today's features
featured video

kapilovich: treat people like people | the disruptors

accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely.

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the disruptors
with liz farr

yuri kapilovich didn’t set out to become #thefuncpa. it started as a casual hashtag when he shared photos from buses and bikes, but it stuck—especially after a networking event where attendees misread his booth sign and started calling him “the funk pa.” the nickname became a brand, but it also reflects his deeper mission: bringing humanity and humor back to a profession that’s burning out its best talent.

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

more streaming: 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 |

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kapilovich, founder of kapilovich & associates, believes the root of accounting’s talent shortage is simple: misplaced priorities. “we, as a profession—especially in the larger firms—have lost sight of the fact that the number one asset we have is our people,” he says. “it’s not the clients.”

read more →

audit & assurance

it’s time for a new cpa career track

older woman showing young woman something on office computer screen

how are you assessing your team?

by alan anderson, cpa
transforming audit for the future

i’m fortunate to have two great former auditors working with me in accountability plus – my son tyler anderson and corey schmidt, who met working together as auditors. but that firm – like most firms – was focused on total hours worked and realization rates, and had no tracks for auditors who didn’t fit in the normal staff to senior to supervisor to manager to partner progression.

more by alan anderson
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as corey told me, “tyler and i were good with workflow management and managing processes, and that’s what our firm should have had us focus on.” corey demonstrated that when he was assigned the employee benefit plan practice at that firm, and through his leadership, improved fee realization from 60 percent to 100 percent.

read more →

featured video

nicholson, fox: exit planning and the psychology of letting go | holistic guide to wealth management

“no one wants to leave the irs more than they have to.”

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

an estimated 10 to 12 million boomer-owned businesses are expected to transition over the next decade. that’s a massive wave of planning, liquidity events, and legacy questions. yet experts say most owners don’t engage advisors until they’re well into the deal process.

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“by the time they come to us, they’ve often already signed a letter of intent,” laments randy a. fox, cfp, aep, founder of two hawks family office services, on a recent panel discussion for contributors to my new book, holistic guide to wealth management. “that shuts the door on a lot of the strategies that could have helped them keep more of what they built,” fox added. 

fellow contributor and panel discussion guest christine nicholson, author, business consultant, and exit planning specialist, has worked with hundreds of owners. she sees the same distorted view of reality cloud their thinking — owners mistakenly assume their kids will take over and believe their business is worth far more than it really is. read more →

accounting influencers

how accounting leaders build influence without a big four resume | accounting influencers

…and the 8 emerging leadership paths that can help you rise to the top…


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accounting influencers
with rob brown

in the world of accounting, influence is no longer the exclusive domain of big four alumni or ivy league pedigrees. each december, accounting today releases its top 100 most influential people list, highlighting leaders who shape the profession. the surprising truth behind many of these selections? over 70% started from modest beginnings, without elite credentials, but with a clear strategy for building career capital.

in a recent episode of the accounting influencers podcast, host rob brown delves into the evolving landscape of leadership in accounting. “this isn’t about popularity or vanity metrics,” brown says. “it’s about curating influence—the kind that drives innovation, fosters relevance, and moves the profession forward.”

read more →

pro member exclusive

priority no. 1: your mental and physical health

henry
 rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

read this before you start adding new service offerings to your practice.

by rory henry
the holistic guide to wealth management

most of you reading this article are highly motivated, highly disciplined individuals with a keen eye for detail and incredible dedication to your clients. i’m sure many of you are thinking about ways to squeeze even more productivity out of your day so you can find time to incorporate financial advisory services into your thriving practice.

more: build stronger financial futures with health care planning | 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
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we all know about the burnout epidemic plaguing the accounting profession, and it’s not just a mental health issue. before you start burning the candle at both ends, please review the cautionary tales of highly accomplished cpas and entrepreneurs below who’ve had to make significant recalibrations to their lives when their health ultimately failed them.
read more →

growth strategies

hiring strategies for your dream team

woman and man shaking hands across a desk

who do you bring on first?

