today's features

the research imperative: why data drives accounting success| arc

“it’s not about what’s happening today, but about staying ahead of what’s coming next.”

 

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

more arc: analysis, reaction, comedy

“without research, we’re just guessing,” says donny shimamoto, cpa.citp, cgma, setting the tone for a compelling discussion on the latest episode of accounting arc. alongside fellow thought leaders liz mason, cpa, and byron patrick, cpa.citp, cgma, shimamoto explores the vital role of research in modernizing and transforming the accounting profession. 

more accounting arc: how coaching can unlock professional successdemystifying accounting governancetop 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accountingaccounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting professionangie grissom: next gen inspo for accountantsdoes accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

research, they agree, is the backbone of informed decision-making. “data allows us to see what’s truly happening, not just what we assume,” says mason, ceo of high rock accounting. for the panel, evidence-based strategies are essential to keeping pace with rapid industry changes. 

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get your team on board with value pricing

overhead view of five businesspeople stacking hands in teamwork gesture

five keys to success.

by jody padar
radical pricing – by the radical cpa

truly aligning your staff with your new business model may be the most important part of overhauling pricing and building a client-centric firm. this kind of systemic shift needs the full support, compliance and understanding of the entire firm. a change in pricing affects everyone’s job.

more by jody padar
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here are the key components your team must understand and be aligned with:

  1. understand fixed and value pricing. your team needs to understand how bundles are created and where services begin and end. they are the ones who will do the knowledge-based work, so they should follow the conversation around value and value identification. they need to understand the intricacies of each deliverable and the scope of standardized packages.

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picking up the phone helps retain tax clients

businessman talking on phone in the office

personal touches matter.

by ed mendlowitz
tax season opportunity guide

clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.

more by ed mendlowitz
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it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.
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art werner: you can still help clients reduce tax burden | quick tax tip

look for silver linings in tough situations.

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quick tax tip
with art werner
cpe today

with tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. while proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in february and march.

tax expert art werner stresses that while year-end planning is crucial, tax professionals can still take strategic steps to ensure clients don’t overpay.

click here for more art werner

“sometimes, we have to make the best of bad situations,” werner explains. “if something unexpected happened to a client—whether it’s a financial loss, a major expense, or a shift in income—there may be ways to maneuver the tax code to lighten the load.”

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tax refunds up 18% early on

data chart

most other tallies are down by around 7 percent.

by beth bellor

once again, refunds are up and everything else is down in the world of individual income tax returns.

more: first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

at the close of the second week of tax season, the irs had received 23.6 million returns, down 7.7 percent from the same week in 2024. it had processed 23.5 million returns, down 7.6 percent, which includes returns received in 2024 or 2025 and processed this year.
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