today's features
special

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

venture funding heats up the practice management 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
solo to small firms
xero practice manager
cloud pm tied to xero
no
no
yes
no
xero
small to midsize

compared: some 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: seth fineberg asks is practice management having a moment?

with support from kkr and bessemer venture partners, the charlotte-based firm positions 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.

the company is adding taxa, an ai-powered tax platform now rebranded as aiwyn tax. founder levi morehouse joins aiwyn as president and board member, taking charge of technology, revenue, and operations. aiwyn is also buckling up with digilence, a systems integration and workflow automation firm. former digilence ceo chad osgood becomes aiwyn’s vp of services and innovation.

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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.
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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

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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.

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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.
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featured video

van carlson: 831(b) risk strategies gain ground | the concierge cpa

what once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.

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

the world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. in a recent episode of the concierge cpa, host dr. jackie meyer sits down with van carlson, founder and ceo of sra 831(b) admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.

more jackie meyer

at its core, the 831(b) tax code allows business owners to form small insurance companies to self-insure specific risks. but as carlson explains, “it’s not just about taxes—it’s about protecting your business from the risks no one else will cover.”

read more →

busy season management

what other tax pros want to know about you

group of businesspeople hiding their faces behind question mark signs at office

what our busy season barometer didn’t ask (but should have).

by 卡塔尔世界杯常规比赛时间 research

the annual 卡塔尔世界杯常规比赛时间 busy season barometer is one of the most widely researched and respected surveys of trends at accounting firms across the nation.

more barometer: busy season barometer stats: who’s responding and how they’re doing | your colleagues give their best advice for clients | pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as you know if you’re one of the hundreds of barometer respondents, the survey looks for a wide range of hard data and subjective opinions. among them:

  • how firms are handling the current tax season
  • what their chief concerns are
  • success metrics on client lists, revenues, profits and extensions

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pro member exclusive

annuities and insurance growing more attractive

lau
 david lau is the founder and ceo of dpl financial partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, for registered investment advisors (rias) and individual investors.

plus four common misconceptions.

by david lau, founder and ceo of dpl financial partners, and 
ross mcgoodwin, regional vice president at dpl financial partners
the holistic guide to wealth management

after the stock market swooned (-22% s&p 500) and the majority of bond indices suffered double-digit losses in 2022, protection and income solutions are at the forefront of planning discussions. instead of these principal protection and income solutions being offered only by commission-based agents, however, now they can be offered by fiduciaries for planning discussions and appropriate implementation.

more: bridge the advice gap for better financial futures | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

according to limra (life insurance marketing and research association), retail annuity sales in 2022 shattered the annual sales records set during the global financial crisis of 2008. for instance, fixed-rate deferred annuities totaled $113 billion, more than double the sales in 2021, limra reported. cd alternatives, such as fixed-rate deferred annuities, provide security and tax-deferred growth. i have found this helps clients guarantee upside return, something they are actively seeking after one of the worst years in combined equity and bond performance since world war ii. i’ve also found that fee-only options will provide higher rates compared to traditional, commission-based solutions.
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accounting influencers

okorie ramsey: diversity’s about building bigger tables | accounting influencers

“…not just filling seats.”
sponsored by “holistic guide to wealth management” by rory henry – 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.

 

accounting influencers
with rob brown

as past chair of aicpa and cima, okorie ramsey represented nearly 700,000 members worldwide. but in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.

in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.

“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
read more →

client accounting services

help businesses grow with weekly cas reports

hand holding pen pointing at tablet

 

traditional reports fall short. here’s how to do better.

by hitendra patil
client accounting services: the definitive success guide

if you are wondering whether client accounting services needs a different set of reports, you are in the right place. at the same time, it may be confusing how you can produce reports that are different than those your software provides out of the box.

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

 

cas is about the outcomes of your work, from the clients’ perspective. cas outcomes are useful, insightful, and advise clients in ways that routine, traditional reports cannot deliver. the outcomes you provide from your cas offering need to relentlessly focus on the relevance, usability and importance from your clients’ point of view. one of my ex-clients, an experienced and expert cpa from san diego – who had mostly high-net-worth individuals with multiple businesses as his clients – told me, “after 19 years in practice, i realized that small to medium business entrepreneurs are not really concerned with managing their balance sheets. it is the job of the accountant.”
read more →

busy season management

busy season barometer stats: who’s responding and how they’re doing

blue pencil marking survey

how does your practice compare?

by 卡塔尔世界杯常规比赛时间 research

the 2025 卡塔尔世界杯常规比赛时间 busy season barometer survey has been gathering data from hundreds of accountants and tax practitioners across the country. here are some of the stats on who’s responding and how they’re doing this year.

more barometer: your colleagues give their best advice for clients | pro services, tech and mining sectors most likely to thrive | accountants see a host of woes for businesses | top three issues for business: tariffs, taxes and inflation | accountants reporting a pretty good year | concerns take curious shifts as tax season closes | tax season faceplant: accountants overrun by late chaos | accountants turn negative amid tariffs, trade, uncertainty | what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

small firms prevail.

  • 24 percent are sole practitioners.
  • 42 percent have 2-10 people in the firm.
  • 17 percent have 11-25 people.

read more →

featured video

marketers to ceos: the expanding role of growth leaders in accounting | gear up for growth

strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.

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 special episode of gear up for growth, host jean caragher hands the mic to guest facilitator sarah dobek, president of inovautus consulting, to lead an inspiring conversation about career opportunities in accounting marketing.

joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:

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

  • julie tucek, marketing director at legacy professionals;

  • eric majchrzak, ceo of beachfleischman;

  • carrie steffen, co-founder and president of the whetstone group, recently announced as the next ceo of the iowa society of cpas; and

  • jamie thomas, principal, growth and marketing at bdo usa

together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it’s heading next.

read more →