today's features

kepczyk: tech is the new business model | gear up for growth

firm leaders can no longer ignore this conversation.

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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

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accounting arc
with liz mason, byron patrick, and donny shimamoto

center for accounting transformation

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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 →

outlook 2026: higher tax prices, rising strains, and a widening gap among firms

the 2026 filing season will have an increasingly uneven pricing structure.

busy season barometer: most tax practices remain clustered below $1,500 in typical annual client fees. a smaller, higher-priced tier is emerging, characterized by minimum fees, selective client retention, and a stronger willingness to raise rates. dig deeper, and the reality is even more nuanced.

by 卡塔尔世界杯常规比赛时间

top-priced tax practices are driving typical annual client fees toward $3,000 and above this year, according to the 卡塔尔世界杯常规比赛时间 busy season barometer survey, underscoring how rising costs are pressuring most firms even as a smaller group gains pricing power through scale, selectivity, and tighter engagement control.

join the busy season barometer survey. get the results.more tax and pricing

one cpa respondent put it bluntly: “we are raising rates again this year. some clients will leave. that’s fine. we can’t keep doing $400 returns when staff wages keep rising.” another practitioner described a more selective approach: “we didn’t raise everyone equally. we raised prices where the work was painful and left simpler clients mostly alone.”

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