today's features
featured video

ashley kostos: secret weapon = skills testing? | move like this

“accounting isn’t a ‘fake it ’til you make it’ job.”

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in a recent episode of move like this, ashley kostos, sales manager at accountests, joined host bonnie buol ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. with ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.

more move

accountests, founded by a former pwc partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. these tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “accounting isn’t a ‘fake it till you make it’ job,” kostos emphasizes. “you need to know how to do the work.”

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client accounting services

six differences with cas processes

help your clients run their businesses better.

by hitendra patil
client accounting services: the definitive success guide

let us focus on cas-specific processes that can give you competitive advantages. this is not about the technicalities of accounting processes. as a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.

more by hitendra patil
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are client accounting services processes different than what you have been doing till now? yes, and no.
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pro member exclusive

best practices for executive committees

six people meeting around a table

how many people? what do they do? and more.

by marc rosenberg
the rosenberg practice management library

“a group of the unprepared, appointed by the unwilling to do the unnecessary.” – fred allen

when firms are small or newly formed, the firm’s management philosophy is characterized by some or all of the following:

  1. “we all have a vote, and we make decisions as a group.”

more by marc rosenberg
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  1. partners share profits and duties. “if we all pitch in and take responsibility for a certain area of the firm (admin, staff, quality control, marketing, etc.), our firm will be well managed, and we can save the cost of a firm administrator.”

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2022年世界杯抽签

bissett bullet: do you need an accountability partner?

today’s bissett bullet: “positive change in our firms happens when we decide to hold ourselves accountable for achieving the change and hire proven catalysts to help.”

by martin bissett

so many accounting firms look to change but very few actually want to be the change. as a result, the recurring fee model in accounting encourages a degree of apathy and lethargy with regard to growth. with this recurring fee model, there is no commercial imperative to actually have to win new fees week in week out to pay the bills as many of your clients do.

on that basis, the only way growth can happen, and positive change can happen in your firm, is when you decide there is a reason for it and get external accountability to make sure you are held to account for achieving that change. when you are looking to develop your firm’s fee base, talent base or service base, make sure you have got someone you respect cracking the whip to help you to make it happen.

today’s to-do:

today you need to decide what you are really prepared to be held accountable for in terms of positive change in your firm. set that firm goal up right now with the external accountability to make it happen.

see more bissett bullets here

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accounting arc

firm differentiation depends upon client service | accounting arc

raising the bar on client service doesn’t mean sacrificing all your time. 

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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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

more arc: analysis, reaction, comedy

technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. 

in a recent episode of accounting arc, co-hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age. 

more accounting arc: ron baker: surviving tariff turbulence | crypto, cash, or chaos? the fallout of an irs-free america | is agentic ai a game changer or game ender? | kelly mann: thriving against all odds | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | 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 education

“client service is the number one reason we hear clients are looking for a new cpa firm,” says mason, founder and ceo of high rock accounting. “we need to get back to the roots of our profession—deep relationships and great communication.” 

read more →

busy season management

tax season faceplant: accountants overrun by late chaos

businesswoman with headache at laptop

 

technology and the economy threw some wrenches into the mix.

by 卡塔尔世界杯常规比赛时间 research

this year’s tax season seems to have been pretty good, according to the latest from the 卡塔尔世界杯常规比赛时间 busy season barometer, though not quite as good as expected.

survey respondents went into the season with cautiously optimistic expectations. the percentage who felt that this year they were better prepared for the three-month grind remains constant at about 46 percent, comparing december/january with early april.

more barometer: accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but many who figured they were as prepared this year as ever were apparently in for a sad surprise. before the season, 41 percent said they were prepared as well as in 2024, but that number plummeted to 25 percent by april. the shift is toward the “worse” end of the scale, with the “much worse” response doubling from 3 percent to 6 percent, and “somewhat worse” nearly doubling from 11 percent to almost 20 percent.
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featured video

art werner: are your clients throwing money away? | quick tax tip

without the right strategy, even the best intentions can go to waste.

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

charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds.

click here for more art werner

“the average client has no idea that a donor-advised fund exists,” werner says. “and if i, as a professional, am not aware of a technique, i probably won’t use it — not because i’m afraid of it, but because i’m ignorant of the ability to utilize it.”

