are we ready for the hidden risks of ai in accounting? | arc
“without ai literacy, we’re all at risk.”
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
surveys & research
partnership vs. corporate styles of firm management
also: are you one firm or a bunch of solos under one roof?
by marc rosenberg
the rosenberg practice management library
“you get what you measure.” – peter drucker
in the context of this post, the terms “partnership style” and “corporate style” are used to describe a management style. these terms have nothing to do with the firm’s form of legal entity such as partnership, corporation, llc, etc.
more by marc rosenberg
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partnership vs. corporate style
in our work with cpa firms, we have observed two distinct styles of management: partnership and corporate.
partnership style. democracy heavily impacts the way partnerships are governed. in a democracy, every partner has a vote and there is a “majority rules” mentality. checks and balances prevent leaders from becoming dictators. the “citizens” want a reasonable amount of input into decisions. the partners sometimes feel collegiality is more important than management discipline.
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what cpa firms could do better
survey respondents have specific suggestions.
by 卡塔尔世界杯常规比赛时间 research
people at cpa firms generally think their practice is pretty effective at meeting its objectives with consistency over time.
but only 5 percent think their firm’s doing a great job. and about that many think their firm’s doing a somewhat lousy job.
more barometer: 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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the 2025 busy season barometer is finding that on a scale of 1 to 10, 45 percent of respondents would rate their firm at an 8 or better, and another 25 percent give their firm a so-so 7.
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brand and online marketing matter
let them do the selling for you.
by jody padar
radical pricing – by the radical cpa
we’ve talked about alignment and how it can lead to saying goodbye to clients who are misaligned with your new client-centric business model. the goal should be to replace every misaligned client with one (or more) who is aligned with your new pricing model. marketing is the most powerful tool in the accountant’s toolbox to make this happen.
more by jody padar
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used properly and aggressively, marketing can help you build a pipeline of potential new prospects who fit your new business model. consider it your security blanket in the middle of changing times.
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tax refunds plummet, but no worries
tax pros handling 41% of e-filings.
by beth bellor
refunds, the one bright spot of the 2025 tax season so far, have dropped, and not just a little – 31 percent and more.
more: tax refunds up 18% early on | first tax filing reports are in
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of course the irs has an explanation. it’s a plausible one and, as usual, tied to timing.