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werner: tax-free tips? not so fast | quick tax tip

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a campaign promise turns into tax code reality—but only for a limited time.

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quick tax tip
with art werner
cpe today

on the latest quick tax tip, tax guru art werner unpacks one of the buzziest provisions tucked into the “one big beautiful bill”: the partial exemption of tips from taxation.

click here for more art werner

during their campaigns, both former president trump and vice president harris floated the idea of eliminating taxes on tips. now, some of that rhetoric has made its way into law—but with caveats that every taxpayer, accountant, and employer in the hospitality sector needs to understand.

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yoss: cut costs, not corners | quick tech talk

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from automation to document management, open source solutions can deliver enterprise-level value for free.

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4impactdata: 10x your advisory.
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quick tech talk
with steve yoss
cpe today

what if you didn’t have to pay for adobe acrobat, photoshop, or even popular automation platforms like zapier? what if you could get the same—or even better—functionality for free, while also gaining full control over your data and privacy? that’s the promise of open source software, and it’s more accessible than ever.

more steve yoss here | more tech

in the latest episode of quick tech talk, you’ll learn how open source tools are transforming both personal and business technology use. from document management to automation, open source solutions provide cost savings, flexibility, and security—all without the hidden strings of paid saas products.

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cpa firm ownership under fire | arc

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as private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.

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

when new york passed the first cpa licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. more than a century later, that mandate is at the heart of a heated debate about who should be allowed to own cpa firms.

more accounting arc: walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

in the latest episode of accounting arc, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, explore the evolution of firm ownership rules and their implications for the profession.

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thirteen reasons why accounting firms merge

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executive woman and man in business meeting

check your motivation, then create your strategy.

by marc rosenberg
cpa firm mergers: your complete guide

why do firms merge?

whether you’re looking to acquire a smaller firm, merge upward into a larger one or join forces with an equal, answering this basic question honestly and objectively is key to laying the groundwork for a successful merger.

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

in the chart below, the main reasons that firms seek mergers are listed. some of these objectives will benefit all parties across the board, while others provide the greatest advantage to one or the other of the merger partners based on their unique situation.
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baker: find true purpose to end burnout | the disruptors

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cpas can help guide four types of client transformation – and break through their own listlessness.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

ron baker has been pushing accountants to change how they think and how they operate their businesses for decades, starting more than 20 years ago by ditching the timesheet, and followed recently by adopting a subscription approach to services. now that more than half of cas firms have abandoned hourly billing, according to the latest cpa.com cas benchmark survey, it’s time for accountants to move from providing services to guiding transformations.    

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

baker’s latest endeavor with co-founder ed kless, threshold, aims to support accountants and other professionals in moving into the transformation economy. threshold is a membership community where professionals can receive guidance, attend meetings and webinars, and learn from each other.  

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yoss: let qbo handle repetition | quick tech talk

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automate common workflows, ensure accuracy, and free your time for higher-value work.

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quick tech talk
with steve yoss
cpe today

for years, quickbooks online (qbo) has been a go-to accounting platform for small and midsized businesses. now, its advanced edition takes efficiency to a whole new level by introducing robust workflow automation features designed to eliminate repetitive tasks and keep financial professionals focused on what matters most.

more steve yoss here | more tech

imagine never having to manually send invoice reminders, route approvals, or post recurring journal entries again. with qbo advanced, automation handles it for you. the platform now offers:

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fogelman, maksymiw: raise rates, harness ai | holistic guide to wealth management

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firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

on the latest episode of the holistic guide to wealth management, loren fogelman, founder of business success solutions, and mike maksymiw, cpa, executive director of aprio firm alliance, share strategies for firm growth, profitability, and sustainability. their discussion covers value-based pricing, client relationships, team culture, leadership authenticity, and the role of technology in shaping the accounting profession’s future.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

fogelman argues that firms often avoid raising rates out of fear of alienating long-time clients, but that reluctance undervalues their services. she stresses that a structured approach to rate increases allows firms to retain most clients while improving profitability.

the first step, she explains, is identifying which clients are profitable and which ones drain resources. by focusing on “what’s behind the money,” firms can better understand client goals and position themselves as consultants rather than technicians.

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ten ways to solve an upside-down staffing pyramid

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senior businessman with five colleagues

and six undesirable outcomes if you don’t.

by domenick j. esposito
8 steps to great

there is no question that the most profitable cpa firms (i.e., those with the highest average partner earnings) have figured out that leverage and a well-managed partner/staff pyramid is one of the key ingredients for success.

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

why is it then that so many firms today are struggling with just the opposite – an upside-down partner/staff pyramid where there are

  • too many partners and managers,
  • too few staff and
  • too little use of technology?

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watch out for scams! | listicle

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

technology has brought us many labor-saving services, but it is also facilitating scams. and with the help of artificial intelligence, scams are becoming more common, more subtle, more creative and more effective.

more listicles here
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help your clients with these 10 serious tips for avoiding a scam.
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life planning: going beyond the financials

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woman and man talking in office

 

what actions and changes can enhance emotional well-being and quality of life? they may be financial.

by rory henry
the holistic guide to wealth management

the future of advice is not financial, it’s human! it is about helping clients live their best lives.

more: how to conduct a proper discovery meeting | understand clients’ relationship with money | manage change through a pact | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a roth conversion, our goal is to shift your thinking toward a human-first financial mindset. this approach helps you uncover a person’s entire life. by being attentive to the many aspects of well-being, we can have a transformative impact on our client relationships that goes beyond financials.
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the dna of advisory-cas

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help your clients navigate with purpose.

by hitendra patil
client accounting services: the definitive success guide

i have witnessed it repeatedly: advisors who know the numbers inside and out but still struggle to provide genuine value.

why?

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

numbers are merely data until you add context, strategy and foresight; this is where real advisory work begins.
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five hard-earned lessons from exiting an accounting firm

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or “what i wish i knew earlier.”

by jackie meyer

having gone through the process of selling clients and eventually an entire firm, i gathered some invaluable lessons. if you ever consider selling part or all of your practice, keep these in mind:

more: it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | ten key guidelines for accounting staff | leverage technology for growth | master the roi method: price for value, not time | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

  • always have a retention clause: if you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.

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bissett bullet: the misunderstanding concern

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today’s bissett bullet: “well, what you say is very interesting but it seems like a lot more money for no extra benefit.”

by martin bissett

have you heard this objection? if the above claim is true, then unless you have presented a like-for-like proposal that is significantly more expensive than your prospective client is currently paying, they simply haven’t understood your offer.

calmly re-explain how your proposal meets the needs of their business over and above what they currently receive and talk them through the outcomes that they can expect for this increase in fee. ultimately, if they understand the benefit and aren’t prepared to invest then you’ll know to walk away.

today’s to-do:

be prepared for this scenario by rehearsing with a colleague prior to your presentation. if this particular prospect were to need further explanation, which outcomes would you highlight and which of your success stories may resonate?

see more bissett bullets here

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