today's features

steve yoss: unlock business insight with power bis | quick tax tip

 revolutionize how businesses visualize and interpret data.

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quick tech talk
with steve yoss
cpe today

businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. industry leaders emphasize the importance of platforms like tableau, qlik, and power bi, which allow companies to turn raw data into dynamic, interactive dashboards. these tools empower decision-makers to access real-time insights tailored to their specific needs, enabling them to make informed choices that drive success.

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business intelligence tools go far beyond static financial reports like balance sheets and income statements. by integrating sales, marketing, inventory, e-commerce, and even email newsletter data, companies can create a comprehensive “heads-up display” of their operations. imagine transforming sales data into visual charts, mapping customer trends geographically, and combining diverse datasets into a single interactive platform. these tools enable businesses to manage proactively, focusing on forward-looking strategies rather than relying solely on retrospective analysis.

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staffing, tech, prices top tax pros’ concerns

bar chart

 

small businesses are advised to prepare for change.

join the busy season barometer. get the results

by 卡塔尔世界杯常规比赛时间 research

if you think we’re in for a year of stability and calm, you haven’t been paying attention.

whether you think the nation and the world are moving in the right direction or the wrong, one thing we can all agree on is: we’re in for some change.join the survey

more: more than 1 million erc claims still not processed | art werner: the godfather and tax issues | quick tax tip | advanced tax preparers need managing, too | the top ten problems the irs still needs to fix | tax pros gear up for a better busy season | irs processing up; payouts down | help tax clients help you | art werner: beneficial ownership and control | four challenges of managing new tax preparers | irs funding pays eye-popping 415x roi | tax season 2025 begins. ready or not. | every tax reviewer should be able to answer these ten questions
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

if you need details on that, consider yourself lucky. return to your cave and go back to sleep.

on the other hand, if you’re an accountant, you need to stay awake, monitor the political-economic-financial situation and keep your clients advised. they need you now more than ever.
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seven tech keys to a holistic service model

johnston
randy johnston, shareholder, k2 enterprises, is a nationally recognized educator, consultant and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless systems and network integration, and business continuity and disaster recovery planning.

mitigate risk by balancing technology’s significant benefits: how to overcome your three biggest concerns.

by randy johnston
the holistic guide to wealth management

in order to provide clients with the holistic service model that we’ve explored throughout our book, you’ll need a technology stack that can keep up.

more: four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | how wealth management has evolved | introducing you to a fulfilling return on relationships | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

there are seven important reasons why a holistic service model is particularly beneficial for accounting professionals. below i’ll explain how having the right technology in place will significantly facilitate your transition from tax preparer/financial historian to trusted holistic advisor.
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transform accounting by fighting fear and embracing change

smiling man facing camera while seated at table with four colleagues behind him

focus on actual risks, not artificial fear.

by donny c. shimamoto

series note: this article is part of a series of articles inspired by “joy, inc.”, written by richard sheridan, cofounder and ceo of menlo innovations. while his book is about the software industry, there are many direct analogies applicable to the accounting profession. we must #transformaccounting and bring joy back into the work we do to sustainably address our profession’s people crisis.

“fear is one of the biggest killers of joy,” says richard sheridan. this is viewed as so important by sheridan that he dedicates an entire chapter in his book to explaining why we must fight fear and embrace change. that’s how important these concepts are to create joy in a company.

more: tear down towers of knowledge to transform accounting
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accountants are often stereotyped as being afraid of change and behind the times, and even as killers of joy. but i will contend that we are ahead of many of the other major professions like doctors, lawyers and teachers. people also often stereotype our work as boring and mundane – not work that would bring joy to people. but all of us who have had successful careers as accountants, and other professionals who are a part of the accounting profession, know that we do very meaningful work that helps people prosper and communities thrive. we help bring joy to people’s lives.
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