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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.

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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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werner: avoid the tax traps of obbba | quick tax tip

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the one big beautiful bill act can reward smart planners—and punish the unprepared.

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quick tax tip
with art werner
cpe today

in the aftermath of the newly enacted one big beautiful bill act (obbba), taxpayers and businesses alike are scrambling to determine whether they stand to gain or lose under the sweeping changes. but according to tax authority art werner, the dividing line between winners and losers is clear: those who plan will win; those who don’t will lose.

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catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.

“there are always winners and losers in a tax bill,” werner says in the latest quick tax tip podcast. “but the best answer i can give at this point is that the winners are going to be the people who plan.”

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ruparel: boost productivity by 3x | big 4 transparency

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equity pathways, training, and culture—not payouts—will determine which firms thrive in the pe era.

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

brace yourself: revenue per employee is projected to grow 2.7 times over the next decade, while 87% of the workforce will have less than 10 years of experience by 2035.

that dual pressure, nishaad ruparel, president of private equity-backed ascend, tells dom piscopo in today’s episode of big4 transparency, demands a rethinking of ownership, training, and culture across the profession. and it’s why the most progressive firms are not grabbing payouts—they’re betting on equity pathways, people-first strategy, and selective centralization to compete in the pe era.

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“these firms are looking at their clients and saying, ‘i’ve served this market for 50 years – how do i keep doing that in a way that’s synonymous with excellence?’” ruparel explains. “then they look at their people, at their deep bench, and ask how they can secure their future. and they realize: the cost of independence is rising fast.” 

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werner: parking perks that pack a tax punch | quick tax tip

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nonprofit employees face a new tax reality on fringe benefits.

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quick tax tip
with art werner
cpe today

for years, employers could offer free or subsidized parking or public transit passes as a valuable fringe benefit without triggering extra tax for employees. businesses could deduct the cost—up to an inflation-adjusted $325 per month in 2024—while employees enjoyed the perk tax-free.

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catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.

that changed under the tax cuts and jobs act (tcja). now, if a business deducts the cost of parking or transit benefits, employees must count it as taxable income. employers can still shield employees from the tax by choosing not to deduct the expense.

but here’s where nonprofits face a unique twist: unlike for-profit businesses, nonprofits generally don’t pay federal income tax. that means the choice to deduct or not deduct the expense is irrelevant—yet the tcja requires nonprofit employees to treat the benefit as taxable income regardless.

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