surveys & research

how to transform your team into trusted advisors

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woman ladder binoculars city view outlook vision success climb adobestock_57204649.jpegare you looking in the wrong place?

the smartest route to advisory:
join the survey. get the roadmap

or scan this:

launch survey

by donny shimamoto, cpa, citp, cgma
the center for accounting transformation

there’s a secret lurking in the depths of the public accounting world. a hidden treasure, a powerful weapon that can catapult your firm to new heights of success. it’s called “advisory services.” and yet, despite its immense potential, many firms are not yet experiencing its transformative power. why? because they’re looking in the wrong place.

more donny shimamoto:  how trusted advisors transform businesses | 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?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

the truth is, advisory services are not just about technical skills and compliance knowledge. it’s a whole different game. and if you want to play and win, you need to invest in your team’s development and give them the tools they need to become trusted advisors.
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accounting jobs up 4% for year

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payroll services up over 7 percent.

by beth bellor
卡塔尔世界杯常规比赛时间 research

employment in the accounting profession continues to climb, according to the most recent federal jobs data. new highs were set in

  • employment overall and for staff, cpa firm staff, payroll, payroll staff, bookkeeping and women
  • earnings overall and for staff, and for payroll staff

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

total nonfarm payroll employment rose by 339,000 in may, with the unemployment rate ticking up by 0.3 percentage point to 3.7 percent. the professional and business services sector added 64,000 jobs, similar to april.
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cpas warn small businesses to beware

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bonus: how do you rate your firm? how does that compare?

by 卡塔尔世界杯常规比赛时间 research

cpas are getting increasingly worried about the economy and its impact on small businesses, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.

more: clientele and revenues rising, but … | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

even though inflation’s lessened substantially, supply chains are getting back in order and just about everybody who wants a job has a job, respondents to the survey are more pessimistic in the warm sunshine than in the dark days of late winter.
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family business needs real advisors

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can you be more than just an accountant? //www.g005e.com/2023/05/21/advisory-work-for-family-businesses/

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?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

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.

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accountants raise alarms on small business outlook

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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.

looking ahead 12-18 months, accountants expect increasingly acute hardships, led by problems in accessing fresh capital, hiring, and managing labor costs. but new technology and automation could help cushion the pain for some.
https://cpa.click/smb23outlook
click to download (pdf 19 pages)

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.

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[survey] how trusted advisors transform businesses

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join the survey. get the results.

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?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

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.

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the future of accounting: a vision of trust, clarity, and hope

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//www.g005e.com/2023/05/08/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?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

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.

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pros end tax season filing 53% of returns

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in sheer numbers, they fared the same as last year.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the april 18 deadline for individual income tax returns came and went, leaving a scattering of negative figures in its wake. the largest ones had dollar signs attached: average refunds down nearly 9 percent, total refunds down 11 percent.

more: tax refunds down 8 percent | pros filing 54% of individual tax returns | average tax refunds down 10% | tax pro e-filings up 3% | pros handle 45% of income tax returns | only 39% of tax returns filed by pros | tax season opens with refunds up 85%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the internal revenue service received 137.1 million returns, down 1.3 percent from 2022, according to data released for the week ending april 21. it processed 134.7 million returns, up 0.7 percent – the only positive in our report.
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pros filing 54% of individual tax returns

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data tabletotal refunds down 10 percent.

by beth bellor
卡塔尔世界杯常规比赛时间 research

with 11 days to go in the tax season, the internal revenue service was seeing red. only two of its weekly data points were on the plus side, and those at less than 1 percent.

more: average tax refunds down 10% | tax pro e-filings up 3% | pros handle 45% of income tax returns | irs processing returns as fast as it gets them | only 39% of tax returns filed by pros | tax season opens with refunds up 85%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the irs received 101.3 million individual income tax returns as of april 7, the latest data available. that’s down 1.9 percent from the same period in 2022.
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clientele and revenues rising, but …

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… is expansion cutting into profits?

by 卡塔尔世界杯常规比赛时间 research

client rosters, revenue and profits all seem to be rising, according to the 卡塔尔世界杯常规比赛时间 busy season barometer – and rising more than expected.

more: should tax preparers be certified competent? | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most impressive, and curious, is the radical rise in numbers of clients. for 22 percent of respondents, clientele has expanded by more than 10 percent. another 43 percent have seen increases of 5 to 10 percent. only 13 percent have seen any significant decrease.
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