today's features
busy season management

start pondering next tax season now

businesswoman wearing glasses seated at computer; growth chart on wall

take what you’ve learned and make your practice better.

by frank stitely
the relentless cpa

please have a seat. no, not that one. take the one next to me. all of us are here because we love you to death. we only want the best for you. but we can no longer stand by and watch you suffer. when you suffer, we all suffer as a family. we have written some letters to let you know how we feel. i’ll let your firm go first.

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

 

“your behavior has affected me negatively in the following manner. i’m not as profitable as i should be. you are stifling the development of your staff. your clients are upset that returns aren’t getting done on time. your kids resemble the mailman more than you.

“please accept the help we are offering you today. we have your bags packed, and we’ll put you on a plane to rehab at the beach. don’t worry about scoring your next fix. we’ll help you detox safely. but you must decide right now. you must give up your addiction to doing everything yourself.”
read more →

marketing & sales

six proven principles for proposal acceptance

stressed businessman, heads on hands

also: seven things not to do.

by martin bissett
 business development on a budget

what makes a written proposal become accepted by the potential client – every time?

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

 

proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.

  1. the proposal must clearly demonstrate that we understand what our prospect’s business is going through and that the document is offering outcomes that solve the problem/realize the ambition of the prospect.

read more →

featured video

dave kersting: collaborate with co-firming | the disruptors

expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.

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 “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.

the disruptors
with liz farr

dave kersting, founder and ceo of capovario, is disrupting the status quo firm structure by introducing co-firming. while he and tanya schulte, owner of the profit constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “…we want to win together, and we want to lose together,” kersting recalls.

more podcasts and videos: 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 | the disruptors | 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 | mike maksymiw: be the leader you wish you had |

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

co-firming brings multiple specialized firms together to serve clients collaboratively rather than competitively. as kersting explains, “what the client gets out of that is experts in the field, all working on the same client to make that client’s journey better. again, it’s winning together, losing together.”

this model isn’t about subcontracting work but creating a unified team of specialists. with 11 firms now working together, “we kind of do look at ourselves as like this big super firm, a super firm, that we’re all team. we’re all one big, ginormous team,” says kersting.

read more →

featured video

david spence: build a tax-free retirement | the concierge cpa

explore the rising threat of national debt, future tax hikes, and how americans can prepare.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – 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.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the u.s. is hurtling toward an economic reckoning, and most americans are dangerously unprepared. that’s the warning delivered in the latest episode of the concierge cpa podcast, where host jackie meyer sits down with financial planning expert david spence, cpa, cfp, clu, pfs, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

more jackie meyer

spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “after world war ii, with debt at 120% of gdp, top tax rates soared to 94%,” spence explains. “today, we’re at 130% of gdp, and we’re already paying massive interest on our debt—more than we spend on defense.”

read more →

listicle

ten tips for turning tax prep into year-round services | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

after helping a tax client prepare a return, an accountant has a good idea of the client’s financial situation. this is the time to offer the client additional services outside of tax prep.

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

here are 10 general areas where people might need assistance.

  1. financial planning: older clients need retirement planning. younger couples with children need advice on education savings planning. higher-income clients (and to some extent others) need estate planning and wealth transfer strategies.
  2. business consulting: clients who own or want to start a business, no matter how small, might appreciate constructive advice on business formation, structuring, performance improvement and long-term growth strategies.
  3. bookkeeping and accounting services: if your tax client’s finances seems to be poorly organized, day-to-day bookkeeping for businesses or individuals will make next year’s tax season easier for both of you. small business owners might need not only general ledger maintenance but payroll processing contract reporting compliance.
  4. audit and assurance services: if a client has trusted you with a business tax return, they might be interested in financial statement audits, internal audits and compliance audits for grants or contracts.
  5. risk management: owners of small companies may not realize the importance of fraud prevention and detection, internal control evaluations, and cybersecurity assessments.
  6. financial statement preparation: as small companies grow, owners may need to know more about compilations and reviews of financial statements, cash flow analysis and forecasting, and budget preparation and variance analysis.
  7. business valuation: let business owners know you can help with valuation for mergers, acquisitions, litigation support in valuation disputes, or intangible asset valuation.
  8. debt and credit management: if a business or individual tax return reveals financial difficulties, offer the client debt restructuring assistance, loan application support and credit risk assessment.
  9. succession planning: a financially astute tax preparer can help with exit strategies for business owners, leadership transition planning, and guidance on selling or transferring business ownership.
  10. technology and systems consulting: every small business needs input on implementing accounting software and systems, enterprise resource planning software selection and setup, and automation of financial processes.

most businesses are small businesses, and many of them are growing faster than the owner can manage. often individual and business finances overlap. these clients need to know how you can help with year-round consultation.

outlook & analysis

accountants turn negative amid tariffs, trade, uncertainty

man holding umbrella while standing in stormy ocean

survey respondents aren’t shy about placing blame.

launch survey here

by 卡塔尔世界杯常规比赛时间 research

if you’re getting a little nervous about the general business environment, you’re not alone.

the 2025 卡塔尔世界杯常规比赛时间 busy season barometer has picked up a serious swing toward pessimism among the professionals who know the numbers.

more barometer: 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. | more surveys & research
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

before the inauguration, the outlook for the nation’s economy was moderately hunky-dory. almost 60 percent of respondents predicted the economy would get better over the next 12-18 months. only 26 percent figured it would get worse.

