 million individual income tax returns as of march 21 – the latest data available – down 1.1 percent from the same period in 2024. it had processed 78.7 million returns, down 0.7 percent.
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tax returns nearly match 2024 rates

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data table

refunds still are the only positives.

by beth bellor

tax season grinds on and the number of returns is about the same as last year, according to the internal revenue service.

more: tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the agency had received 79.6 million individual income tax returns as of march 21 – the latest data available – down 1.1 percent from the same period in 2024. it had processed 78.7 million returns, down 0.7 percent.
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the accounting comeback: why the profession is bouncing back stronger

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drawing of four people walking up arrow that extends out of computer screen

the profession is gearing up despite the perceived threats of artificial intelligence and outsourcing.

by hitendra patil
client accounting services: the definitive success guide

the accounting profession is securing its future and growing its numbers.

in december 2022, an article in the wall street journal made headlines, stating that over 300,000 auditors and accountants in the u.s. had left the profession. people were all but ready to take stock.

more: twelve years and out: seasoned accountants join the exodus | jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants | student accounting enrollment shows third year of recovery | cornerstone
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after the pandemic’s great resignation wreaked havoc on so many businesses, people were shocked, at least for a second, when this numbers-relevant story broke. it turned out the shock continued well beyond.

at the same time, the number of students majoring in accounting kept dwindling, resulting in a double whammy. accounting has come under scrutiny since then. from an increase in outsourcing/offshoring, the threat of artificial intelligence and a rapidly changing employment market, accounting has been in the hot seat, but not a good one.
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ashley francis: ai’s a partner, not a replacement | the disruptors

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don’t be a vending machine for tax compliance.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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the disruptors
with liz farr

ashley francis wants accountants to value their time and expertise. “i want accountants to stop thinking of themselves as just vending machines for tax knowledge and vending machines for tax compliance,” she says. “i’m not the default. you put a quarter in me, and i’m going to spit out an answer.”

more podcasts and videos: richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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on linkedin, and formerly on twitter, francis is well-known for generously sharing her expertise in trust and estate accounting and taxation, areas in which many accountants lack knowledge. many firms designate someone as the “trust person” simply because they’ve done it once before, but this specialized area requires deep expertise.

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how empowerment boosts your firm and team

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smiling woman standing at end of table, speaking with three seated colleagues

bonus: turn your clients into loyal fans.

by alan anderson, cpa
transforming audit for the future

“if you’re afraid to fail, then you’re probably going to fail.” – kobe bryant

i do a lot of work with firms to help them improve their project management, where everything is color-coded as red, green or yellow, depending on how the project is going. frequently what i initially see is that everything is green for weeks on end, but still no nearer completion.

more by alan anderson
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my instinct tells me that those projects that were green four weeks ago really weren’t green then. but out of fear of retribution, the staff were all afraid to tell the partner that something wasn’t going as well as expected. it takes about three to four weeks before people start being sincere about the job status.
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steve yoss: financial forecasting find | quick tech talk

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predict future cash flows effortlessly with microsoft excel’s forecast ets function.

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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quick tech talk
with steve yoss
cpe today

dive into one of excel’s most powerful yet underutilized tools: the forecast ets function. whether you’re an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate.

more steve yoss here

in fact, forecasting has never been easier than using the forecast ets function.

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new attitudes spell new opportunities in estate planning

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is the american postmortem dream dead or just drifting?

by 卡塔尔世界杯常规比赛时间 research

in an unsettling shift, the old american dream of hard work leading to opportunity and financial advancement is fading into history.

more: what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
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sixty percent of americans are abandoning the traditional value system as younger generations prioritize “personal fulfillment, social impact and even digital legacy over traditional wealth accumulation,” according to trust & will, an online estate planning firm.
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tax advisory: new pathway to financial freedom 

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five kpis to measure success.

portrait of jackie meyer
meyer
 jackie meyer, cpa, ctc, msa, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas. she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo.

