tax pros file 54% of season’s returns
refunds down over 7 percent.
by beth bellor
卡塔尔世界杯常规比赛时间 research
surveys & research
family business needs real advisors
can you be more than just an accountant? 
discover today’s best strategies for advisory services
join the 10-minute survey. get the results.
launch the advisory services success survey here
by donny shimamoto, cpa, citp, cgma
center for accounting transformation
the world of accounting is more than just crunching numbers and balancing the books. for those who have chosen this profession, there is a calling to be more than just an accountant. the calling is to be a trusted advisor, to be someone who is impactful and rewarding, and to be a problem solver.
more: the future of accounting: a vision of trust, clarity, and hope | donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa “cpa” firms?
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one of the most meaningful transformations that accountants can bring about is with family-owned businesses. these businesses often face unique challenges that can be difficult to navigate. as trusted advisors, accountants and cpas can help provide guidance on stabilizing cash flow, transitioning the business to the next generation, and even having difficult conversations with family members who may not be equipped to run the business.
accountants raise alarms on small business outlook
the avalara accountants confidence report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs.
avalara, inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, released a new survey of over 500 main street accountants representing more than 100,000 small businesses.
survey responses revealed that looming economic headwinds could create challenges for small businesses in the next 12–18 months. the survey, conducted during the 2023 tax season, shows that accountants believe small businesses will face challenges in accessing fresh capital, increasing profits, managing payroll costs, weathering supply chain difficulties, and hiring new staff.
get the instant download here:
the avalara accountants confidence report
the 2023 avalara accountants confidence report, produced in conjunction with 卡塔尔世界杯常规比赛时间, queried trusted advisors with clear insights into the financial health of small business clients. the report measures accountants’ attitudes and outlook on a variety of pressing issues, leading with sentiment on the health of small business clients, and providing a read on the national economy and the state of smaller accounting practices. accountants were surveyed as they combed through business clients’ financials and prepared their tax returns.
[survey] how trusted advisors transform businesses
be at the forefront of a business revolution.
discover today’s best strategies for advisory services
join the 10-minute survey. get the results.
launch the advisory services success survey here
donny shimamoto, cpa, citp, cgma
center for accounting transformation
imagine this: you’ve just started your dream business. the entrepreneurial fire is burning bright within you, and you’re filled with ambition, passion, and excitement. but then, reality hits, and you find yourself overwhelmed by the financial complexities, growing pains, and myriad questions that come with running a business. who do you turn to for help? who can you trust to lead you down the path of success?
more: donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa “cpa” firms?
enter the trusted advisor – a new breed of accountant and cpa who does more than just crunch numbers and fill out tax forms. these advisors are game-changers, and they are redefining the way businesses operate and grow.
the future of accounting: a vision of trust, clarity, and hope
let’s own the unknown.
donny shimamoto, cpa, citp, cgma
center for accounting transformation
in a world where trust and integrity are more valuable than ever, the accounting profession stands tall as a beacon of hope. it’s a field where ethics and client interests reign supreme, and these core values set accountants apart from other business consultants. but the future of accounting is evolving, and as we embrace this change, we must not betray the very trust that forms the foundation of our profession.
more: donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa “cpa” firms?
the future of accounting is about more than just crunching numbers and balancing books. it’s about transforming the role of accountants into business service providers, offering comprehensive solutions that go beyond the traditional realm of accounting. it’s about helping clients find peace of mind, vision, clarity, and hope in the face of uncertainty.