today's features
marketing & sales

don’t get complacent about recurring fees

businessman sleeping with a giant dollar bill for a blanket

comfort is good … to a degree.

by martin bissett
business development on a budget

as you know, the traditional accounting firm model is firmly based on the reality of recurring fees that come in from clients every year. we can rely on these and forecast accurately how much revenue they bring in – which hopefully covers overheads and direct expenses of the business.

more by martin bissett
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this is a good thing, right? well, maybe not as much as you think.
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featured video

meyer: tax plans in 90 seconds? believe it | the disruptors

boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

jackie meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”

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

more jackie meyer and the concierge cpa

more streaming: 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 |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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featured video

dijoseph and mazabel: estate planning is the new advisory power play | holistic guide to wealth management

connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.

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

in today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. to stand out in a crowded field, you must be able to think at least two steps ahead of your clients. it means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

as you’re probably sensing, we’re not just in the business of numbers today. we’re in the business of behavior and relationships. that’s the message during the latest holistic guide to wealth management book panel featuring michael dijoseph, cfa, a senior strategist at vanguard’s investment advisory research center, and andres mazabel, head of advisor sales at trust & will. the discussion unpacks what 25 years of vanguard’s advisor alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations. 

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politics & government

doge, palantir and the irs: what could go wrong?

palantir and the irs: musk, left, thiel, right

 

who’s watching the irs code?

by 卡塔尔世界杯常规比赛时间 research

the irs’s unified api layer may be the cornerstone of a digital-first tax administration, even as key voices inside and outside the agency raise red flags about transparency, security, and oversight.

more tax | mounting delays undermine public trust in irs refund process | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill  | irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | accountants reporting a pretty good year | tax season faceplant: accountants overrun by late chaos

the partnership with the tech industry is triggering a new kind of scrutiny, not over software performance, but civil liberties. at the center of that concern is palantir technologies, a data analytics company that confirms it will work with elon musk’s department of government efficiency and the irs on the api infrastructure. read more →

audit & assurance

six skills that every auditor needs

man intently listening to woman in office

empowerment is for the whole organization, not just the rookies.

by alan anderson, cpa
transforming audit for the future

empowerment means that teams feel like they have ownership over the outcome, outputs and the process of what they are doing. they need to feel it’s ok to try doing things differently and even to make a mistake – and learn from it. the quality of everyone’s work improves when they have the confidence to present new ideas, and to push back when they think there’s a better way to do something. and empowerment delivers results – especially when it is partnered with owned accountability.

more by alan anderson
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unfortunately, most of us have a better idea of what an empowered team and empowering managers do not look like than what they do look like. let’s look at a few of the ones you may have seen in your time working.
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advisory & consulting

papin: a bold blueprint for modernizing | the concierge cpa

this interdisciplinary approach offers a glimpse into the future of the accounting profession.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – 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

in this episode of the concierge cpa, host jackie meyer introduces an extraordinary guest who truly embodies the term concierge advisor. meet chris papin—cpa, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

papin, founder of both papin cpa and papin law, brings a rare blend of legal, accounting, and advisory insight under one roof. based in edmond, oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

more jackie meyer

papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. that stuck. years later, papin is that lawyer—and cpa—bringing the skipped chapters into focus for his clients. his multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“small business owners often need to pull five levers to get all the professionals they need in one room. i decided to be all five,” papin quips.

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pro member exclusive

marketing strategies for wealth management services

portrait of kelly waltrich
waltrich
 kelly waltrich is the co-founder of intention.ly, a leading marketing consultancy to fintech and finserv companies.

turn holistic services into accelerated growth.

by kelly waltrich
the holistic guide to wealth management

for cpas, offering holistic wealth management services can be a game changer for your practice. these services are a clear opportunity to provide top-notch guidance to clients while fueling additional revenue streams.

more: trust is the primary ingredient | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but let’s be real – simply hanging out a “wealth management” shingle won’t cut it in an industry in which competition is abundant, and differentiation is key. making your clients and prospects aware of your expanded offerings, and growing your business as a result of those offerings, requires a much more targeted approach.
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accounting influencers

huber: from noise to noteworthy | accounting influencers

ditch bland blogs and craft content that actually converts.

 

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

in this accounting influencers episode, nick huber—former financial times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. but it doesn’t have to be.

instead of cranking out generic updates and lifeless newsletters, huber challenges firms to rethink their approach. “content is more than a checkbox. it’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says.

despite his statement, huber does offer two checklists for evaluating and producing lead-generating content.

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charts & graphs

can doge and palantir fix the irs with a ‘mega api’?

and what about data security and privacy?

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is developing a unified api layer intended to consolidate access across its fractured legacy systems, a move that could transform the agency—if executed with transparency, speed, and user needs in mind.

more irs | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill |irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | tax season faceplant: accountants overrun by late chaos

the project gained momentum–and sparked controversy–this year with the department of government efficiency and palantir technologies aiming to build a comprehensive api system.

read more →

featured video

ellison-taylor: small firms’ fix for talent crisis | gear up for growth

they’re not leaving the firm. they’re leaving you.

originally published jan. 10, 2025.
sponsored by max: maximize productivity, profitability, and client retention by august j. aquila  – see today’s special offer

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

what’s driving talent out of accounting firms? according to kimberly ellison-taylor, cpa, cgma, citp, cisa, everything from outdated leadership to untold success stories is pushing promising professionals away. in this episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, host jean caragher sits down with the powerhouse behind ket solutions to explore how the profession can—and must—change to attract and retain the next generation.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth | more capstone conversations with jean caragher | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

ellison-taylor, former chair of both the aicpa and the maryland association of cpas, started her journey into accounting as a third grader inspired by a career-day presentation. that spark led to decades of leadership—and now, a mission to transform the narrative around what it means to be a cpa.

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charts & graphs

five million irs refunds delayed by staff cuts

still, better than 21 million in 2022 pandemic.

by 卡塔尔世界杯常规比赛时间 research

2025 filing season by the numbers
individual returns received 140.6 million
refunds issued 86.1 million
total refund dollars $253 billion
average refund $2,942

issuing $49 billion more in refunds than last year, the internal revenue service processed over $253 billion in refunds during the 2025 filing season, with 86.1 million refunds issued and an average check of $2,942, according to the national taxpayer advocate’s 2026 objectives report to congress.

more irs | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill |irs’s big annual report: already out of date as agency grapples with chaos and cuts | busy season barometer stats: who’s responding and how they’re doing | tax season faceplant: accountants overrun by late chaos

in 2022, the irs faced a substantial backlog, with over 21 million delayed refunds, primarily due to pandemic-related challenges and a surge in paper filings. by 2023, improvements in processing systems and staffing helped reduce the backlog to approximately 1.9 million delayed refunds. however, in 2025, delayed refunds rose again to over 5 million, slowed by headline-making staff cuts and an uptick in identity theft cases requiring additional verification.

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