by jackie meyer
the holistic guide to wealth management

revenue growth isn’t just a metric; it’s at the heart of financial well-being for financial professionals and their clients. when a firm grows its revenue, the balance sheet isn’t the only thing that benefits. it enables the firm to invest in advanced technologies and education, to offer more comprehensive services, to fulfill philanthropic goals and to attract top-tier talent. expanding revenue also benefits the firm’s clients by availing them of more strategic advice, faster response times and ultimately, a more secure financial future.

more: raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | profile of a modern firm: putting the vision into practice | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | introducing you to a fulfilling return on relationships
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according to an american psychological association’s stress in america survey, money worries and inflation have raised our collective stress to the highest level since 2015. financial stress is detrimental to mental health and leads to higher rates of anxiety, depression and other mental health issues.
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jim bourke: keep your edge | accounting influencers

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“embrace change and keep filling your tool belt with the best technology out there.”

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accounting influencers
with rob brown

jim bourke, a recognized leader in accounting technology and a partner at withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the accounting influencers podcast. with decades of experience advising firms on technology adoption, bourke discusses how artificial intelligence (ai), cloud computing, and regulatory changes are shaping the industry.

“the excitement around technology today is off the charts,” bourke states, highlighting how innovations like chatgpt have reignited enthusiasm for ai in accounting. just a year ago, ai was barely mentioned at major industry conferences. now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.

“ai is not here to take the accountant’s job away,” he clarifies. “it will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”

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encourage desirable behaviors through metrics

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man's hands holding small keyboard with stylized metrics floating above

three leading indicators for your firm to move toward.

by samantha mansfield

the saying, “we manage what we measure” is a phrase we have heard many times, but how often do we reflect on the way we manage those measurements?

more: five ways to head off reluctant leadership | you need capable successors for a seamless transition | generosity: the root of great leadership
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we use measurements and metrics daily in our personal and professional lives to achieve results. we use them to track progress and success, but what we may not realize is how much these measures influence our behaviors. as much as metrics can foster positive actions, they can also create bad ones, or even bad habits.
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matt dixon: how top rainmakers win clients | gear up for growth

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doing great work is no longer enough to ensure client retention.

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. in this gear up for growth episode hosted by jean caragher of capstone marketing, guest matt dixon shares insights from his forthcoming book, “activator advantage: what today’s rainmakers do differently.” dixon, a founding partner of dcm insights and a renowned sales researcher, detailed how top-performing professionals distinguish themselves through proactive engagement and strategic relationship-building.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

dixon’s research, based on a study of nearly 3,000 partners in professional services firms—including accountants, lawyers, and consultants—identifies five distinct business development profiles:

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what millennial managing partners face

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man seated at laptop talking on phone

plus six tips for those aspiring to the role.

by marc rosenberg
the rosenberg practice management library

cpa firm managing partners often serve for long periods of time. a tenure of 20 to 25 years is not uncommon. for managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.

more by marc rosenberg
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when a new managing partner takes over, this presents the firm with tremendous opportunities to change and improve the firm. the worst mistake is for the new managing partner to carry on just like their predecessor.
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talk politics professionally | transformation talks

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“politics affects tax laws, compliance, and financial decisions. we can’t afford to ignore it.”

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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transformation talks
with donny shimamoto
center for accounting transformation

politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. 

more transformation talks

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in this episode of transformation talks, host donny shimamoto, cpa.citp, cgma leads a discussion with brian tankersley, cpa.citp, cgma; ron baker, cpa (inactive), and amy welch, apr, cae, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue. 

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radically change your pricing model: a q&a

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insights on engagement, value, billing and more.

by jody padar
radical pricing – by the radical cpa

what’s your value proposition? if you increase your price, how will it enhance your services?

more by jody padar
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changes of this magnitude come with lots of questions. from pricing models to client pushback to determining value, the following are answers to questions received related to pricing strategies for accounting and advisory services.
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