today's features

ellison-taylor: small firms’ fix for talent crisis | gear up for growth

they’re not leaving the firm. they’re leaving you.

originally published jan. 10, 2025.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

what’s driving talent out of accounting firms? according to kimberly ellison-taylor, cpa, cgma, citp, cisa, everything from outdated leadership to untold success stories is pushing promising professionals away. in this episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, host jean caragher sits down with the powerhouse behind ket solutions to explore how the profession can—and must—change to attract and retain the next generation.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth more capstone conversations with jean caragher | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

ellison-taylor, former chair of both the aicpa and the maryland association of cpas, started her journey into accounting as a third grader inspired by a career-day presentation. that spark led to decades of leadership—and now, a mission to transform the narrative around what it means to be a cpa.

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five million irs refunds delayed by staff cuts

still, better than 21 million in 2022 pandemic.

by 卡塔尔世界杯常规比赛时间 research

2025 filing season by the numbers
individual returns received 140.6 million
refunds issued 86.1 million
total refund dollars $253 billion
average refund $2,942

issuing $49 billion more in refunds than last year, the internal revenue service processed over $253 billion in refunds during the 2025 filing season, with 86.1 million refunds issued and an average check of $2,942, according to the national taxpayer advocate’s 2026 objectives report to congress.

more irs | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill |irs’s big annual report: already out of date as agency grapples with chaos and cutsbusy season barometer stats: who’s responding and how they’re doing | tax season faceplant: accountants overrun by late chaos

in 2022, the irs faced a substantial backlog, with over 21 million delayed refunds, primarily due to pandemic-related challenges and a surge in paper filings. by 2023, improvements in processing systems and staffing helped reduce the backlog to approximately 1.9 million delayed refunds. however, in 2025, delayed refunds rose again to over 5 million, slowed by headline-making staff cuts and an uptick in identity theft cases requiring additional verification.

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leverage technology for growth

how to make your tech stack work for you.

by jackie meyer

we have discussed how solid systems and processes can streamline your operations and boost efficiency. now, it’s time to delve into the specific technologies and software that can truly transform your advisory practice and propel your growth. we’re going to talk about building your tech stack – the collection of tools that work together to support and automate your workflows.

more: streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

embracing the right technology can elevate your one-person or small firm into a powerhouse that feels much larger. when done right, tech removes drudgery, reduces errors and creates a client experience that’s smooth and modern. on the flip side, ignoring tech or using outdated tools can hold you back, limit your growth and eat away at your time. let’s make sure that doesn’t happen!
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bissett bullet: help them understand

today’s bissett bullet: “we might want to work with a potential client, and see the benefit to them of doing so, but that is immaterial if they themselves don’t understand why.”

by martin bissett

so often i am told by the accounting profession that they just cannot understand why a business did not come on board when it was so obvious as to the benefit to them for doing so.

the reality is, whether we see the necessity or not for a client to work with us, our opinion is irrelevant. the responsibility is incumbent upon us to make sure that the business sees a compelling reason for working together, and make sure that the reason creates a sense of urgency that allows them to give us a decision in our favor.

let’s not fall into the trap of thinking that just because we understand why they should change that the business automatically does too.

today’s to-do:

give thought today to the next meeting you have got coming up in your diary with a potential, or indeed existing, client. make sure you have a way prepared of making the client or prospect understand why working with you is in their best commercial interests.

see more bissett bullets here

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the hidden reason you’re exhausted | arc

discover the link between triggers, burnout, and the power of saying “not right now.”

originally published may 29, 2025.
sponsored by 卡塔尔世界杯常规比赛时间 pro membership. get more. go pro!  – see today’s special offer

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

more arc: analysis, reaction, comedy

let’s be honest: the accounting profession isn’t exactly known for work-life balance. long hours, tax season sprints, and “just one more thing” emails can leave even the most seasoned pros teetering on the edge of burnout.

in this episode of arc, hosts liz mason, cpa; donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma, confront that edge—and explain why healthy boundaries are more than just trendy jargon. they’re essential tools for staying sane, productive, and professionally respected.

more accounting arc: 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 |

“burnout is basically professional depression,” says mason, ceo of high rock accounting. “if you find yourself triggered, angry, or exhausted at work all the time, there’s a good chance your boundaries are being violated—and you might not even realize it.”

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