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client accounting services

870 pages, simplified | the concierge cpa

obbb affects every income tier—and tax advisors are urged to act now.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in the latest episode of the concierge cpa, jackie meyer, a nationally recognized tax strategist, and dave lukas, ceo of taxplaniq, walk through the most significant provisions of the new law. the hosts emphasize that while the changes add complexity, they also create what meyer calls “a once-in-a-generation opportunity for accountants to step up as trusted advisors.”

more jackie meyer

one of the biggest wins for business owners is the permanent return of 100% bonus depreciation. companies can immediately expense the full cost of qualifying assets—including used property—placed in service after jan. 19, 2025. “timing matters more than ever,” meyer stresses, urging cpas to model scenarios carefully to avoid unintended consequences with qualified business income (qbi) deductions.

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leadership

your strategic plan requires specific tactics

overhead view of five people in a meeting

accountability is crucial.

by domenick j. esposito
8 steps to great

once you know where you want to go and when you want to get there, the next step requires you to develop the tactics or steps on how you and your partners are going to get there.

more by domenick j. esposito
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

let’s take an example. assume, for purposes of illustration, that your strategic plan and your firmwide balanced scorecard indicate that you will elect a new ceo in the next year or two.
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charts & graphs

cpa pricing power falters as salaries march upward

the tax and accounting sector shows signs of accelerating change.

by 卡塔尔世界杯常规比赛时间

salaries at cpa firms are entering their second year of marked year-over-year gains, even as billing rate increases remain few and far between, according to a new analysis by 卡塔尔世界杯常规比赛时间.

more: most tax and accounting firms are relying on pay raises in a losing battle for talent | higher wages, fewer jobs: a new era for cpa staffing | struggling to keep up with market salaries? |

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

an industry that once seemed stable and predictable is now anything but. some can call it a transformation. for others, it’s a massive dislocation.

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advisory & consulting

understand clients’ relationship with money

businessman tightly holding briefcase with dollar sign on it

start with which of four “money scripts” they follow.

by rory henry
the holistic guide to wealth management

joy lere psy.d., licensed clinical psychologist and co-founder of shaping wealth, a learning platform transforming the human experience of money, told me on my podcast that she was amazed by how often money was the cause of her clients’ anxiety and unhappiness. research confirms this phenomenon.

more: from services to experiences to transformations | how behavioral finance works | manage change through a pact | priority no. 1: your mental and physical health | build stronger financial futures with health care planning | marketing strategies for wealth management services | trust is the primary ingredient | use goodwill to maximize exit readiness | an accountant’s role in exit planning | how to prepare your clients’ kids for their inheritance | a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | annuities and insurance growing more attractive | bridge the advice gap for better financial futures
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

according to the american psychological association (apa), money has consistently topped americans’ list of stressors ever since the first stress in america survey was conducted in 2007. according to the apa:

  • 72 percent of adults report feeling stressed about money at least some of the time
  • 22 percent reported feeling “extreme stress” about money at some point during the past month
  • 26 percent of adults report feeling stressed about money most or all of the time

it shouldn’t be this way and this is where financial advisors can be a huge help.
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