surveys & research

tax preparers share advice for your clients

by

man and woman at table in client meeting

help them prepare for what’s to come.

join the busy season barometer. get the results.

by 卡塔尔世界杯常规比赛时间 research

accountants sound worried. when the 2025 busy season barometer survey asked if anyone had advice on how small businesses should prepare for the next 12-18 months, almost half took the time to respond.

more barometer: staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season
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here’s a list of some of the more meaningful responses. which would apply to your clients? which should you share with them?

___ figure out which labor-intensive functions they can automate asap. (andrew schwartz)

___ take advantage of near-term opportunities with post-tax cuts and jobs act legislation (as they become clearer) and provide services/planning for more probable changes in taxes/economy for 3-5 year, 5-10 year and 10 year+ timeframes. (anthony aleta) read more →

the single biggest key to firm success

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man looking at five giant keys on the ground

plus the three stages of evolution.

by marc rosenberg
the rosenberg practice management library

“wisdom is the reward you get for a lifetime of listening when you’d have preferred to talk.” – doug larson

when i began my cpa consulting career, our industry used one word – management – to describe similar but different terms: management of the firm, leadership and governance. but our profession has grown more sophisticated. today, firms understand the important differences between these three terms:

more by marc rosenberg
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management: the execution of strategies, decisions, policies and procedures to operate the firm. this includes implementation of strategies and goals, planning, managing people and improving their performance, holding them accountable and ensuring continuous increases in growth and profitability. management is the process of making sure everyone knows what to do and managing them to make sure it gets done. my thanks to charles hylan, cpa, a partner of st. louis-based the growth partnership, for the bulk of this paragraph.
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