today's features
featured video

matt criss: forget the grind; grow intentionally | gear up for growth

stop drifting and start leading.


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 卡塔尔世界杯常规比赛时间 pro membership, where accounting pros go pro  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

 

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

in a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. in this episode of gear up for growth, business coach and author matt criss joins host jean caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth here | 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

as the author of conscious growth, moss adams executive criss brings decades of insight and a refreshing perspective: that growth shouldn’t be accidental. in this inspiring conversation, criss dives deep into the principles behind his book and shares how cpas and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.

read more →

charts & graphs

gen z surges into accounting for all the reasons your mother told you

gen z’s career outlook: stability, security and practicality.

by 卡塔尔世界杯常规比赛时间 research

accounting post-grad gains: 72 percent of master of accounting programs in the u.s. are handling more applications (2024-25 academic year, via gmac)

gen z may be breathing new life into the accounting profession.

attracted by stability and clear career pathways, a new wave of students drives record interest in accounting education, reversing years of enrollment declines and workforce contraction.

more staffing & recruiting: tricia bencich: how mental load undermines career progress | move like this | boost retention by reducing repetition | the accounting comeback: why the profession is bouncing back stronger | amy vetter: strategies for transforming workplace culture | gear up for growth | maybe the pipeline problem is technology | what if the staffing shortage is just a myth?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some 72 percent of master of accounting programs in the u.s. are dealing with more student applications for the 2024-25 academic year – a five-year high and a sharp jump from 43 percent last year, according to new data from the graduate management admission council. the increases represent the third consecutive year of growth for graduate accounting programs. the post-grad gains coincide with rising undergraduate interest. accounting majors at four-year colleges are up 12 percent this year,  adding nearly 29,000 students, according to the national student clearinghouse.

read more →

about us

bissett bullet: just listen

today’s bissett bullet: “the less time we take telling our potential clients about what we do, the more time we have to learn about them. which discussion would they prefer?”

by martin bissett

we all know that everyone’s favorite subject is themselves and you and i are no different in that respect. when we go meet a potential client, they are providing us with an opportunity to learn about their business and that is more important than their opportunity to learn about us. if they want to know about us, they will have questions. we can form a simple, succinct introduction to our firm and invite further scrutiny.

the whole reason for this meeting is to understand where that business came from, where it is now, where it is going and how we are a better fit for them than the current accountant they have in place.

today’s to-do:

today formulate three questions that will really get the conversation flowing between you and a potential prospect.

see more bissett bullets here

read more →

accounting arc

resilience, real talk, and the road to mental wellness | arc

from mindful walking to redefining worth, this conversation reveals what it really takes to thrive.

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

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

in the latest student-led conversations episode of accounting arc, high school business student arpan grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. in conversation with jina etienne, cpa, cgma, cde, ceo of etienne consulting; rafael casas, senior consultant with workday; and kiera speed, inspiration logistician for the center for accounting transformation, the episode marks a powerful contribution to mental health awareness month. 

more accounting arc: blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance |  top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok 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 numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education

“mental health is something we all struggle with, whether we’re students or seasoned professionals,” says grewal. “it’s not talked about enough, especially in accounting.” 

read more →

featured video

art werner: what business owners need most | quick tax tip

small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

 

quick tax tip
with art werner
cpe today

in the latest episode of quick tax tip, art werner delivers an insightful update for small and midsized business (smb) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures.

click here for more art werner

“i think that a number of small businesses are a little scared,” werner says, pointing to the combination of federal, state, and local tax compliance as a mounting source of stress. “they’re trying to coordinate this all… but more importantly, they look at all this as being just ancillary to why they’re in business.”

read more →

pricing, fees & billing rates

six accounting disruptors heading your way

are you ready? is your competition?

by jody padar
the radical cpa

change isn’t just knocking at your door; it’s kicking it down. we’re in the middle of a major transformation because of new players, cutting-edge technologies and a financial surge. the rules are being rewritten before our very eyes.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

if you consider accounting a giant chessboard, many players are making strategic moves. you have the old-school firms on one side who are navigating a rapidly changing landscape. on the other side, you have the new-school disruptors. these innovative entities are reshaping the industry with cutting-edge technologies and fresh approaches.
read more →

outlook & analysis

is practice management having its moment?

list via jason staats

vc-funded aiwyn and canopy seek to stand out among over three dozen contenders.

