today's features

seven musts for a client-centric firm

woman points to laptop to explain something to a female client

right pricing for the right clients.

by jody padar
radical pricing – by the radical cpa

being client-centric means putting your client first. but holding on to the billable hour puts time before your client’s interests every day.

more by jody padar
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to be truly client-centric, you must prioritize the needs of your clients and deliver the products and services they want. while the traditional firm focuses on the timesheet, a client-centric firm focuses on keeping the client happy because a happy client means happy profits.
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tax refund totals up 7%

data table

individual amounts are up 5 percent.

by beth bellor

winter is fading away but busy season remains with us.

more: tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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as of march 7, the latest data available, the internal revenue service had received 61.4 million individual income tax returns, down 2.1 percent from the same period one year ago. it had processed 60.8 million returns, down 1.8 percent.
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art werner: maximize retirement for 2025 | quick tax tip

retirement planning isn’t just about saving – it’s about strategy.

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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quick tax tip
with art werner
cpe today

with tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the internal revenue code can feel like a moving target. fortunately, powerful opportunities are available in 2025 to maximize your retirement savings while minimizing your tax burden.

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for instance, contribution limits to 401(k)s have significantly increased. in 2025, you can contribute up to $23,500; if you’re 50 or older, you can add an extra $7,000 in catch-up contributions. that’s a major opportunity to secure your financial future while reducing your taxable income today.

but should you contribute to a roth 401(k), a traditional 401(k), or other savings account?

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make tax workflow work for you

smiling woman wearing glasses, looking at computer screen

tell quickly when a delay is the client’s fault. plus: 12-step tax return and 8-step writeup workflows.

by frank stitely
the relentless cpa

let’s play buzzword bingo. i’ll go first: workflow.

workflow is the cpa firm buzzword of the decade. every vendor leech trying to suck the life out of your bank account drops this term, and in so doing, workflow now means everything and nothing at all. marketers have so devalued the term that we shouldn’t be surprised that no one has an effective workflow, because no one knows what it is. let’s flush the confusion.

more by frank stitely
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workflow is not scanning and import software. workflow is not workpaper binder software. workflow is not a portal or tax return preparation software. workflow is not project management software, much as it pains me to so state. these are no more workflow than a hammer is real estate development. they are tools to accomplish workflow.
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