by jackie meyer

“a team is not a group of people who work together. a team is a group of people who trust each other.” – simon sinek, “start with why”

building a successful advisory practice isn’t a solo endeavor. yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the balanced millionaire lifestyle, you’ll eventually need a strong, capable team. otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.

more: the ai revolution: embracing artificial intelligence in your practice | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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this article focuses on the critical process of hiring a team that aligns with your vision and values. we’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
read more →

client accounting services

how to get cas clients to blow your horn

burst of color emerging from trumpet bell

including templates you can use today.

by hitendra patil
client accounting services: the definitive success guide

to expand and grow your client accounting services practice, you need a steady stream of new prospects. while referrals have been accountants’ #1 source of getting new clients, this method gives no predictability and control to accountants on which types of prospects come in their doors. you need the ability to attract cas-fit clients continuously. hence, your lead generation process needs to be adjusted accordingly.

more by hitendra patil
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the accounting profession’s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
read more →

featured video

marketing success depends on curiosity, collaboration, and client experience | capstone conversations

understanding the full picture delivers higher roi.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of capstone conversations with jean caragher of capstone marketing, alex miller, marketing manager at lanigan ryan and the association for accounting marketing’s 2025 volunteer of the year, shares powerful insights about the evolving role of marketers in accounting firms. her two top takeaways? curiosity and collaboration drive career success, and client experience and artificial intelligence (ai) offer the profession’s biggest opportunities and challenges. 

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

“curiosity has opened so many doors for me,” says miller. “you have to ask questions – about your firm’s services, your teammates’ work, and your goals. when you understand the full picture, you can market more effectively and bring real value to your team.” 

read more →

about us

bissett bullet: cash reserves kill anxiety

today’s bissett bullet: “the best thing you can do for your business is to build a six-month reserve for your personal and business finances.”

by martin bissett

building a three- or six-month cash reserve removes anxiety. it creates calm and confidence and avoids lowballing just to win work. it frees creativity and allows you to think clearly about new ways to help your clients or to communicate your message to potential future clients.

today’s to-do:

calculate your monthly expenses. not income but what it costs you to keep the lights on for a month. budget to save a small percentage of that each month until you have built enough of a reserve to keep going for six months without income.

see more bissett bullets here

read more →

accounting arc

true grit: recognizing struggles that shape our successes | arc

the arc team spills their messiest moments and why grit—not perfection—matters most. 

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

more arc: analysis, reaction, comedy

in the latest episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; liz mason, cpa; and byron patrick, cpa.citp, cgma, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. 

more accounting arc: 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 |

“this episode was about being honest,” says patrick, ceo of verifyiq and co-founder of tb academy. “there are moments in everyone’s career where it all feels like too much.”  read more →

featured video

werner: the hidden tax hike for accountants in trump’s “big beautiful bill” | quick tax tip

“every bill hides a tax increase.”


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quick tax tip
with art werner
cpe today

trump’s new “big beautiful bill” might look like a win for taxpayers…but not so fast. for accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.

click here for more art werner

in this episode of quick tax tip, expert art werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. the bottom line? if you’re part of a pass-through entity, your tax benefits may be about to shrink.

werner opens the discussion with a familiar refrain in tax: it depends. read more →

pro member exclusive

how taxdome and juno just changed the tax tech game

taxdome unveils ai-driven workflow to challenge aiwyn, canopy, karbon.

workflow warriors: juno’s haase, left, and taxdome’s radzinsky

 

by 卡塔尔世界杯常规比赛时间 research

taxdome and juno are launching the accounting industry’s first fully integrated, end-to-end tax workflow solution, an automation-powered platform uniting proposal to payment under a single login.

more in tech | aiwyn enters race for the all-in-one practice management platform | is practice management having its moment?

the rollout lands at a pivotal moment in a fiercely competitive practice management software market, where venture capital, artificial intelligence and consolidation are redrawing the digital map for tax and accounting firms.

read more →