pessimism doubles

that was then. this is now. by the ides of march, 68 percent saw an economic downturn, and only 21 percent were optimistic. now, by the second week of april, 74 percent are hunkering in the pessimist camp. in fact, the share of those who fear things will get “much worse” has doubled from 14.5 to 29 percent.

read more →

pro member exclusive

quantifying the value of an advisor

two happy businessmen looking at digital tablet at desk in office

three p’s for helping investors make rational decisions.

by rory henry
the holistic guide to wealth management

malcolm forbes liked to say, “advice is more fun to give than to receive.” but the right advice in the right framework can be invaluable. and sometimes, the best advice you’ll ever receive is what prevents you from engaging in harmful behaviors.

more: subscriptions beat aum and hourly fees for wealth management | tax advisory services: a pathway to greater financial freedom | raise your rates to change your clientele | pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

michael dijoseph, cfa, a senior strategist at vanguard investment advisory research center, has spent a large portion of his career studying how financial advisors advise clients, how they can get better at providing advice and how we can measure the value of advice because these days, everyone from salesclerks at the mall to nasa rocket consultants seem to have the word “advisor” attached to their job title. more on that in a minute.
read more →

accounting influencers

hannah munro: leading change in vuca | accounting influencers

“if you think change is hard, try not changing and see what happens.”

sponsored by “holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice,”
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

in part one of this accounting influencers podcast, special guest hannah munro, managing director of transformation consultancy with itas and host of the cfo 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.

munro makes one thing clear: change is no longer a future event to plan for—it is the present reality.

“transformation is a journey, not a one-step process,” munro says. “it’s about becoming comfortable in that vuca environment—volatile, uncertain, complex, and ambiguous—and building a skill set to navigate it.”

read more →

client accounting services

align your processes with your goals

two women shaking hands across a table

nine ways to measure client experience.

by hitendra patil
client accounting services: the definitive success guide

if you were to define how your firm is different in three sentences, what would those three sentences be?

write them down. read those the next day and judge for yourself if your competitors can say the same three sentences to differentiate their firms. if yes, you will see why this is a significant challenge for your firm’s growth aspirations.

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

 

the classic equation of “people, process and technology” defining differentiation from the competition is somewhat flawed in accounting. by its very nature, accounting is about doing exceptionally well-defined work that follows clear laws and regulations. most firms have employees certified in similar lines of education and specialization. technology solutions for accountants are highly mature now.
read more →

featured video

expert panel: secrets to staying relevant | gear up for growth

hall of fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – 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, four hall of fame members from the association for accounting marketing (aam) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.

host jean caragher, president of capstone marketing, is joined by brian falony, retired accounting marketing executive; allan koltin, ceo of koltin consulting group and facilitator; mitchell reno, principal and director of client experience at rehmann; and michelle river, ceo of fore, llc.

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

together, they look back at how the profession has transformed over 35 years—and look ahead to what firms must do to survive and thrive in a radically different marketplace. read more →

advisory & consulting

advisory financial statements just got a little easier

woman handing document across desk to client

the aicpa clarifies.

by 卡塔尔世界杯常规比赛时间 research

guess what: there are two kinds of financial statements.

more: surviving tariff turbulence | arc | the accounting comeback: why the profession is bouncing back stronger | new opportunities in estate planning stem from changing attitudes | what struggling small businesses need | five ways to head off reluctant leadership | big growth coming for client advisory services | scams getting more sophisticated | you need capable successors for a seamless transition | mark koziel: the future of the profession | gear up for growth | america’s running short of financial advisors | maybe the pipeline problem is technology
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

one kind is prepared under ar-c section 70, which provides information for public consumption. the other can be a little looser, meant to be provided as part of a consulting service for internal use only.
read more →

accounting arc

ron baker: survive tariff turmoil | arc

shaky markets. panicky clients. accountants, it’s your time to shine. 

 

sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – 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 liz mason
center for accounting transformation

more arc: analysis, reaction, comedy

president donald trump’s tariff announcement has sent shockwaves through the business community—and accountants are on the frontlines of the fallout. 

in the latest accounting arc podcast, liz mason, cpa, and ron baker, cpa (inactive), analyze the implications of trump’s decision to impose a 10% blanket tariff on all imports, alongside a dramatic 54% tariff on goods from china. 

more accounting arc: crypto, cash, or chaos? the fallout of an irs-free america | is agentic ai a game changer or game ender? | kelly mann: thriving against all odds | 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

“tariffs are taxes—plain and simple,” says mason, ceo of  high rock accounting. “and businesses need to prepare for those costs to flow straight to consumers.” 

read more →

pro member exclusive

how to evaluate managing partners

plus some thoughts on alternative management and perfectionism.

by marc rosenberg
the rosenberg practice management library

evaluating the managing partner is really an upward evaluation. like all upward evaluations, evaluating the managing partner should be limited to those people who can offer input based on actual experience, not hearsay.

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

 

this means that at firms of fewer than 10-15 partners, all the partners will probably participate. but once a firm gets beyond 10-15 partners and has multiple offices, an increasing number of partners may not have enough direct contact with the managing partner to evaluate the person. firms with executive committees may wish to limit the evaluation to those on the committee.
read more →