ten tips for gentle client culling | listicle
here’s what you’re looking for: 卡塔尔世界杯常规比赛时间 research
gen z surges into accounting for all the reasons your mother told you
gen z’s career outlook: stability, security and practicality.
by 卡塔尔世界杯常规比赛时间 research
gen z may be breathing new life into the accounting profession.
attracted by stability and clear career pathways, a new wave of students drives record interest in accounting education, reversing years of enrollment declines and workforce contraction.
more staffing & recruiting: tricia bencich: how mental load undermines career progress | move like this | boost retention by reducing repetition | the accounting comeback: why the profession is bouncing back stronger | amy vetter: strategies for transforming workplace culture | gear up for growth | maybe the pipeline problem is technology | what if the staffing shortage is just a myth?
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some 72 percent of master of accounting programs in the u.s. are dealing with more student applications for the 2024-25 academic year – a five-year high and a sharp jump from 43 percent last year, according to new data from the graduate management admission council. the increases represent the third consecutive year of growth for graduate accounting programs. the post-grad gains coincide with rising undergraduate interest. accounting majors at four-year colleges are up 12 percent this year, adding nearly 29,000 students, according to the national student clearinghouse.
aiwyn enters race for the all-in-one practice management platform
venture funding heats up the practice management sector
platform |
core focus |
tax integration |
payments |
client portal |
ai features |
notable backers/deals |
firm size target |
|---|---|---|---|---|---|---|---|
aiwyn |
unified pm + payments + tax |
yes (via taxa) |
yes |
yes |
yes (tax + workflows) |
kkr, bessemer, taxa, digilence |
midsize to large |
canopy |
tax-centric pm |
yes (native) |
partial |
yes |
yes (ocr, autofill) |
viking global, $70m series c |
small to midsize |
karbon |
workflow + collaboration |
no |
no |
yes |
yes (email triage) |
five elms capital, acquisition-ready |
midsize to large |
client hub |
client experience + workflow |
no |
no |
yes |
no |
independent |
small firms |
financial cents |
simplicity + affordability |
no |
no |
yes |
no |
bootstrapped |
small firms |
taxdome |
all-in-one for tax firms |
yes (native) |
yes |
yes |
partial |
fast-growing, self-funded |
solo to small firms |
xero practice manager |
cloud pm tied to xero |
no |
no |
yes |
no |
xero |
small to midsize |
compared: some key movers and shakers in the practice management maelstrom
by 卡塔尔世界杯常规比赛时间 research
backed by new capital and a wave of strategic acquisitions, aiwyn is accelerating its expansion in accounting technology.
more: seth fineberg asks is practice management having a moment?
with support from kkr and bessemer venture partners, the charlotte-based firm positions itself as a comprehensive platform for practice management, client engagement, payments, and tax automation, targeting mid-to-large firms seeking a more integrated tech stack.
the company is adding taxa, an ai-powered tax platform now rebranded as aiwyn tax. founder levi morehouse joins aiwyn as president and board member, taking charge of technology, revenue, and operations. aiwyn is also buckling up with digilence, a systems integration and workflow automation firm. former digilence ceo chad osgood becomes aiwyn’s vp of services and innovation.
ten marketing ideas for accountants | listicle
by 卡塔尔世界杯常规比赛时间 research
potential clients need to hear from you various ways before they finally recognize your services and understand what you offer.
more listicles here
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be creative in your marketing use of various media to reach out to the public. a marketing activity should be on your daily to-do list. read more →
what other tax pros want to know about you
what our busy season barometer didn’t ask (but should have).
by 卡塔尔世界杯常规比赛时间 research
the annual 卡塔尔世界杯常规比赛时间 busy season barometer is one of the most widely researched and respected surveys of trends at accounting firms across the nation.
more barometer: busy season barometer stats: who’s responding and how they’re doing | your colleagues give their best advice for clients | pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | 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.
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as you know if you’re one of the hundreds of barometer respondents, the survey looks for a wide range of hard data and subjective opinions. among them:
- how firms are handling the current tax season
- what their chief concerns are
- success metrics on client lists, revenues, profits and extensions
busy season barometer stats: who’s responding and how they’re doing
how does your practice compare?
by 卡塔尔世界杯常规比赛时间 research
the 2025 卡塔尔世界杯常规比赛时间 busy season barometer survey has been gathering data from hundreds of accountants and tax practitioners across the country. here are some of the stats on who’s responding and how they’re doing this year.
more barometer: your colleagues give their best advice for clients | pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | 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.
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small firms prevail.
- 24 percent are sole practitioners.
