robert fligel: private equity shakes up m&a
opportunity or threat? it depends.
bonus episode
with rick telberg
for 卡塔尔世界杯常规比赛时间
outlook & analysis
survey: tax pros try new solutions to old problems
some of them might work for you.
by 卡塔尔世界杯常规比赛时间 research
time management rule #1 for accountants
the “one big thing” you can do to take back control.
by seth fineberg
at large
accountants are constantly being told about “the one thing” they need to do to improve their professional lives, and in my view, the simplest and most powerful is to firmly adhere to deadlines that you determine for your clients. not the irs’s deadlines, not any governing body… you!
more seth fineberg: plan to go ‘live’ post tax season | why vc is a bigger threat than ai | what does taking control of your firm mean? | accountants need each other more than ever | marchternity: just say ‘no’ | some thoughts on in-person events | so you think you know accountants? | what bogs down accountants
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the one change tax pros need to consider making going forward is setting their own deadlines – for themselves, for their firms, and, especially, for their clients.
all signs seem to indicate this year’s tax season was, comparatively, the most “normal” over the past three years. but tons of tax pros continue to stress, struggle, and even reconsider staying with tax work at all. while it may seem like a huge step, you would be surprised that by just having clients adhere to your deadlines, and no other due date, the level of stress will be reduced exponentially. this may not be a new tactic, but firms i’ve spoken to who decided to engage in telling clients about their deadline, and not the irs’s, experienced a sense of relief not felt in years, if ever.
cpas warn small businesses to beware
bonus: how do you rate your firm? how does that compare?
by 卡塔尔世界杯常规比赛时间 research
cpas are getting increasingly worried about the economy and its impact on small businesses, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.
more: clientele and revenues rising, but … | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses
even though inflation’s lessened substantially, supply chains are getting back in order and just about everybody who wants a job has a job, respondents to the survey are more pessimistic in the warm sunshine than in the dark days of late winter.
read more →
tax pros file 54% of season’s returns
refunds down over 7 percent.
by beth bellor
卡塔尔世界杯常规比赛时间 research
when it comes to pricing it’s about ‘can’t afford not to’
pricing based on efforts is all wrong.
by w. michael hsu
how often do you hear from clients that you’re too expensive or xxx firm can do it cheaper? the lesson in having that conversation is that it can’t be ‘can you afford it’ it’s: “can’t afford not to.’
more w. michael hsu: seven principles to work less and achieve more | how do firm leaders learn? | why your approach to cas and cfo services is wrong | your client base is global |
the concept of “you can’t afford not to” is a popular one in the world of entrepreneurship and one that cpas, especially those pricing cas services, need to learn. it is the idea that sometimes, even if something seems costly, you cannot afford not to do it because the cost of doing nothing or doing it yourself is even greater.
this idea is often applied to outsourcing or hiring, where entrepreneurs may feel they cannot afford to hire someone else or outsource a task. however, the truth is that they cannot afford not to.
accountants raise alarms on small business outlook
the avalara accountants confidence report points to difficulties ahead for small businesses to access capital, increase profits, raise revenues, hire new employees, and control costs.
avalara, inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, released a new survey of over 500 main street accountants representing more than 100,000 small businesses.
survey responses revealed that looming economic headwinds could create challenges for small businesses in the next 12–18 months. the survey, conducted during the 2023 tax season, shows that accountants believe small businesses will face challenges in accessing fresh capital, increasing profits, managing payroll costs, weathering supply chain difficulties, and hiring new staff.
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the avalara accountants confidence report
the 2023 avalara accountants confidence report, produced in conjunction with 卡塔尔世界杯常规比赛时间, queried trusted advisors with clear insights into the financial health of small business clients. the report measures accountants’ attitudes and outlook on a variety of pressing issues, leading with sentiment on the health of small business clients, and providing a read on the national economy and the state of smaller accounting practices. accountants were surveyed as they combed through business clients’ financials and prepared their tax returns.
