today's features

cpa firm ownership under fire | arc

as private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

when new york passed the first cpa licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. more than a century later, that mandate is at the heart of a heated debate about who should be allowed to own cpa firms.

more accounting arc: walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix it |your identity is not a liabilitywhat happens in vegas… gets reported on a tax returnburnout, be gone: accounting needs a boundary breakthroughthe ultimate business hack you’re probably ignoringresilience, real talk, and the road to mental wellnessblockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service

in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, explore the evolution of firm ownership rules and their implications for the profession.

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thirteen reasons why accounting firms merge

executive woman and man in business meeting

check your motivation, then create your strategy.

by marc rosenberg
cpa firm mergers: your complete guide

why do firms merge?

whether you’re looking to acquire a smaller firm, merge upward into a larger one or join forces with an equal, answering this basic question honestly and objectively is key to laying the groundwork for a successful merger.

more by marc rosenberg
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in the chart below, the main reasons that firms seek mergers are listed. some of these objectives will benefit all parties across the board, while others provide the greatest advantage to one or the other of the merger partners based on their unique situation.
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werner: retain talent and reduce taxes | quick tax tip

the pfml federal tax credit is no longer temporary. here’s how to claim it, avoid pitfalls, and support your workforce.

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quick tax tip
with art werner
cpe today

if you’ve been taking advantage of the federal paid family and medical leave (pfml) credit, here’s some good news: it’s no longer set to expire. thanks to recent legislation, the enhancement of this credit is now permanent—a significant win for employers who want to support their staff without taking a major financial hit.

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catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.

in the latest quick tax tip episode, tax expert art werner breaks down exactly what this means for your business, how you can qualify, and the rules you must follow to keep this benefit in play.

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baker: find true purpose to end burnout | the disruptors

cpas can help guide four types of client transformation – and break through their own listlessness.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

ron baker has been pushing accountants to change how they think and how they operate their businesses for decades, starting more than 20 years ago by ditching the timesheet, and followed recently by adopting a subscription approach to services. now that more than half of cas firms have abandoned hourly billing, according to the latest cpa.com cas benchmark survey, it’s time for accountants to move from providing services to guiding transformations.    

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: brolin: the w.i.n. leadership formulagertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it erica goode: build a $200k firm in 15hrs/weekrandy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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baker’s latest endeavor with co-founder ed kless, threshold, aims to support accountants and other professionals in moving into the transformation economy. threshold is a membership community where professionals can receive guidance, attend meetings and webinars, and learn from each other.  

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yoss: let qbo handle repetition | quick tech talk

automate common workflows, ensure accuracy, and free your time for higher-value work.

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quick tech talk
with steve yoss
cpe today

for years, quickbooks online (qbo) has been a go-to accounting platform for small and midsized businesses. now, its advanced edition takes efficiency to a whole new level by introducing robust workflow automation features designed to eliminate repetitive tasks and keep financial professionals focused on what matters most.

more steve yoss here | more tech

imagine never having to manually send invoice reminders, route approvals, or post recurring journal entries again. with qbo advanced, automation handles it for you. the platform now offers:

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