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charts & graphs

refunds up 5% as tax returns top 100 million

chart of irs tax filing data

tax professionals still edge out diyers.

by beth bellor

as the tax season slipped into april, the number of individual income tax returns filed topped 100 million.

more: tax pros rev up filing pace as diyers lag | tax returns nearly match 2024 rates | tax pros edge diyers in e-filings | tax refund totals up 7% | 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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the internal revenue service had received 101.4 million returns as of april 4, the latest data available, down 0.4 percent from the same period in 2024. it had processed 100.3 million returns, up 0.2 percent.
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busy season management

start pondering next tax season now

businesswoman wearing glasses seated at computer; growth chart on wall

take what you’ve learned and make your practice better.

by frank stitely
the relentless cpa

please have a seat. no, not that one. take the one next to me. all of us are here because we love you to death. we only want the best for you. but we can no longer stand by and watch you suffer. when you suffer, we all suffer as a family. we have written some letters to let you know how we feel. i’ll let your firm go first.

more by frank stitely
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“your behavior has affected me negatively in the following manner. i’m not as profitable as i should be. you are stifling the development of your staff. your clients are upset that returns aren’t getting done on time. your kids resemble the mailman more than you.

“please accept the help we are offering you today. we have your bags packed, and we’ll put you on a plane to rehab at the beach. don’t worry about scoring your next fix. we’ll help you detox safely. but you must decide right now. you must give up your addiction to doing everything yourself.”
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marketing & sales

six proven principles for proposal acceptance

stressed businessman, heads on hands

also: seven things not to do.

by martin bissett
 business development on a budget

what makes a written proposal become accepted by the potential client – every time?

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

 

proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.

  1. the proposal must clearly demonstrate that we understand what our prospect’s business is going through and that the document is offering outcomes that solve the problem/realize the ambition of the prospect.

read more →

featured video

dave kersting: collaborate with co-firming | the disruptors

expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

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.

the disruptors
with liz farr

dave kersting, founder and ceo of capovario, is disrupting the status quo firm structure by introducing co-firming. while he and tanya schulte, owner of the profit constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “…we want to win together, and we want to lose together,” kersting recalls.

more podcasts and videos: ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had |

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co-firming brings multiple specialized firms together to serve clients collaboratively rather than competitively. as kersting explains, “what the client gets out of that is experts in the field, all working on the same client to make that client’s journey better. again, it’s winning together, losing together.”

this model isn’t about subcontracting work but creating a unified team of specialists. with 11 firms now working together, “we kind of do look at ourselves as like this big super firm, a super firm, that we’re all team. we’re all one big, ginormous team,” says kersting.

read more →

featured video

david spence: build a tax-free retirement | the concierge cpa

explore the rising threat of national debt, future tax hikes, and how americans can prepare.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – 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.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the u.s. is hurtling toward an economic reckoning, and most americans are dangerously unprepared. that’s the warning delivered in the latest episode of the concierge cpa podcast, where host jackie meyer sits down with financial planning expert david spence, cpa, cfp, clu, pfs, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

more jackie meyer

spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “after world war ii, with debt at 120% of gdp, top tax rates soared to 94%,” spence explains. “today, we’re at 130% of gdp, and we’re already paying massive interest on our debt—more than we spend on defense.”

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advisory & consulting

ten tips for turning tax prep into year-round services | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

after helping a tax client prepare a return, an accountant has a good idea of the client’s financial situation. this is the time to offer the client additional services outside of tax prep.

more listicles here
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here are 10 general areas where people might need assistance.

  1. financial planning: older clients need retirement planning. younger couples with children need advice on education savings planning. higher-income clients (and to some extent others) need estate planning and wealth transfer strategies.
  2. business consulting: clients who own or want to start a business, no matter how small, might appreciate constructive advice on business formation, structuring, performance improvement and long-term growth strategies.
  3. bookkeeping and accounting services: if your tax client’s finances seems to be poorly organized, day-to-day bookkeeping for businesses or individuals will make next year’s tax season easier for both of you. small business owners might need not only general ledger maintenance but payroll processing contract reporting compliance.
  4. audit and assurance services: if a client has trusted you with a business tax return, they might be interested in financial statement audits, internal audits and compliance audits for grants or contracts.
  5. risk management: owners of small companies may not realize the importance of fraud prevention and detection, internal control evaluations, and cybersecurity assessments.
  6. financial statement preparation: as small companies grow, owners may need to know more about compilations and reviews of financial statements, cash flow analysis and forecasting, and budget preparation and variance analysis.
  7. business valuation: let business owners know you can help with valuation for mergers, acquisitions, litigation support in valuation disputes, or intangible asset valuation.
  8. debt and credit management: if a business or individual tax return reveals financial difficulties, offer the client debt restructuring assistance, loan application support and credit risk assessment.
  9. succession planning: a financially astute tax preparer can help with exit strategies for business owners, leadership transition planning, and guidance on selling or transferring business ownership.
  10. technology and systems consulting: every small business needs input on implementing accounting software and systems, enterprise resource planning software selection and setup, and automation of financial processes.

most businesses are small businesses, and many of them are growing faster than the owner can manage. often individual and business finances overlap. these clients need to know how you can help with year-round consultation.