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use innovation to rethink client service

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businesswoman opens door to brick wall

six roadblocks to avoid.

by alan anderson, cpa
transforming audit for the future

“we cannot solve our problems with the same thinking we used when we created them.” – albert einstein

when most auditors hear the word “innovation,” they think it has to do with getting more technology. but that’s only a small part of what innovation means. innovation isn’t just throwing more technology at your audit processes. that approach is often just replicating with technology what you have done in paper for decades.

more by alan anderson
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according to an article in forbes, “innovation is the rethinking or reimagining of a business process that already exists.” applied to audit, innovation is reimagining what audit is and what audit can be. it’s the transformation of audit from a commoditized compliance-only function to a sought-after and highly valued service that produces benefits to the clients who use that service and to the firms who provide that service.
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chris farrell: id your hidden bottleneck | the concierge cpa

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optimizing the client experience is the real key to growth and profitability.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

on a recent episode of the concierge cpa, liscio founder and ceo chris farrell joins host jackie meyer to challenge the conventional wisdom about workflow systems in accounting. his core message? firms don’t just need better systems—they need a client-first approach to technology.

“most of the problems firms are facing stem from one thing,” said farrell, a cpa and veteran software innovator. “you’re always waiting on the client.”

more jackie meyer

farrell knows both sides of the equation: as a former arthur andersen accountant and cfo, and as a serial entrepreneur who’s spent 15 years building tools specifically for accountants. with liscio, a client experience platform, he’s tackling a key pain point: fragmented communication. “when clients don’t know where to send documents or how to respond, the firm grinds to a halt.”

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hannah munro: why 70% of transformation projects fail | accounting influencers

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“a bad process is a bad process, whether a person or a piece of technology is doing it.”

sponsored by “max: maximize productivity, profitability, and client retention,” by august j. aquila  – see today’s special offer

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accounting influencers
with rob brown

change is inevitable, but learning to navigate transformation effectively is the key to long-term success for finance and accounting professionals. in this part two of the accounting influencers podcast with hannah munro, the change expert shares her insights on how firms and finance leaders can embrace change and drive it forward to enhance efficiency, adaptability, and business impact.

“what’s also very interesting is that change is getting faster,” says munro, managing director at itas solutions and host of the cfo 4.0 podcast. “the pace of change is accelerating, and that volatility and uncertainty are driving the need for finance professionals to step up and elevate their role.”

munro emphasizes that transformation is not a one-time event but a journey. “if you feel like it’s something short term that you’re going to suffer through and then never have to change again, you are probably living in the wrong century.”

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ashley kostos: secret weapon = skills testing? | move like this

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“accounting isn’t a ‘fake it ’til you make it’ job.”

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 “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

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move like this
with bonnie buol ruszcyk
for 卡塔尔世界杯常规比赛时间

in a recent episode of move like this, ashley kostos, sales manager at accountests, joined host bonnie buol ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. with ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.

more move

accountests, founded by a former pwc partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. these tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “accounting isn’t a ‘fake it till you make it’ job,” kostos emphasizes. “you need to know how to do the work.”

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six differences with cas processes

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help your clients run their businesses better.

by hitendra patil
client accounting services: the definitive success guide

let us focus on cas-specific processes that can give you competitive advantages. this is not about the technicalities of accounting processes. as a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.

more by hitendra patil
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are client accounting services processes different than what you have been doing till now? yes, and no.
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best practices for executive committees

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six people meeting around a table

how many people? what do they do? and more.

by marc rosenberg
the rosenberg practice management library

“a group of the unprepared, appointed by the unwilling to do the unnecessary.” – fred allen

when firms are small or newly formed, the firm’s management philosophy is characterized by some or all of the following:

  1. “we all have a vote, and we make decisions as a group.”

more by marc rosenberg
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  1. partners share profits and duties. “if we all pitch in and take responsibility for a certain area of the firm (admin, staff, quality control, marketing, etc.), our firm will be well managed, and we can save the cost of a firm administrator.”

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firm differentiation depends upon client service | accounting arc

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raising the bar on client service doesn’t mean sacrificing all your time. 

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

more arc: analysis, reaction, comedy

technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. 

in a recent episode of accounting arc, co-hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age. 

more accounting arc: ron baker: surviving tariff turbulence | crypto, cash, or chaos? the fallout of an irs-free america | is agentic ai a game changer or game ender? | kelly mann: thriving against all odds | 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

“client service is the number one reason we hear clients are looking for a new cpa firm,” says mason, founder and ceo of high rock accounting. “we need to get back to the roots of our profession—deep relationships and great communication.” 

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art werner: are your clients throwing money away? | quick tax tip

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without the right strategy, even the best intentions can go to waste.

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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quick tax tip
with art werner
cpe today

charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving these goals: donor-advised funds.

click here for more art werner

“the average client has no idea that a donor-advised fund exists,” werner says. “and if i, as a professional, am not aware of a technique, i probably won’t use it — not because i’m afraid of it, but because i’m ignorant of the ability to utilize it.”

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refunds up 5% as tax returns top 100 million

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chart of irs tax filing data

tax professionals still edge out diyers.

by beth bellor

as the tax season slipped into april, the number of individual income tax returns filed topped 100 million.

more: tax pros rev up filing pace as diyers lag | tax returns nearly match 2024 rates | tax pros edge diyers in e-filings | 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 internal revenue service had received 101.4 million returns as of april 4, the latest data available, down 0.4 percent from the same period in 2024. it had processed 100.3 million returns, up 0.2 percent.
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