today's features
pro member exclusive

competence: first of the seven c’s

bonus: eleven questions about your ambitions and finances.

by martin bissett
passport to partnership

staffers aspiring to be partners must learn the key characteristics of successful partners. they also must learn how to develop their own personal plans to achieve partnership. firms and staffers alike need a clear set of procedures, processes and milestones for turning top talent into the next generation of firm leadership.

more by martin bissett
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there are seven critically important criteria by which partners assess partners-to-be. i call them:

the seven c’s

1. the first is competence. as a prerequisite, but only a prerequisite, accountants must master their technical abilities and qualifications, whether it be audit, tax or management accounting. whatever your area of specialty, as a staffer the partners expect you to be able to know at least as much as anyone else who may report to you.
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busy season management

the irs in 2026: quiet backlogs, harder fixes, and late guidance

less capacity, more obligation.

by 卡塔尔世界杯常规比赛时间 research

identity theft is becoming one of the biggest time drains for tax professionals this filing season, and the irs may be less equipped than ever to handle it.

join the busy season survey. get the results

more busy season barometer | more outlook 2026

according to the irs advisory council—the body representing tax professionals—identity-theft refund cases now take nearly two years to resolve, as staffing cuts and system limits slow irs response.

but identity theft is only one of a long list of problems that can only get worse this year. tax professionals are bracing for prolonged client disputes and frustrating follow-ups with an understaffed, ill-equipped irs.

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client service opportunities

six times to pick up the phone this tax season

businessman talking on phone in the office

the personal touch goes a long way toward client retention.

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

 

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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pro member exclusive

succession planning? time is running out

businessman running after clock in silhouette

m&a bonus: a 22-point due diligence kit.

by domenick j. esposito
8 steps to great

much has been written and discussed regarding succession planning at cpa firms driven by the vast number of founders, leaders and rainmakers who are retiring at a record pace.

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

key takeaways in this post:

  • mid-market sustainable brands generally combine practices as opposed to acquiring or buying practices.
  • spend time to make sure it feels right.
  • the easier part is getting the contract signed; the harder part is the integration of the two practices and to make sure 1 + 1 at least = 3.

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advisory & consulting

busy season 2026: the year cas firms seize the lead

why is the busy season better for cas accountants?

cas comparison: at firms where cas is the leading fee-generator, cas accountants are handling half the book (left) and collecting 10 times the fees (right).

by 卡塔尔世界杯常规比赛时间 research

with busy season 2026, accountants specializing in client accounting services are reaping the benefits of a year’s worth of hard work, in a smoother path to april 15, more compliant clients, and higher fees, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.

join the survey, get the results

join the busy season survey. get the results

more busy season barometer | more cas | more outlook 2026

the busy season barometer marks the 2026 tax season as the breakthrough moment when cas crosses from merely an aspirational experiment to a routine part of the service mix for small and midsize firms.

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