breslin & greathead: be a client advocate | the disruptors
help customers catapult their businesses forward.
the disruptors
with liz farr
special
ready to innovate? ask these six questions first
about to jump in with technology? hold on.
by alan anderson, cpa
transforming audit for the future
ten marketing ideas for accountants | listicle
van carlson: 831(b) risk strategies gain ground | the concierge cpa
the former tax loophole is now a mainstream strategy for business continuity.
the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
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.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
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
annuities and insurance growing more attractive
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david lau is the founder and ceo of dpl financial partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, for registered investment advisors (rias) and individual investors. |
plus four common misconceptions.
by david lau, founder and ceo of dpl financial partners, and
ross mcgoodwin, regional vice president at dpl financial partners
the holistic guide to wealth management
after the stock market swooned (-22% s&p 500) and the majority of bond indices suffered double-digit losses in 2022, protection and income solutions are at the forefront of planning discussions. instead of these principal protection and income solutions being offered only by commission-based agents, however, now they can be offered by fiduciaries for planning discussions and appropriate implementation.
more: bridge the advice gap for better financial futures | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
exclusively for pro members. log in here or 2022世界杯足球排名 today.
according to limra (life insurance marketing and research association), retail annuity sales in 2022 shattered the annual sales records set during the global financial crisis of 2008. for instance, fixed-rate deferred annuities totaled $113 billion, more than double the sales in 2021, limra reported. cd alternatives, such as fixed-rate deferred annuities, provide security and tax-deferred growth. i have found this helps clients guarantee upside return, something they are actively seeking after one of the worst years in combined equity and bond performance since world war ii. i’ve also found that fee-only options will provide higher rates compared to traditional, commission-based solutions.
read more →
okorie ramsey: diversity’s about building bigger tables | accounting influencers
“…not just filling seats.”
sponsored by “holistic guide to wealth management” by rory henry – 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.
accounting influencers
with rob brown
as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.
in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.
“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
read more →
help businesses grow with weekly cas reports
traditional reports fall short. here’s how to do better.
by hitendra patil
client accounting services: the definitive success guide
if you are wondering whether client accounting services needs a different set of reports, you are in the right place. at the same time, it may be confusing how you can produce reports that are different than those your software provides out of the box.
more by hitendra patil
exclusively for pro members. log in here or 2022世界杯足球排名 today.
cas is about the outcomes of your work, from the clients’ perspective. cas outcomes are useful, insightful, and advise clients in ways that routine, traditional reports cannot deliver. the outcomes you provide from your cas offering need to relentlessly focus on the relevance, usability and importance from your clients’ point of view. one of my ex-clients, an experienced and expert cpa from san diego – who had mostly high-net-worth individuals with multiple businesses as his clients – told me, “after 19 years in practice, i realized that small to medium business entrepreneurs are not really concerned with managing their balance sheets. it is the job of the accountant.”
read more →
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.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
small firms prevail.
- 24 percent are sole practitioners.
- 42 percent have 2-10 people in the firm.
- 17 percent have 11-25 people.
marketers to ceos: the expanding role of growth leaders in accounting | gear up for growth
strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.
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 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro – 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.
gear up for growth 
with jean caragher
for 卡塔尔世界杯常规比赛时间
in a special episode of gear up for growth, host jean caragher hands the mic to guest facilitator sarah dobek, president of inovautus consulting, to lead an inspiring conversation about career opportunities in accounting marketing.
joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth 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
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julie tucek, marketing director at legacy professionals;
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eric majchrzak, ceo of beachfleischman;
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carrie steffen, co-founder and president of the whetstone group, recently announced as the next ceo of the iowa society of cpas; and
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jamie thomas, principal, growth and marketing at bdo usa
together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it’s heading next.
blockchain could still reshape accounting | arc
technologies like ai and web3 could eventually unlock blockchain’s full potential.
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro – 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.
accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
is blockchain dead? in a thought-provoking accounting arc, hosts liz mason, cpa, and donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma; tackle the pressing question and brainstorm other blockchain applications.
the short answer is no—but the landscape has changed.
more accounting arc: what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | 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
when blockchain first entered mainstream conversation, it was hailed as a transformative tool capable of revolutionizing financial reporting, auditing, and recordkeeping. however, according to mason, ceo of high rock accounting, the execution challenges are enormous.
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
exclusively for pro members. log in here or 2022世界杯足球排名 today.
sometimes they expect their accountant to offer it.
sometimes they are even willing to pay for it.
read more →
bissett bullet: don’t just talk the talk, walk the walk
today’s bissett bullet: “if you’re a business owner in need of an accountant and an advisor, you’re probably hoping those are one and the same person.”
by martin bissett
see more bissett bullets here