bissett bullet: look to the future
today’s bissett bullet: “in writing a proposal for a potential client, it serves us to remember that they want us to help them create history more than record it.”
by martin bissett
today's features
ocr, research bots & meeting assistants: what actually helps now | arc
firms use ai, planning, and “hope” to make tax season more manageable.
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
as firms head into tax season, the hosts of accounting arc make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.
more accounting arc: return season is the new stress test | small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphone | baker: interpreting pricing psychology | don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure
in a special tax season readiness episode, donny shimamoto, cpa.citp, cgma; joins co-hosts liz mason, cpa; and byron patrick, cpa.citp, cgma; to preview new tax platform research, spotlight emerging ai tools and talk candidly about what helps teams sustain momentum from january through april.
shimamoto, founder and managing director of intraprisetechknowlogies llc and founder and inspiration architect for the center for accounting transformation, sets the tone early. he says he intentionally avoids calling it “busy season,” noting that practitioners tell him the upcoming cycle may feel lighter than the past few years. the conversation that follows keeps returning to the same core question: what, specifically, helps firms reduce friction before deadlines hit?
busy season 2026: how ready are you? it depends
the answers track firm size and practice focus.
by 卡塔尔世界杯常规比赛时间 research
across the profession, accountants heading into the 2026 busy season are not sounding alarms, nor are they celebrating breakthroughs. instead, they are settling into a steady, almost restrained confidence.
join the busy season barometer survey here.
more tax, pricing, and the 2026 outlook
the latest busy season barometer reveals that firms’ sense of readiness bears a striking resemblance to where they stood a year ago. for some, this signals resilience. for others, it signals stagnation. the portrait that emerges is a profession caught between incremental improvements and persistent operational friction.
sixteen marketing activities to try
maybe you can help a client at the same time.
by august aquila
max: maximize productivity, profitability and client retention
just in case you have run out of marketing ideas, what follows is a laundry list of activities for your consideration. any marketing activity you undertake needs to start with an understanding of your market, and then develop the activity around those needs. marketing is about getting in front of your targets so that they can see how much you can help them.
more by august j. aquila
exclusively for pro members. log in here or 2022世界杯足球排名 today.
create your activities around this concept: “i will provide my clients and prospects with valuable information in order to help them determine that i (or my firm) can best solve their problems and satisfy their needs.”
read more →
epp and schrock: firms that listen keep their people | move like this
paychecks and perks are no longer enough to retain talent.
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 the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer
subscribe to 卡塔尔世界杯常规比赛时间 research podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.
move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间 research
in this episode of move like this, bonnie buol ruszczyk sits down with kristi epp, a tax partner, and amber schrock, an advisory partner and las vegas market leader at frazier & deeter, explore how the accounting profession is evolving and how firm leaders can better support their people. both guests share their career journeys and how they found long-term professional homes at the firm, emphasizing mentorship, growth opportunities, and a culture that values people as much as performance.
more move
epp and schrock note that the past five years, particularly the post-covid period, have fundamentally reshaped accounting. remote work, automation, and regulatory complexity are now the norm, while consolidation and private equity activity are accelerating change across the profession. frazier & deeter’s recent growth initiatives, including acquisitions, reflect this shifting landscape and the need for firms to think differently about scale, talent, and integration. read more →