today's features
advisory & consulting

how to build a scalable cas practice

cloud computing enables digital growth with secure data storage, scalable infrastructure, and strategic cloud-based business solutions

consider delegation vs. automation.

by hitendra patil
client accounting services: the definitive success guide

client advisory services (cas) are much more than just a passing trend or buzzword. they represent a fundamental shift in how accounting firms define their value and interact with clients. offering cas means your firm is adopting a new approach to practicing accounting, one that changes how services are provided, how clients view your role, and how your firm builds long-term revenue. it’s not just adding another service line; it’s a strategic change shaping the future of the profession.

more by hitendra patil
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according to survey insights, 59 percent of accounting firms currently offer cas. among these, 73 percent have been providing these services for over five years. however, for many, offering cas and growing it are two different challenges.

the key question is no longer, “should we offer cas?” but:

“how can we expand cas without adding complexity, chaos or costs?”
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busy season management

top tech trends for tax season 2026

holding steady, tuning workflow, and testing ai.

tech plans: 43% of accountants say they’ll be working with new or upgraded versions of practice management & workflow apps, followed by 25% with tax prep packages.

by 卡塔尔世界杯常规比赛时间 research

with the 2026 filing season approaching, most accounting firms are not racing to rip and replace their technology stacks. instead, they are making selective adjustments, tightening workflows, and cautiously experimenting with artificial intelligence — all while keeping a close eye on staffing limits, client behavior, and return on investment.

join the busy season barometer survey here.

more tax, pricing,  pay, hiring, and the 2026 outlook

that restrained approach comes through clearly in 卡塔尔世界杯常规比赛时间’ busy season barometer, which shows a profession that is less focused on transformation than on execution. the dominant theme across survey waves is not disruption, but discipline.

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pro member exclusive

five kpis to measure roi success

the secret sauce? value pricing tax advisory services.

portrait of jackie meyer
meyer
 jackie meyer, cpa, ctc, msa, is president and founder of meyer tax consulting llc, taxplaniq, and concierge accountant coaching programs in southlake, texas. she offers concierge tax and accounting services to assist clients with anything from income-shifting strategies to managing a family business in qbo.

by jackie meyer
the holistic guide to wealth management

revenue growth isn’t just a metric; it’s at the heart of financial well-being for financial professionals and their clients. when a firm grows its revenue, the balance sheet isn’t the only thing that benefits. it enables the firm to invest in advanced technologies and education, to offer more comprehensive services, to fulfill philanthropic goals and to attract top-tier talent. expanding revenue also benefits the firm’s clients by availing them of more strategic advice, faster response times and ultimately, a more secure financial future.

more rory henry and the holistic guide to wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

according to an american psychological association’s stress in america survey, money worries and inflation have raised our collective stress to the highest level since 2015. financial stress is detrimental to mental health and leads to higher rates of anxiety, depression and other mental health issues.
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pro member exclusive

best practices for choosing workflow management software

woman looking at computer screen

you get a trial period. use it!

by jody grunden
building the virtual cfo firm in the cloud

when evaluating workflow management software, it is important to evaluate your priorities and know what you want out of the system. it is also important to understand that there isn’t going to be an exact fit.

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

after comparing options, make sure that the system you go with meets the priorities at the top of your list. once the system is picked, it is important to spend time inside the system to figure out how your company is going to use it.
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marketing & sales

five ways to make your services an investment, not an expense

businessman holding idea light bulb; dollars passing through grow larger

put your problem-solving skills to use.

by sandi leyva
the complete guide to marketing for tax & accounting firms

every business needs to do some level of bookkeeping for a couple of reasons:

  1. various government agencies require reporting and payments based on the company’s results.
  2. the owner needs a certain amount of information to manage their business and keep it profitable.

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

many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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