today's features

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 on the flip side, ignoring tech or using outdated tools can hold you back, limit your growth and eat away at your time.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.
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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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irs phone stats improve—unless you’re a tax pro

what “priority service”? only 61 percent of practitioner calls get through.

irs phone line
level of service
accounts management
87%
practitioner priority service
61%
installment agreement / balance due
35%
identity theft
29%
critical support lines remain overwhelmed.

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service reports significant improvements in its phone service, but the gains mask critical shortfalls in other high-demand lines, frustrating taxpayers and practitioners alike.

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

despite improvements in certain areas, such as the accounts management lines achieving an 87 percent level of service with average wait times dropping to 3 minutes, other critical lines experienced significantly lower service levels. for instance, the identity theft line had an los of just 29 percent, and the installment agreement/balance due line stood at 35 percent.

however, performance plummets for other phone lines. the level of service on the identity theft line was just 29 percent, and on the installment agreement/balance due line, it was 35 percent.

the practitioner priority service line, heavily used by professionals, managed just 61 percent, well below the standard for acceptable support.

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how to create client personas

they’ll help you build service packages.

by jody padar
radical pricing – by the radical cpa

one drawback of the hourly pricing model is its one-size-fits-all nature. every client is charged the same rates per hour, with the only difference being the number of hours each uses.

but the world isn’t made up of identical people working in identical businesses and driving identical cars to and from their identical homes. thank goodness!

more by jody padar
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clients are as different as you or me, but we can group them into buckets called personas based on shared values or traits. in a client-centric firm, it helps to understand these basic personas so you can more efficiently meet each client’s needs. you probably have a handful of personas in your firm right now. you just haven’t seen them as a grouping because, in your bill-by-the-hour model, it doesn’t matter who they are.
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hannah munro: real reasons change fails | accounting influencers

from unclear goals to digital missteps, this episode outlines what it takes to transform with confidence.

this was originally published april 19, 2025.
sponsored by “max: maximize productivity, profitability, and client retention,” by august j. aquila  – see today’s special offer

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accounting influencers
with rob brown

change isn’t slowing down. it’s speeding up. and according to hannah munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event.

in this episode of accounting influencers, munro—managing director of itas solutions and host of the cfo 4.0 podcast—discusses driving successful change in accounting and finance. she dives into why so many transformation initiatives fail and outlines a smarter path forward for firms looking to adapt, evolve, and thrive.

“the pace of change is accelerating,” munro explains. “that volatility and uncertainty are forcing finance professionals to elevate their role.”

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ten ways to hold partners accountable

man, woman, man having serious discussion around conference table

making partner doesn’t mean it’s time to kick back.

by marc rosenberg
the rosenberg practice management library

partner accountability addresses what is expected of each partner, how partners will be managed so that expectations are met and what the consequences will be for failure to meet these expectations.

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

 

we have interviewed hundreds of partners on partner accountability. we frequently ask them if they would like the firm to have partner accountability. a response we often get is a derivation of: “yes, i’m all for partner accountability (long pause …) as long as it doesn’t affect me!”

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‘kryptonite:’ irs buried under 8 million paper returns

2025 season leaves 8.2 million unprocessed returns and a backlog of 750,000 correspondence cases.

return type
scanned by april 18
form 1040
~1%
form 940
~9%
form 941
~13.5%
far behind digital processing goals.

by 卡塔尔世界杯常规比赛时间 research

despite modernization efforts, the irs is drowning in paper, which the national taxpayer advocate calls the agency’s “kryptonite.”

more taxbrace 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 doingaccountants reporting a pretty good yeartax season faceplant: accountants overrun by late chaos

during the 2025 filing season, the irs scanned fewer than 1 percent of paper-filed forms 1040, falling drastically short of its paperless processing initiative goals. this continuing reliance on paper adds months to the processing cycle. in addition to return delays, it clogs the system for identity theft resolution, amended returns, and refund claims, each requiring manual review. for tax professionals, the paper problem means longer timelines, more uncertainty, and higher support costs.

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who has your loyalty? your firm or your clients?

silence might be the best approach.

by martin bissett
passport to partnership

ask yourself and answer these questions when considering the current and future “commitment” behaviors that you’ll employ.

