today's features
busy season management

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.
read more →

pro member exclusive

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.
read more →

innovation & change management

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

 

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.
read more →

accounting influencers

jean caragher: fire clients who don’t fit | accounting influencers

removing clients isn’t just about profitability—it’s a firm-wide morale booster.

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.

accounting influencers
with rob brown

with over 35 years of industry experience, jean caragher has witnessed the profession’s transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.

caragher describes her work at capstone marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and client satisfaction strategies. “the foundation of marketing remains the same,” she explains, “but today, we have a wealth of digital tools and data to enhance how firms promote themselves.”

read more →

politics & government

more than 1 million erc claims still not processed

line and bar chart

fraud didn’t help, but it’s not to blame for all of the delays.

by 卡塔尔世界杯常规比赛时间 research

congress established the employee retention credit to help businesses survive the covid-19 pandemic. the program saved a lot of companies – as evidenced by today’s buoyant economy – but many employers filed fraudulent or otherwise ineligible claims.

how many? at one point, the irs said that tax professionals were estimating that 95 percent of claims that came to them were ineligible. the professionals blamed “promoters” who were aggressively pushing people to apply regardless of the rules.

more: 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 | 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 | taxpayer advocate sees big improvements at irs
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

in fairness to the employers claiming the tax credit, the rules were very nuanced, complex and hard to understand. while some of the claims were intentionally fraudulent, many were innocently ignorant of their ineligibility.
read more →

client accounting services

hesitant about cas? you’re not alone

smiling businessman

fortunately, there are solutions.

by hitendra patil
client accounting services: the definitive success guide

why fall into the same trap that other firms have fallen into during their client accounting services journey? if you know what those traps are, you will save significant money and time in establishing your cas practice.

fortunately, the 卡塔尔世界杯常规比赛时间 cas survey identified which are the top five cas killers, for firms of different sizes, that the accounting profession has experienced.

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

 

before we discuss those, let us also look at the results of the cas survey that identified how many firms of different sizes are offering and not offering cas. the following figures show how many percent of survey respondents said they offer cas and don’t and what are their firm sizes:
read more →

featured video

michelle golden-river: break the billable hour | gear up for growth

firms that price for time rather than value are holding themselves back.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

for decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. however, according to michelle golden-river, ceo of fore llc, this model is fundamentally flawed.

“accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “they’re not supposed to be the same thing.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

despite the evident inefficiencies, many firms remain resistant to change. david yeghiaian, chief strategy officer for kerberrose, noted that the biggest hurdle is uncertainty: “they’re just not used to it. there’s a fear of getting the pricing wrong—what if i estimate too low? what happens if a client expects more than i anticipated?”

read more →

outlook & analysis

what’s keeping firms from growing?

data chart

despite ideal market, challenges obstruct expansion.

by 卡塔尔世界杯常规比赛时间 research

if cpas were farmers, they’d be praising the fertile fields, the shining sun, the plentitude of rain.

to put that in terms more accounting than agricultural, the market is rife with clients, the need for accounting and tax work has never been stronger, and rainmakers have never had an easier time of seeding the clouds for showers.

more: five ways to fill the staffing gap | top 10 red flags to watch for in accounting offices | arc | deals 2024: over 100 cpa firm mergers and acquisitions | barry melancon: private equity and the partnership | gear up for growth | does your firm suffer cultural deficiencies? | audit fees continue to climb | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | opportunity awaits incoming aicpa ceo | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but that doesn’t mean that growing an accounting firm is as easy as growing corn in kansas. just as firms have every chance to bring in more clients, and better clients, they find themselves needing to clear some serious obstacles before they can move ahead.
read more →

pricing, fees & billing rates

get your legacy clients on board with value pricing

seven steps to transition your firm.

by jody padar
radical pricing – by the radical cpa

until this point, we’ve spent a lot of time talking about the advantages of building a client-centric practice on a foundation of value pricing. now it’s time for the rubber to hit the road. let’s talk about how you can painlessly move from a past filled with billable hours to a bright new future built on value by exploring your current client base.

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

 

let’s start at the beginning: finding the right clients to embrace your new way business model. take a look at your current clients and bucket them into three categories:

  1. those who love you and will follow you to the ends of the earth
  2. those who’ve been with you for years and are reliable
  3. those difficult, tech-challenged clients who are somewhat less than ideal

read more →

2022年世界杯抽签

bissett bullet: many sources of rain

today’s bissett bullet: “a proactively managed pipeline has several components, all working together to afford you the ability to accurately forecast fee growth for your firm.”

by martin bissett

what makes a great pipeline for your firm?

firstly, consistent priming. continuous work carried out on new opportunities. secondly, a solid foundation. new client opportunities should only be worked on by members of your team who understand how to control the process of sale through to conclusion.

you also need many sources to feed this pipeline. you may choose to rely mainly on referral business as your warmest prospects, but what if those dry up or aren’t the size of fee that you need them to be? lastly, you need a scheduled and managed review of your pipeline with accountability for turning opportunities into money.

today’s to-do:

do you have all of the above in place? when was the last time you reviewed your pipeline? set aside some time to identify what is working well for you and where you could improve the process.

see more bissett bullets here

read more →

accounting arc

doug slaybaugh: coaching unlocks professional success | arc

“coaching isn’t about fixing people—it’s about helping them unlock their full potential.” 

sponsored by 
holistic guide to wealth retention, by rory henry  
see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

accounting arc
with donny shimamoto
center for accounting transformation

for many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. however, as the industry transforms, many cpas find themselves seeking something beyond technical expertise: personal growth, leadership skills, and work-life integration. 

that’s where doug slaybaugh, cpa (a.k.a., the cpa coach), comes in.

more arc: analysis, reaction, comedy

 

more accounting arc: demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change

a former big four auditor and regional firm partner, slaybaugh now dedicates his career to helping accountants thrive through professional coaching. 

slaybaugh’s journey into coaching wasn’t a straight line. after spending years in public accounting, rising through the ranks at arthur andersen and later price waterhouse, he realized his passion wasn’t just in financial statements—it was in people. 

read more →

outlook & analysis

tax pros see better year for those close to home

young man facing image of himself

nationally … they’re not so sure.

by 卡塔尔世界杯常规比赛时间 research

cpas, enrolled agents and other tax practitioners are always on the front line of the economy. with offices in tens of thousands of locations across the country, they know who’s making money and who’s struggling.

according to early results from the 2025 busy season barometer, accountants have completely reversed their 2024 predictions for the economy.

more: 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 | taxpayer advocate sees big improvements at irs | ask tax clients the right questions | major changes to circular 230: implications for tax professionals | cornerstone report
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

a mirror image

what a difference a year can make. look how the numbers have switched places, almost as if in a mirror image.
read more →

featured video

art werner: the godfather and tax issues | quick tax tip

the corleone family’s quest for legitimacy mirrors modern business succession planning.

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.

quick tax tip
with art werner
cpe today

imagine a tax class inspired by “the godfather” by mario puzo. beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. while such a class might remain hypothetical, its concept offers a fascinating lens for understanding contemporary tax issues like the corporate transparency act (cta).

click here for more art werner

at its core, “the godfather” chronicles the corleone family’s struggle to transition their empire from illegal activities to legitimate business ventures. this narrative mirrors the challenges many businesses face in succession planning: ensuring smooth continuity while navigating regulatory landscapes. for tax professionals, the story underscores the importance of understanding compliance and transparency requirements, particularly as they pertain to ownership structures.

read more →