steve yoss: master excel integration and enhance productivity | quick tech talks
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quick tech talk
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cpe today
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maybe the pipeline problem is technology
advances may have had an unintended effect.
by 卡塔尔世界杯常规比赛时间 research
alarms have long been sounding over the dearth of new accounting professionals entering the field. the pipeline of talent running from colleges to entry-level jobs has been trickling just as it needs to gush.
more: what if the staffing shortage is just a myth? | staffing, tech, prices top tax pros’ concerns | five ways to fill the staffing gap | top 10 red flags to watch for in accounting offices | arc | deals 2024: over 100 cpa firm mergers and acquisitions | barry melancon: private equity and the partnership | gear up for growth | does your firm suffer cultural deficiencies? | audit fees continue to climb | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | opportunity awaits incoming aicpa ceo
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since 2015, the number of graduates with accounting majors has been in steep decline. the number of incoming professionals is by no means keeping up with those who are retiring or switching professions. the vectors point toward an imminent crisis in available talent.
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how wealthtech is reshaping the future of holistic advice
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david knoch has 20+ years of high-profile leadership in the financial advice industry. he joined docupace as ceo in april 2020 and has spearheaded the company’s strategic transformation – marked by double-digit revenue growth, product/capability expansion, multiple acquisitions and numerous industry accolades. |
five key areas where firms can make inroads; three areas in which wealthtech has a disproportionate impact.
by david knoch and ryan george
the holistic guide to wealth management
leveraging the power of technology has never been more accessible, or more important, for wealth management firms. as client priorities and goals shift, old delivery models and outdated tools are no longer enough to keep up in the current market.
so how does a wealth management firm differentiate itself? they lean toward technology and embrace the right wealthtech solutions to deliver holistic advice.
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ryan george is the chief marketing officer at docupace and a leader in both financial services and marketing communications. he is a member of the forbes communications council, an invitation-only, fee-based organization of senior-level communications and public relations executives and the cmo council. |
more: seven tech keys to a holistic service model | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | tsunami of m&a, pe is disrupting the accounting profession | how wealth management has evolved | introducing you to a fulfilling return on relationships
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read on as we break down the context, problems and solutions of wealthtech in the financial services space.
why wealthtech?
the last few years have brought a world of change to the financial advice and investment industry. between volatile markets, shifting client demands and an ever-growing technology landscape, the entire wealth management ecosystem is evolving.
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mark fritz: leadership lessons for today | accounting influencers
“you don’t get to choose the leader you need to be. your people tell you who you need to be to get the best out of them.”
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
accounting influencers
with rob brown
leadership is in the spotlight like never before. in a recent episode of the accounting influencers podcast, global leadership expert mark fritz shares his insights on how leaders can navigate today’s complex environment. fritz emphasizes that the core principles of leadership remain timeless, but their application must adapt to the rapidly changing demands of the modern world.
drawing from his early career implementing enterprise systems globally, fritz highlights how his international experience shaped his understanding of business operations and leadership dynamics. “the principles of leadership are universal,” he explains. “but the key is adapting them to the specific needs of your people.”
fritz underscores that effective leaders must evolve based on the situation. “your people tell you who you need to be to get the best out of them,” he notes, stressing the importance of flexibility and understanding diverse team dynamics.
irs sluggish on identity theft
and slow isn’t all that’s wrong.
by 卡塔尔世界杯常规比赛时间 research
victims of identity theft suffer plenty enough without the irs making a rotten situation worse.
but that’s what’s been happening.
more: check these 41 items on business tax returns | irs must speed up tax return processing | first tax filing reports are in | cut down your tax work in progress | steve yoss: unlocking business insight with power bis | quick tax tip | more than 1 million erc claims still not processed | art werner: the godfather and tax issues | quick tax tip | advanced tax preparers need managing, too | the top ten problems the irs still needs to fix
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the national taxpayers advocate’s 2024 annual report to congress says, “these victims are still experiencing unconscionable delays waiting for the irs to process their returns and pay their refunds with no immediate resolution in sight.”
congressional concerns
how unconscionable? how about an average of 556 days – nearly 19 months – to process a case and issue a refund?
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where to find profits in client accounting services
five proven methods.
by hitendra patil
client accounting services: the definitive success guide
tim allen: serendipitous specialization leads to success | gear up for growth
full commitment is critical in niche accounting.
gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
tax preparers share advice for your clients
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
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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student turns tables on thought leaders | arc
student asks questions future cpas and business leaders need answered.
accounting arc
with liz mason, byron patrick, and donny shimamoto
introducing special guest arpan grewal
center for accounting transformation
bissett bullet: who is malcolm bishop?
today’s bissett bullet: “i have received calls, emails and proposals in several different names. malcolm bishop is but one example.”
by martin bissett
see more bissett bullets here
what if the staffing shortage is just a myth?
maybe the world just doen’t need as many accountants as we’ve thought?
by 卡塔尔世界杯常规比赛时间 research
use kpis to measure success
don’t just think you’re doing great; quantify it.
by jody padar
radical pricing – by the radical cpa
you’re well on your way to having a client-centric firm with up-front and value pricing. the next step is to determine your key performance indicators (kpis) and verify if those indicators make sense for your new firm.
more by jody padar
exclusively for pro members. log in here or 2022世界杯足球排名 today.
to set your new kpis, you need to think about what’s important to your firm, your employees and your clients. develop them around specific firm values.
as you move through this pricing evolution, you’ll start to see your firm as a for-profit company in the professional services space. your new kpis should look at your team through the eyes of people who work at the firm as well as those who will value your services.
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