today’s top trending topics
what tax & accounting professionals are reading today
advisory
- why cpas are best positioned to become financial advisors
- automation can be exciting in client accounting services
- how wealth management has evolved
- introducing you to a fulfilling return on relationships
- rory henry upends the traditional accounting firm
- cas clients are ‘stickier’
- becca johns: how rea cpas is pushing into advisory | capstone conversations
client opportunities
- ed kless: accounting must innovate beyond technology | accounting influencers
- tom wheelwright: if it’s not fun, rethink client service | accounting influencers
- john higgins: leveraging chatgpt for advisory | gear up for growth
- mitch reno: client experience advantage goes to small firms | gear up for growth
- don’t let clients outgrow you
- survey shows big opportunities in small business
- ten tips on using newsletters | listicle
busy season
- four steps could close the tax gap
- art werner: turn tax prep into tax advisory | quick tax tip
- art werner: navigating business structure decisions amid tax law changes | quick tax tip
- how 529 college savings plans benefit business owner clients
- tax season memo from staff to managing partner
- sy goldberg’s guide to the new retirement distribution rules
- ten ways to manage price increases
marketing & sales
- bissett bullet: outcomes trump services
- lauren clemmer: confidence, collaboration, and the future of accounting marketing | capstone conversations
- tim allen: my secret to niche success | gear up for growth
- bissett bullet: actions speak louder than words
- sarah dobek: how curiosity and problem-solving propel success | capstone conversations
- ten tips for holiday marketing | listicle
- bissett bullet: increase the value to increase the price
outlook & analysis
- audit fees continue to climb
- challenges for the accounting profession: private equity, offshoring, training new hires
- four steps could close the tax gap
- recalibration is key for accounting profession
- cfos see ai as top risk and opportunity
- people development still a concern
- opportunity awaits incoming aicpa ceo
growth strategies
- tim allen: my secret to niche success | gear up for growth
- ed kless: accounting must innovate beyond technology | accounting influencers
- august aquila: when marketing drives profit | gear up for growth
- tom wheelwright: if it’s not fun, rethink client service | accounting influencers
- john higgins: leveraging chatgpt for advisory | gear up for growth
- mitch reno: client experience advantage goes to small firms | gear up for growth
- don’t let clients outgrow you
pay & compensation
- twelve years and out: seasoned accountants join the exodus
- salary guides for accountants vary widely: whom do you believe?
- are you earning what you deserve?
- partner comp earnings gap: what’s the right spread?
- jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants
- three ways to thrive with limited capacity
- tax and accounting jobs and salaries show strength
surveys & research
- twelve years and out: seasoned accountants join the exodus
- gen ai in accounting: epic transformation, or overheated hype?
- main street accountants see turbulence ahead for small business
- partners: your middle managers are getting squeezed
- 1 in 4 accounting professionals want more dei
- cas can play a critical role in clients’ vendor selection
- jobs outlook: strong and steady growth in hiring and earnings for u.s. accountants
client accounting services
- wants? needs? cas helps fill both
- susan bryant: set boundaries and elevate client services for better results | accounting influencers
- automation can be exciting in client accounting services
- ed kless: accounting must innovate beyond technology | accounting influencers
- eight steps for better client accounting services
- cas clients are ‘stickier’
- ed warren: the difficult conversations to grow your business | accounting influencers
innovation & change management
- ron baker: visions for the accounting profession | arc
- jackie meyer: earn more with fewer clients | the disruptors
- angie grissom: next gen inspo for accountants | arc
- jack flaherty: don’t be a ‘yes’ person | the disruptors
- does accounting belong in stem? | accounting arc
- rose wang: where numbers meet strategy and creativity | accounting arc
- greg adams: from finance to storytelling | the disruptors
mergers & acquisitions
- want to merge? here are 23 things to request
- richard kopelman: inside aprio’s bold makeover | accounting influencers | part 1 of 2
- allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth
- rosenbloom: don’t merge for the money
- aprio sells majority stake to charlesbank pe
- should you merge? here’s how to chart your path
- eleven possible pitfalls of mergers
pricing, fees & billing rates
- jackie meyer: earn more with fewer clients | the disruptors
- find clients with the right fit
- seven steps to determining your price
- jody padar: make radical changes now if you want to be relevant in 2030 | the disruptors
- ten ways to manage price increases
- survey says 57% of firms are raising prices next year
- the future of fees
succession & retirement
- what to do when a partner becomes disabled
- eleven questions about kids, wealth and the family business
- how accounting firms are dealing with retirement
- i’m 76. should i slow down? how?
- brannon poe: grow your business by preparing to let it go
- help! a partner wants to retire really early
- thirteen things to consider before you sell your practice
talent & career development
- bailey parnell: why accountants must master soft skills in a vuca world | accounting influencers
- do others think you’re ready to be partner?
- beyond the basics in ethics education | accounting arc
- twelve years and out: seasoned accountants join the exodus
- competence is just the beginning
- i’m just starting out; why join an association?
- the slow, painful death of the 150-hour rule
tax resolution
- tax rep training found in new partnership
- the irs tidal wave is here
- four ways to handle federal tax liens
- the irs is coming! get your clients into compliance
- tax chat: eric green reveals the tax rep guide to tax season
- help business clients lower property tax assessments
- offers in compromise aren’t for everyone
the virtual cfo
- steve rosvold: do accountants make the best cfos? | accounting influencers
- jody grunden: be different. make more money
- jody grunden: subscription pricing is a game changer
- accounting arc: forecasting finance & the 2034 accounting landscape
- james graham: drop the billable hour and you’ll bill more
- accountants are perfect for virtual cfo roles
- the six pillars for fp&a transformation
wealth managemnt
- why cpas are best positioned to become financial advisors
- how wealth management has evolved
- tom wheelwright: if it’s not fun, rethink client service | accounting influencers
- rory henry upends the traditional accounting firm
- why now is the time for cpas to embrace wealth management
- stress test your clients’ financial plans
- when clients want to manage their own wealth