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

 

1 – what is my first reaction to being asked to work outside of my normal hours?

2 – how well do i understand the history and ethos of this firm and do i appreciate what the current partners have had to do to get this firm to where it can afford to pay me today?
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chris vanover: audit, now with 100% less misery | the disruptors

cpaclub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck.

originally published oct. 4, 2023.

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see the disruptors

the disruptors
with liz farr

public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. chris vanover, cpa, founder and president of cpaclub (formerly auditclub), is here to challenge that status quo. in this episode of the disruptors, vanover shares how he’s rebuilding audit from the ground up—ditching billable hours, crushing burnout, and making accounting cool (and flexible) again.

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

more streaming: erica goode: build a $200k firm in 15 hours a weekrandy crabtree: live at the intersection of passion & skillmcclelland 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 |

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

and the transformation doesn’t stop with audit. cpaclub has expanded into tax and advisory, now offering a broader array of subscription-based solutions for cpa firms.

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private equity update: 53 deals, $98 billion valuations [updated]

dealflow timeline, 2020-2025: top trends, benchmarks, transactions

by 卡塔尔世界杯常规比赛时间 research
cornerstone report

卡塔尔世界杯常规比赛时间 research is tracking over 53 significant pe-related transactions and firm mergers from 2020 through mid-2025, with 25 deals this year alone.

more private equity | more 卡塔尔世界杯常规比赛时间 cornerstone reports here

pe has poured at least $28.7 billion in new capital into cpa firms over the last six years, according to a 卡塔尔世界杯常规比赛时间 research estimate. with $13 billion in trackable firm revenues, 卡塔尔世界杯常规比赛时间 puts a valuation on the firms at a collective $98 billion. 

by comparison, the entire tax, accounting, bookkeeping, payroll, and cpa firm sector in the u.s. grosses about $125 billion a year. if you’re looking at only the $28 billion invested, and you exclude the big four, that’s more than six times the annual revenue of the next 96 firms, and half the revenue of the non-big four top 500 firms. read more →

can aicpa ceo koziel deliver what cpas want?

koziel says to look beyond the cpa for new answers.

koziel: ‘with the variety of skill sets needed in a growing practice, looking outside of those letters seems necessary.’

by seth fineberg
at large

one thing that’s clear from the annual aicpa & cima engage conference (arguably the largest in the profession) is that the association’s new leader, mark koziel, has much on his plate.

more mark koziel: mark koziel: the future of the professionopportunity awaits incoming aicpa ceokoziel to succeed melancon as aicpa ceo

for years, the cpa brand, its value, and the profession it stands for have been challenged, to say the least. in his first year as the institute’s leader, its membership made its needs abundantly clear to him. more importantly, it appears there is much support behind him to see that they are addressed.

to be fair, it is not on one person or one institutional body to fix all of the profession’s issues. but advocating and addressing the most glaring challenges, especially given membership fees and the seemingly long-standing fact that approximately half of those who hold the cpa credential are either not aicpa members or don’t necessarily support what they do, is no small task. this is where koziel, a long-standing member, small-firm advocate, and head of the allinial global firm association, can shine.

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mounting delays undermine public trust in irs refund process

get ready for more unhappy clients and tougher conversations.

identity theft victim assistance (idtva) workload
pending idtva cases 387,000
average resolution time 602 days
percent of affected taxpayers below 250% of federal poverty line 69%
pending cases and processing delays stress hundreds of thousands of taxpayers financially.

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is taking an average of 20 months to resolve identity theft cases, leaving hundreds of thousands of taxpayers in financial limbo, disproportionately harming low-income households and straining the resources of cpa firms and tax professionals.

more taxbrace 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 doingaccountants reporting a pretty good yeartax season faceplant: accountants overrun by late chaos

for tax professionals, the stakes are high and the immediate need is clear: set client expectations, document communication with the irs, and explore hardship cases that might qualify for expedited handling. at the policy level, the delays are fueling calls for funding, automation, and clearer transparency metrics from the irs.

“victims entitled to refunds are waiting nearly two years to receive them,” collins says. “these delays disproportionately affect vulnerable populations dependent on their refunds to meet basic living expenses.”

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