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lewis: workforce development is the next imperative | gear up for growth

training and growth—not just recruitment—will determine the profession’s future.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when jan lewis, vice chair of the american institute of cpas (aicpa), says, “the world is a complicated place, and who better than a cpa to help cut through the noise?” she’s not offering a slogan. she’s issuing a call to action.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

in a wide-ranging and refreshingly candid conversation with host jean caragher on gear up for growth, lewis makes the case that this moment—right now—is one of the most consequential and opportunity-rich periods the cpa profession has ever faced.

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growth strategies

twelve ways to use chatgpt today

embrace artificial intelligence in your accounting practice.

by jackie meyer
the balanced millionaire: advisor edition

in today’s rapidly evolving landscape, technologies like artificial intelligence (ai), natural language processing (nlp) and advanced large language models (llms, the brains behind tools like chatgpt) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. integrating ai into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

more by jackie meyer
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it might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

what are ai, nlp and llms?

  • artificial intelligence: ai is a broad term for machines or software that mimic human intelligence processes. this includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. in practice, ai can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. in our context, think of ai as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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about us

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

because we are so used to providing compliance work, we are used to looking in the rear-view mirror. our prospective client, however, wants to look out of the windshield to where we are going. so, let us make sure that our proposals represent a forward-looking view more than they do a historical-looking view. the prospective client takes the recording of the past as a given. they want to know where they are going with us in charge.

today’s to-do:

today the action point is this. before a meeting with a prospective client, make sure that our agenda is future-focused, not historically focused.

see more bissett bullets here

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accounting arc

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

build a 7-figure firm in just 4 hours a week!

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?

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busy season management

busy season 2026: how ready are you? it depends

the answers track firm size and practice focus.

on the front lines (clockwise from top left): winke, sosinski, d’angelo, parent, kaplow, gehring

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.

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