today's features
client service opportunities

six times to pick up the phone this tax season

businessman talking on phone in the office

the personal touch goes a long way toward client retention.

by ed mendlowitz
tax season opportunity guide

clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.

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

 

it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.

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special

succession planning? time is running out

businessman running after clock in silhouette

m&a bonus: a 22-point due diligence kit.

by domenick j. esposito
8 steps to great

much has been written and discussed regarding succession planning at cpa firms driven by the vast number of founders, leaders and rainmakers who are retiring at a record pace.

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

key takeaways in this post:

  • mid-market sustainable brands generally combine practices as opposed to acquiring or buying practices.
  • spend time to make sure it feels right.
  • the easier part is getting the contract signed; the harder part is the integration of the two practices and to make sure 1 + 1 at least = 3.

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advisory & consulting

busy season 2026: the year cas firms seize the lead

why is the busy season better for cas accountants?

cas comparison: at firms where cas is the leading fee-generator, cas accountants are handling half the book (left) and collecting 10 times the fees (right).

by 卡塔尔世界杯常规比赛时间 research

with busy season 2026, accountants specializing in client accounting services are reaping the benefits of a year’s worth of hard work, in a smoother path to april 15, more compliant clients, and higher fees, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.

join the survey, get the results

join the busy season survey. get the results

more busy season barometer | more cas | more outlook 2026

the busy season barometer marks the 2026 tax season as the breakthrough moment when cas crosses from merely an aspirational experiment to a routine part of the service mix for small and midsize firms.

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advisory & consulting

how to build a scalable cas practice

cloud computing enables digital growth with secure data storage, scalable infrastructure, and strategic cloud-based business solutions

consider delegation vs. automation.

by hitendra patil
client accounting services: the definitive success guide

client advisory services (cas) are much more than just a passing trend or buzzword. they represent a fundamental shift in how accounting firms define their value and interact with clients. offering cas means your firm is adopting a new approach to practicing accounting, one that changes how services are provided, how clients view your role, and how your firm builds long-term revenue. it’s not just adding another service line; it’s a strategic change shaping the future of the profession.

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

 

according to survey insights, 59 percent of accounting firms currently offer cas. among these, 73 percent have been providing these services for over five years. however, for many, offering cas and growing it are two different challenges.

the key question is no longer, “should we offer cas?” but:

“how can we expand cas without adding complexity, chaos or costs?”
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busy season management

top tech trends for tax season 2026

holding steady, tuning workflow, and testing ai.

tech plans: 43% of accountants say they’ll be working with new or upgraded versions of practice management & workflow apps, followed by 25% with tax prep packages.

by 卡塔尔世界杯常规比赛时间 research

with the 2026 filing season approaching, most accounting firms are not racing to rip and replace their technology stacks. instead, they are making selective adjustments, tightening workflows, and cautiously experimenting with artificial intelligence — all while keeping a close eye on staffing limits, client behavior, and return on investment.

join the busy season barometer survey here.

more tax, pricing,  pay, hiring, and the 2026 outlook

that restrained approach comes through clearly in 卡塔尔世界杯常规比赛时间’ busy season barometer, which shows a profession that is less focused on transformation than on execution. the dominant theme across survey waves is not disruption, but discipline.

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