- 42 percent have 2-10 people in the firm.
- 17 percent have 11-25 people.
your colleagues give their best advice for clients
… and lots of it.
by 卡塔尔世界杯常规比赛时间 research
for many people, especially people running small businesses, their accountant is their best, if not sole, source of advice on financial matters, including business administration.
sometimes they come asking for it.
more barometer: pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | 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
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sometimes they expect their accountant to offer it.
sometimes they are even willing to pay for it.
read more →
ten ways to offer eldercare services | listicle
by 卡塔尔世界杯常规比赛时间 research
individual tax returns often turn up a need for eldercare for a client or a client’s relatives.
more listicles here
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often younger family members in distant cities need support for older relatives in your area – and not just health care. preparing a tax return may also uncover difficulties that senior citizens are having.
here are 10 services you can offer on a retainer basis after tax season has passed.
pro services, tech and mining sectors most likely to thrive
cars and construction? not so much.
by 卡塔尔世界杯常规比赛时间 research
here’s a question for you: which business sectors are most likely to thrive over the next 12-18 months?
the answer matters. it matters to accounting clients, who need to know where their businesses stand, where they can find customers, maybe where to invest or form partnerships.
more barometer: accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year
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and it matters to accounting firms, too. thriving sectors need good accounting firms.
read more →
accountants see a host of woes for businesses
capital, technology and the federal government are just some of the concerns.
by 卡塔尔世界杯常规比赛时间 research
the 卡塔尔世界杯常规比赛时间 busy season barometer sure opened a can of worms when it asked what will be “important” for businesses over the next 12-18 months.
more barometer: top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the survey offers a list of nine issues to choose from but then asks an open-ended question about what else will be important in the near-term future.
it turns out a lot of things will be important. here are a few in the voices of accounting professionals across the country.
read more →
top three issues for business: tariffs, taxes and inflation
clients will need your help sorting through it all.
by 卡塔尔世界杯常规比赛时间 research
back in the good ol’ days of december and january, 55 percent of accountants and tax practitioners were identifying technology as the most important issue for business over the next 12-18 months.
tariffs weren’t even on the radar, and inflation ranked third.
more barometer: accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.
three months later, and so much has changed. the april results of the 卡塔尔世界杯常规比赛时间 busy season barometer show tariffs and inflation tying at the top of nine issues at 66 percent. technology has dropped to fifth.
read more →
accountants reporting a pretty good year
revenue and profit both higher.
by 卡塔尔世界杯常规比赛时间 research
in terms of client lists, revenues and profits, accounting and tax prep firms are reporting a pretty good year – maybe not as good as they expected four or five months ago, but still, not bad.
back in december and january, the early results of the 卡塔尔世界杯常规比赛时间 busy season barometer survey showed respondents somewhat optimistic about their upcoming year.
- 15 percent expected their client lists to grow by 10 percent or more. another 34 percent were hoping for a growth of 5 to 10 percent.
- a mere 9 percent were anticipating any kind of decrease in clientele.
- 41 percent didn’t see much change coming one way or the other.
more barometer: concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | 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.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
but now with firms looking back over their season, the stats are shifting again, with a big increase in those experiencing a decrease.
read more →
ten services to offer tax clients after tax season | listicle
by 卡塔尔世界杯常规比赛时间 research
every tax client is a potential client for other services. stay busy after busy season by helping with other financial and tax-related services.
more listicles here
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here are 10 you can offer or adjust for specific clients.
- amended tax returns: if client negligence or erroneous information leads to the need of an amended return, you should be there to help.
- tax notice resolution: help clients respond to irs or state tax notices and resolve disputes.
- audit support and representation: let clients know that you can represent them during irs or state audits and provide guidance through the process.
- estimated tax payment planning: calculate and schedule quarterly estimated tax payments for self-employed or high-income clients. this simple service could be bundled with others.
- tax transcript retrieval: obtain irs transcripts to review past filings or address discrepancies. this is of special interest to high-income clients.
- year-round tax planning: offer strategies to minimize tax liability for the current and upcoming years.
- advice for basic financial decisions: for lower-income clients, this might be simple reminders on contributing to iras, 401(k)s or other retirement plans to maximize tax advantages. the higher the income, the more advice they can use.
- tax-advantaged investment planning: assist with tax-oriented investment, such as municipal bonds or tax-loss harvesting.
- tax credit eligibility reviews: identify overlooked credits (e.g., r&d, energy efficiency) for current or future filings.
- income shifting strategies: propose ways to redistribute income among family members or entities to reduce tax liability.