move teams with center for accounting transformation for research project
recruiting top talent isn’t enough. firms must master retention.
by 卡塔尔世界杯常规比赛时间 research
surveys & research
new attitudes spell new opportunities in estate planning
is the american postmortem dream dead or just drifting?
by 卡塔尔世界杯常规比赛时间 research
in an unsettling shift, the old american dream of hard work leading to opportunity and financial advancement is fading into history.
more: what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
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sixty percent of americans are abandoning the traditional value system as younger generations prioritize “personal fulfillment, social impact and even digital legacy over traditional wealth accumulation,” according to trust & will, an online estate planning firm.
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tax advisory: new pathway to financial freedom
five kpis to measure success.
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jackie meyer, cpa, ctc, msa, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas. she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo. |
by jackie meyer
the holistic guide to wealth management
revenue growth isn’t just a metric; it’s at the heart of financial well-being for financial professionals and their clients. when a firm grows its revenue, the balance sheet isn’t the only thing that benefits. it enables the firm to invest in advanced technologies and education, to offer more comprehensive services, to fulfill philanthropic goals and to attract top-tier talent. expanding revenue also benefits the firm’s clients by availing them of more strategic advice, faster response times and ultimately, a more secure financial future.
more: raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | profile of a modern firm: putting the vision into practice | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | introducing you to a fulfilling return on relationships
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according to an american psychological association’s stress in america survey, money worries and inflation have raised our collective stress to the highest level since 2015. financial stress is detrimental to mental health and leads to higher rates of anxiety, depression and other mental health issues.
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jim bourke: keep your edge | accounting influencers
“embrace change and keep filling your tool belt with the best technology out there.”
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accounting influencers
with rob brown
jim bourke, a recognized leader in accounting technology and a partner at withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the accounting influencers podcast. with decades of experience advising firms on technology adoption, bourke discusses how artificial intelligence (ai), cloud computing, and regulatory changes are shaping the industry.
“the excitement around technology today is off the charts,” bourke states, highlighting how innovations like chatgpt have reignited enthusiasm for ai in accounting. just a year ago, ai was barely mentioned at major industry conferences. now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.
“ai is not here to take the accountant’s job away,” he clarifies. “it will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”
encourage desirable behaviors through metrics
three leading indicators for your firm to move toward.
by samantha mansfield
the saying, “we manage what we measure” is a phrase we have heard many times, but how often do we reflect on the way we manage those measurements?
more: five ways to head off reluctant leadership | you need capable successors for a seamless transition | generosity: the root of great leadership
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we use measurements and metrics daily in our personal and professional lives to achieve results. we use them to track progress and success, but what we may not realize is how much these measures influence our behaviors. as much as metrics can foster positive actions, they can also create bad ones, or even bad habits.
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remembering peter margaritis: applying the art of improv to accounting communication
‘everyone here is a superhero.’
by liz farr
matt dixon: how top rainmakers win clients | gear up for growth
doing great work is no longer enough to ensure client retention.
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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gear up for growth 
with jean caragher
for 卡塔尔世界杯常规比赛时间
in a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. in this gear up for growth episode hosted by jean caragher of capstone marketing, guest matt dixon shares insights from his forthcoming book, “activator advantage: what today’s rainmakers do differently.” dixon, a founding partner of dcm insights and a renowned sales researcher, detailed how top-performing professionals distinguish themselves through proactive engagement and strategic relationship-building.
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | 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
dixon’s research, based on a study of nearly 3,000 partners in professional services firms—including accountants, lawyers, and consultants—identifies five distinct business development profiles:
what millennial managing partners face
plus six tips for those aspiring to the role.
by marc rosenberg
the rosenberg practice management library
cpa firm managing partners often serve for long periods of time. a tenure of 20 to 25 years is not uncommon. for managing partners to serve that long, they command the unwavering respect of the partners, often cling to old practices and, toward the end, may not be the visionary they once were.
more by marc rosenberg
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when a new managing partner takes over, this presents the firm with tremendous opportunities to change and improve the firm. the worst mistake is for the new managing partner to carry on just like their predecessor.
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bissett bullet: give me one good reason
today’s bissett bullet: “one reason why accounting professionals find it difficult to sell is that they rarely give a reason to move that the prospect cares about.”
by martin bissett
see more bissett bullets here
talk politics professionally | transformation talks
“politics affects tax laws, compliance, and financial decisions. we can’t afford to ignore it.”
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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transformation talks
with donny shimamoto
center for accounting transformation
politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious.
in this episode of transformation talks, host donny shimamoto, cpa.citp, cgma leads a discussion with brian tankersley, cpa.citp, cgma; ron baker, cpa (inactive), and amy welch, apr, cae, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue.
radically change your pricing model: a q&a
insights on engagement, value, billing and more.
by jody padar
radical pricing – by the radical cpa
what’s your value proposition? if you increase your price, how will it enhance your services?
more by jody padar
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changes of this magnitude come with lots of questions. from pricing models to client pushback to determining value, the following are answers to questions received related to pricing strategies for accounting and advisory services.
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twelve ways to add fun to tax season
why not?
by ed mendlowitz
tax season opportunity guide
tax season presents exciting opportunities for accounting firms and their staffs. every moment should be enjoyed and appreciated.
more by ed mendlowitz
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following are 12 reasons:
tax pros edge diyers in e-filings
refunds average around 5 percent over last year.
by beth bellor
can you say paperless? only 2.7 percent of individual income tax returns come into the internal revenue service by paper anymore, and only 3 percent of refund recipients request paper checks.
more: 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 agency received 70.4 million individual income tax returns as of march 14 – the latest data available – down 1.7 percent from the same period in 2024. it processed 69.6 million returns, down 1.4 percent.
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