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debbie kilsheimer: stop thinking small | the disruptors

“too often, we’re stepping over dollars to pick up pennies.”

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the disruptors
with liz farr

by age 25, debbie kilsheimer was already disrupting the traditional accounting mindset. at her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded.

“the smarter i get, the more efficient i become, the less you make,” she told her boss. “i don’t understand that. plus, the clients don’t know what anything will cost—so they’re afraid to call.”

more podcasts and videos: dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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her suggestion to switch to flat-rate pricing was met with disbelief, but she knew she was onto something. two decades later, kilsheimer and her husband, hal, run a million-dollar firm built on premium service, not time sheets.

“i’m going to be starbucks. i’m going to be louis vuitton,” she says. “i’m going to be the most expensive accountant they talk to—and i’m going to deliver on that promise.”

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busy season management

accountants reporting a pretty good year

woman and man in office high-fiving and giving thumbs up

revenue and profit both higher.

by 卡塔尔世界杯常规比赛时间 research

in terms of client lists, revenues and profits, accounting and tax prep firms are reporting a pretty good year – maybe not as good as they expected four or five months ago, but still, not bad.

back in december and january, the early results of the 卡塔尔世界杯常规比赛时间 busy season barometer survey showed respondents somewhat optimistic about their upcoming year.

  • 15 percent expected their client lists to grow by 10 percent or more. another 34 percent were hoping for a growth of 5 to 10 percent.
  • a mere 9 percent were anticipating any kind of decrease in clientele.
  • 41 percent didn’t see much change coming one way or the other.

more barometer: concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
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but now with firms looking back over their season, the stats are shifting again, with a big increase in those experiencing a decrease.
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audit & assurance

use innovation to rethink client service

businesswoman opens door to brick wall

six roadblocks to avoid.

by alan anderson, cpa
transforming audit for the future

“we cannot solve our problems with the same thinking we used when we created them.” – albert einstein

when most auditors hear the word “innovation,” they think it has to do with getting more technology. but that’s only a small part of what innovation means. innovation isn’t just throwing more technology at your audit processes. that approach is often just replicating with technology what you have done in paper for decades.

more by alan anderson
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according to an article in forbes, “innovation is the rethinking or reimagining of a business process that already exists.” applied to audit, innovation is reimagining what audit is and what audit can be. it’s the transformation of audit from a commoditized compliance-only function to a sought-after and highly valued service that produces benefits to the clients who use that service and to the firms who provide that service.
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advisory & consulting

ten services to offer tax clients after tax season | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

every tax client is a potential client for other services. stay busy after busy season by helping with other financial and tax-related services.

more listicles here
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here are 10 you can offer or adjust for specific clients.

  1. amended tax returns: if client negligence or erroneous information leads to the need of an amended return, you should be there to help.
  2. tax notice resolution: help clients respond to irs or state tax notices and resolve disputes.
  3. audit support and representation: let clients know that you can represent them during irs or state audits and provide guidance through the process.
  4. estimated tax payment planning: calculate and schedule quarterly estimated tax payments for self-employed or high-income clients. this simple service could be bundled with others.
  5. tax transcript retrieval: obtain irs transcripts to review past filings or address discrepancies. this is of special interest to high-income clients.
  6. year-round tax planning: offer strategies to minimize tax liability for the current and upcoming years.
  7. advice for basic financial decisions: for lower-income clients, this might be simple reminders on contributing to iras, 401(k)s or other retirement plans to maximize tax advantages. the higher the income, the more advice they can use.
  8. tax-advantaged investment planning: assist with tax-oriented investment, such as municipal bonds or tax-loss harvesting.
  9. tax credit eligibility reviews: identify overlooked credits (e.g., r&d, energy efficiency) for current or future filings.
  10. income shifting strategies: propose ways to redistribute income among family members or entities to reduce tax liability.
client accounting services

chris farrell: id your hidden bottleneck | the concierge cpa

optimizing the client experience is the real key to growth and profitability.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.

“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”

more jackie meyer

farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”

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