today's features
leadership

where strategy meets firm culture

three people arguing in office

four actions to take.

by anthony zecca
leading from the edge

as we focus on the leadership of accounting firms need to succeed in a future driven by seismic disruptors, we must address leadership’s responsibility, and impact on creating a culture that results in an environment that motivates every single team member to their highest level of performance.

more by anthony zecca
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there are two great quotes that i would like to start with to frame this discussion. the first is from bryan walker (partner and managing director at ideo), who stated that “culture is like the wind. it is invisible; yet its effect can be seen and felt” in every single organization that exists from the family to the biggest company on the planet. the second quote is from author tanya mann: “your organization’s culture is either an asset or a liability; either helping business performance or hurting it.”
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accounting arc

strategic ai, not shiny objects | arc

leaders tie ai to real workflows, not wish lists, and adoption follows. 

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

accounting leaders are accelerating ai deployment across tax, audit, and advisory—but three accounting veterans and hosts of accounting arc argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training. 

on the latest episode, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; dissect how large firms are approaching microsoft copilot and adjacent tools. they agree that leaders should start now, but do so strategically. 

more accounting arc: don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | 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 plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

patrick, ceo of verifyiq and co-founder and educator at tb academy, opens with a caution that resonates across enterprise tech cycles: many organizations feel pressured to adopt generative ai without clearly defining expected outcomes. he urges leaders to ask what success specifically looks like, whether that is fewer review points, faster cycle times on close, or reduced audit adjustments. 

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pricing, fees & billing rates

four ways that scoping helps with pricing

maximize benefits for both you and the client.

by jody padar
radical pricing – by the radical cpa

accurate pricing relies heavily on thorough scoping to measure the engagement, and good scoping defines the deliverables, sets the client’s expectations and calculates the labor it will take to get the job done.

more by jody padar
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with that said, here’s how your scoping process helps you determine the ultimate price:

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pro member exclusive

the twelve fundamentals of planning

man seated at desk and smiling while working on laptop in corner office with large windows

when did you last think about your business?

by august aquila
max: maximize productivity, profitability and client retention

there is no time like the present to get ready for the future. here is a checklist of 12 things you should thinking about.

more by august j. aquila
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remember planning never stops. our environment is constantly changing.

  1. what business am i in? are you in the automobile business or the transportation business? one is very narrowly defined and the other can broadly include anything that moves people or products. make sure you understand your business model and purpose.

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management

deter fraud with forensic techniques

person taking inventory on a tablet

bonus: 11 services that create a “control culture.”

by ed mendlowitz
77 ways to wow!

trained forensic professionals investigate accounting and financial transactions that are, or will become, subject to legal proceedings. it is an early step in a potential war, and many times it is the first shot.

more by ed mendlowitz
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attorneys and c-level executives are often not familiar with forensic techniques and see them as a means to quantify a loss. financial forensics also provides a means to deter and detect fraud. today, i share my views on the value of forensic techniques used to deter fraud and encourage cvas to consider attending the cti’s forensic accounting academy™ or fraud risk management courses offered through the maff programs.
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featured video

bonus depreciation is back | quick tax tip

key changes to sections 168 and 179 offer fresh opportunities for strategic deductions.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

quick tax tip
with art werner
cpe today

in the latest quick tax tip episode, tax expert art werner dives into one of the most talked-about provisions in the new tax bill: the restoration of 100% bonus depreciation.

“under the tax cuts and jobs act, bonus depreciation started to phase down from 100% to zero,” werner explains. “for 2025, it was set at 40%. but this new bill retroactively restores 100% bonus depreciation — starting jan. 20, 2025 — and keeps it that way through the end of 2029.”

click here for more art werner

that january date, werner notes, is significant: “it happens to be inauguration day. so it seems the new administration is ushering in a new era for business expensing.”

the move reverses years of gradual cutbacks and offers businesses renewed incentive to invest in equipment and property. according to werner, this means tax practitioners can breathe easier — at least for now.

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mergers & acquisitions

eighteen questions to ask merger candidates

four people meeting at a restaurant

it’s time to get to know each other.

by marc rosenberg
cpa firm mergers: your complete guide

all merger discussions have to begin somewhere. after merger candidates have been identified, there obviously needs to be an initial meeting for the two firms to get acquainted.

more by marc rosenberg
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everything is confidential and informal. no exchange of financial statements. the two parties simply spend an hour or two – you guessed it – getting to know each other. many firms like to convene this meeting over breakfast or lunch because meeting at a restaurant gives the encounter an air of informality and sociability. other firms like to do this in the larger firm’s office so that the smaller firm can get a “house tour.”

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marketing & sales

project confidence to potential clients

woman with ponytail reflected in window

what is your first impression?

by martin bissett
 business development on a budget

winning your first client is all about understanding why someone would buy from you before you ever speak to them, before you ever meet them, before you ever start the preparation for talking to them.

more by martin bissett
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this discipline too often goes unexplained by most sales training programs offered to the accounting profession, but ultimately we have to be comfortable with who we are and the value that we offer.
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featured video

kless: profit is a result. flourishing is the purpose | the disruptors

in the age of ai, conversations, not calculations, will define the future of the profession.

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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unlock site-wide, 24/7 access to more than 7,000 articles and millions of tips, tricks, news, trends, commentary, checklists, and how-to guides. plus: daily news, research, analysis, and commentary. bonus: free gifts, great discounts, and special reports.

the disruptors
with liz farr

ed kless believes accountants can do much more than monitor the numbers. together with ron baker, their latest venture, threshold, is a community that aims to support professionals in facilitating transformations in their customers. as kless explains, transformations occur when someone makes lasting changes in one or more of the domains of human flourishing.  

more streaming: whitman: build culture on ‘progress,’ not change | shein: no pe? no m&a? no problem | hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: 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/week |

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“the purpose of business is to promote human flourishing. profit is the result of a business. and there’s nothing wrong with that,” kless says. “i think profit is good, but it’s the result. it’s not the purpose.” drawing from benjamin franklin and economist russ roberts, kless explains that human flourishing has four domains: making people healthier, wealthier, wiser, or helping them live with more purpose.  

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bonus download

the ipa top 500: when bigger isn’t better, firms get smarter.

 success is no accident.

sponsored by 卡塔尔世界杯常规比赛时间 go pro – get more. go pro!  see today’s special offer
subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
unlock site-wide, 24/7 access to more than 7,000 articles and millions of tips, tricks, news, trends, commentary, checklists, and how-to guides. plus: daily news, research, analysis, and commentary. bonus: free gifts, great discounts, and special reports

卡塔尔世界杯常规比赛时间 research
with chelsea summers
inside public accounting

the firms in the 2025 ipa 500 are redefining what it means to grow in the accounting profession. yes, many are getting bigger—but more importantly, they’re getting sharper. growth without a plan is no longer enough. the firms pulling ahead are the ones making intentional choices about who they serve, how they work, and where they’re headed.

bonus: download the slide deck here

“this year’s ipa 500 firms had a really strong year,” chelsea summers, executive director of inside public accounting, says in a new webinar report, hosted by 卡塔尔世界杯常规比赛时间 founder and ceo rick telberg. “but it wasn’t by accident. the firms that are winning right now are the ones doing things with purpose. it’s about making strategic choices—not just reacting to change, but leading it.” read more →

listicle

ten things to share with high-income clients | listicle

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

high-income clients generally tend to know how to deal with money, but their finances are complicated. they should consider the counsel of their accountant and financial advisor.

more listicles here
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here are 10 ways to both demonstrate your value and help them protect and grow their wealth.
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