today's features

process is key to remote work

woman leading meeting, flipchart in background

your team and your clients both win.

by jody grunden
building the virtual cfo firm in the cloud

with the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

more by jody grunden
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creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. process helps streamline things, reduces confusion and makes your team more efficient and productive.
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kepczyk: tech is the new business model | gear up for growth

firm leaders can no longer ignore this conversation.

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

technology is no longer something cpa firms use to get work done. it’s what defines how firms compete, scale, attract talent—and increasingly, how they’re valued.

that was the clear, unambiguous message from roman kepczyk, director of firm technology strategy at rightworks, during his recent appearance on gear up for growth, hosted by jean caragher.

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.more capstone conversations with jean caragher every monday | 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

with nearly 30 years spent advising cpa firms of all sizes, kepczyk didn’t mince words: firms that fail to standardize, automate, and strategically invest in technology are already falling behind—whether they realize it or not.

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bissett bullet: rapport is the ultimate tool

today’s bissett bullet: “how easy or difficult it is for an accountant to write a powerful proposal document is often dependent on how well the initial meeting with the prospective client went.”

by martin bissett

if i had a penny for every time somebody had reported a new business meeting they had attended and said to me, “martin, you don’t understand, there was just no client need. i’m not sure why i was there, i could see no opportunity.” all these three phrases are code for “i did not find the need,” “i did not create strong empathy and rapport,” “i did not put together a compelling commercial argument for that business to work with our accounting firm.”

if this is true of your client meeting, you will find a proposal very difficult to write because you will be competing on the fronts of price, geography and likeability rather than a return on investment, which is the front we should be fighting on.

today’s to-do:

when reviewing your next quote or proposal document read it from the client’s perspective before you present it to them and see if you would buy from you. if not, can you identify an opportunity you missed to build rapport? bear it in mind for the future.

see more bissett bullets here

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return season is the new stress test | arc

e-commerce growth forces firms to rethink accruals, margins, and sustainability.

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 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

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!

holiday shopping has never been easier. with a few taps on a smartphone, consumers can buy gifts from bed, track deliveries in real time, and return unwanted items with minimal friction. but behind that convenience lies a complicated accounting reality—one that came into sharp focus during a recent episode of accounting arc.

more accounting arc: small firms may have the biggest advantage in 2026 | downgraded: what the doe said about accounting | savage: using your license as a megaphonebaker: interpreting pricing psychologydon’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 usgen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure

hosts donny shimamoto, cpa.citp, cgma; byron patrick, cpa.citp; and liz mason, cpa, examine the financial, operational, and environmental consequences of e-commerce returns, using the holiday season as a lens to explore broader shifts in consumer behavior and business sustainability.

industry research shows that nearly 25% of e-commerce purchases are returned after the holidays, compared with less than 9% of in-store retail purchases. for accounting teams, that disparity introduces volatility into revenue recognition, inventory valuation, and profitability forecasting—often at the worst possible time of year.

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outlook 2026: can tax & accounting payrolls keep surging to new highs?

record high: tax and accounting industry hits 1,163,600 jobs, an annualized growth rate of 2%, and a new all-time high.

by 卡塔尔世界杯常规比赛时间 research

the full tax and accounting industry—which includes accounting, tax preparation, bookkeeping and payroll services—has hit a new record high with 1,163,600 jobs, representing an annualized growth rate of 2%, which is measurably stronger than the year-over-year 1.23% gain, according to new data examined by 卡塔尔世界杯常规比赛时间. but a choppy economy and political volatility have accountants and observers alike wondering if the trends can continue in 2026

more staffing and pay trends

cpa offices managed to add 1,700 jobs over the past year, keeping the segment on a slow but positive trajectory. employment at offices of certified public accountants is holding steady at 544,300 positions, matching the month-before figure. the revision from the previous estimate of 544,600 marks a modest 0.06% downgrade. the year-over-year trend improved slightly to 0.3%, up from 0.2% in the prior report. read more →