today's features
advisory & consulting

how to handle difficult cas clients

unhappy man expressing frustration to provider

you have to have boundaries.

by hitendra patil
client accounting services: the definitive success guide

at the heart of every advisory relationship is a desire to help. clients genuinely want help, but they may be hesitant to change at first. that’s completely normal. what might seem like pushback is often just a sign that the advisory process is truly unfolding and making an impact.

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

 

not every advisory relationship is smooth, and that’s okay. this article equips you with the mindset and tools to handle difficult clients with professionalism and clarity.
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client service opportunities

client trust begins with onboarding

smiling businesswoman offering a handshake

how do you want this new relationship to begin?

by jody grunden
building the virtual cfo firm in the cloud

onboarding is critical when it comes to bringing on new virtual cfo clients. it’s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.

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

i don’t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business.
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pro member exclusive

all ages can benefit from trust and estate planning

portrait of cody barbo
barbo
 cody barbo is the founder and ceo of trust & will. before this, he was founder and ceo of industry, a “linkedin” for the service and hospitality industry. he serves on the san diego state university alumni board of advisors and phi kappa theta fraternity’s national foundation board.

advances in online planning tools make it easier and more affordable.

by cody barbo
the holistic guide to wealth management

studies show that 60 percent of families don’t have any estate planning in place, which usually makes it more painful and expensive for families to settle the estate of their loved ones.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

when it comes to considering who will be the best guardian for your children or how to divide your assets among loved ones, thinking about your estate can be stressful and intimidating. in fact, our research shows that half of people who eventually do get estate plans in place, spend one to five years considering before actually completing it. why do so many people procrastinate about something that’s so important?
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busy season management

tax prep wages and salaries hit 4-year high

even as diy returns cut into pros’ market share.

by 卡塔尔世界杯常规比赛时间

wages for accountants and tax preparers are rising far faster than hiring as the 2026 filing season begins, even as early filing volumes trail last year’s pace.

average hourly earnings in the accounting and tax preparation sector rose roughly 4 percent to 6 percent year over year, pushing pay for many accountants above $45 per hour, while employment across the tax and accounting sector is increasing only a few tenths of a percent.

more busy season

if current trends hold, the accounting industry will process about 150 million individual tax returns in 2026 — roughly 0.4 percent more than last year — with nearly the same number of workers..

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2022年世界杯抽签

leadership starts earlier: students help shape accounting’s future

center for accounting transformation expands student ambassador program nationwide with nonprofit fiscal sponsorship. 

support future accounting leaders! make tax-deductible contributions through fsa, with funds restricted to support the center’s student initiatives

by center for accounting transformation

the center for accounting transformation announced today that its student initiatives are now fiscally sponsored by fiscal sponsorship allies (fsa), a 501(c)(3) public charity. the milestone provides the nonprofit governance, financial stewardship, and fundraising infrastructure needed to expand the center’s student-led programs nationwide. 

the center is currently inviting educators, firms, professional organizations, and individuals to participate through partnership, mentorship, and philanthropic support.
organizations and individuals can now make tax-deductible contributions through fsa, with funds restricted to support the center’s student initiatives.
to learn more and hear directly from one of the student leaders, visit https://www.fundraisegenius.com/ca3677. 

while the fiscal sponsorship establishes operational support, the announcement represents something larger: an investment in a new, student-driven model for professional engagement and career readiness.  read more →