by seth fineberg
at large

often fraught with issues and features that accountants don’t necessarily use or that don’t sync with what they need, practice management software in tax and accounting has not been the easiest nut to crack.

more tech: aiwyn enters race for the all-in-one practice management platform

more fineberg: opportunity awaits incoming aicpa ceo | where intuit is at with accountants | history could help accountant-vendor relations | accounting needs a ‘rethink’ not a ‘rebrand’ | big change comes with deep reflection | three ways to raise the bar for your business

some, however, have grown in this space and even regained some trust in pm. new investments in canopy and aiwyn are great examples.

read more →

special

aiwyn enters race for the all-in-one practice management tech platform

venture funding heats up the practice management tech sector.

platform
core focus
tax integration
payments
client portal
ai features
notable backers/deals
firm size target
aiwyn
unified pm + payments + tax
yes (via taxa)
yes
yes
yes (tax + workflows)
kkr, bessemer, taxa, digilence
midsize to large
canopy
tax-centric pm
yes (native)
partial
yes
yes (ocr, autofill)
viking global, $70m series c
small to midsize
karbon
workflow + collaboration
no
no
yes
yes (email triage)
five elms capital, acquisition-ready
midsize to large
client hub
client experience + workflow
no
no
yes
no
independent
small firms
financial cents
simplicity + affordability
no
no
yes
no
bootstrapped
small firms
taxdome
all-in-one for tax firms
yes (native)
yes
yes
partial
fast-growing, self-funded
small to midsize
xero practice manager
cloud pm tied to xero
no
no
yes
no
xero
small to midsize

compared: key movers and shakers in the practice management maelstrom.

by 卡塔尔世界杯常规比赛时间 research

backed by new capital and a wave of strategic acquisitions, aiwyn is accelerating its expansion in accounting technology.

more in tech | seth fineberg asks is practice management having a moment?

with support from kkr and bessemer venture partners, charlotte-based aiwyn is positioning itself as a comprehensive platform for practice management, client engagement, payments, and tax automation, targeting mid-to-large firms seeking a more integrated tech stack.

read more →

special

how and why firm organization structures evolve

woman's hand drawing an organization chart

what firms of all sizes are doing.

by marc rosenberg
the rosenberg practice management library

“you are not required to complete the work of perfecting the world, but you are not exempt from contributing to it.” – rabbi tarfon (70 ce-135 ce)

when we started writing this post, we intended to include several traditional organization charts depicting how firms are structured at various sizes. but as we thought about it, we realized this may be a worthless exercise because (a) there are far too many different structures to list, and (b) the structures adopted by firms vary widely depending on the management philosophy of the firm’s partners.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

firms often operate for years without much structure, enjoying happiness and profitability. then, with the blink of an eye, the firm “hits the wall.” growth slows or stops. staff turn over. systems become inefficient and out of date. profits stagnate. when firms hit the wall varies widely, but it often is between $5 million and $15 million.
read more →

client accounting services

breslin & greathead: be a client advocate | the disruptors

help customers catapult their businesses forward.

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 卡塔尔世界杯常规比赛时间 pro membership  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss

the disruptors
with liz farr

back in 2013, before cas became part of the accounting vernacular, penny breslin and damien greathead taught roomfuls of accountants how to do what breslin called bookkeeping and back office support, or bos.

“we had 200 accountants sitting in the room wanting to know how to grow this part of their business,” greathead recalls.

more podcasts and videos: dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling  | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships

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

cloud-based accounting tools like xero and quickbooks online were just entering the u.s. market, and the two recognized an opportunity for firms.

read more →

audit & assurance

ready to innovate? ask these six questions first

man with hand on chin, looking at computer screen
about to jump in with technology? hold on.

by alan anderson, cpa
transforming audit for the future

“if i had an hour to solve a problem, i’d spend 55 minutes thinking about the problem and five minutes thinking about solutions.” – albert einstein

innovation means doing things differently and doing different things. but what does that mean in practice?

more by alan anderson
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

i see audit firms around the country who set up “innovation teams,” or appoint someone to be the chief of innovation. the problem is that if these are home-grown teams, or if no one on the team has ever had any experience working with anything other than a traditional audit firm, at best, their efforts will be like moving around deck chairs. many of these chiefs of innovation don’t have an innovative bone in their bodies, and they don’t know what they don’t know. all they know is the old way of doing things.
read more →