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donny shimamoto, cpa, citp, cgma
center for accounting transformation
imagine this: you’ve just started your dream business. the entrepreneurial fire is burning bright within you, and you’re filled with ambition, passion, and excitement. but then, reality hits, and you find yourself overwhelmed by the financial complexities, growing pains, and myriad questions that come with running a business. who do you turn to for help? who can you trust to lead you down the path of success?
more: donny shimamoto: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa “cpa” firms?
enter the trusted advisor – a new breed of accountant and cpa who does more than just crunch numbers and fill out tax forms. these advisors are game-changers, and they are redefining the way businesses operate and grow.
looking for investments? check out smart home technology
the industry is expected to grow by almost 400% by 2027. 
by rick richardson
technology this week
we bought our first home in late 1968. we watched it being built and even installed sound cables in the walls before they dry-walled so we would have a sound system for the whole home. those days were called “container days.” the contractors erected the container and left the homeowner to finish the rest.
more tech this week: russia-linked ransomware back with a vengeance | amazon aws: the mainframe killer? | amazon launching its first internet satellites | russian solarwinds hackers at it again | nasa finds a $10 quintillion asteroid | firms must balance benefits, risks of emerging technology | microsoft and google go to war
now, 45 years later, the sector is being upended by smart home technology, creating a large market opportunity for investors, entrepreneurs, designers, and builders. the smart home industry, which was estimated to be worth $79 billion in 2020, is expected to increase to $314 billion by 2027, according to recent research from mordor intelligence.
read more →
pros end tax season filing 53% of returns
in sheer numbers, they fared the same as last year.
by beth bellor
卡塔尔世界杯常规比赛时间 research
the april 18 deadline for individual income tax returns came and went, leaving a scattering of negative figures in its wake. the largest ones had dollar signs attached: average refunds down nearly 9 percent, total refunds down 11 percent.
more: tax refunds down 8 percent | pros filing 54% of individual tax returns | average tax refunds down 10% | tax pro e-filings up 3% | pros handle 45% of income tax returns | only 39% of tax returns filed by pros | tax season opens with refunds up 85%
the internal revenue service received 137.1 million returns, down 1.3 percent from 2022, according to data released for the week ending april 21. it processed 134.7 million returns, up 0.7 percent – the only positive in our report.
read more →
megan genest tarnow: hire for curiosity rather than compliance
flip the org chart and put staff at the top.
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the disruptors 
with liz farr
for 卡塔尔世界杯常规比赛时间
megan genest tarnow is well-known in accounting circles as the go-to expert in using quickbooks for the fund accounting required by nonprofit entities.
more: clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
many of the best accountants she knows have come from non-traditional backgrounds like dance or philosophy. megan herself worked in theater for several years before she was thrust into a finance role. like her, these non-traditional accountants apply their native curiosity to understand how the pieces fit together. by leaning into the work and asking questions, they uncover an unknown aptitude for accounting, suggesting that perhaps we should hire for curiosity rather than compliance knowledge.
cyber insurance costs rise in health care as attacks soar
just how will that affect health care costs for employers?
by rick richardson
technology this week
health systems – having already been hit by labor and supply chain costs and broader economic woes – have another unwieldy financial problem: the soaring costs of cyber insurance.
moody’s investors service notes that, while it’s not sexy, the sheer size of cyber-crimes and insurers’ reluctance to cover losses brought on by ransomware attacks are seriously impacting hospitals.
more tech this week: chatgpt: what it is. why you need to know. | russia-linked ransomware back with a vengeance | amazon aws: the mainframe killer? | amazon launching its first internet satellites | russian solarwinds hackers at it again | nasa finds a $10 quintillion asteroid | firms must balance benefits, risks of emerging technology | microsoft and google go to war
“the timing of the insurance price increase is bad for health care. there isn’t much room for error, ” said matthew cahill, a moody’s analyst. there have been double-digit increases in premiums over the past four years, often more than tripling in a single year. according to a recent analysis from property casualty 360, the industry’s insurance costs have finally started to stabilize in the first quarter of 2023.
twyla verhelst: how firms get creative to compete
that includes hiring non-accountants.
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subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).
.
the disruptors
with liz farr
for 卡塔尔世界杯常规比赛时间
you have to be intentional about creating the firm you want, said twyla verhelst, cpa. the head of accountant channel at freshbooks and creator of women in accounting mentorship said the first step is getting clear on your why, your firm’s why and your team’s why so you can approach growth more intentionally.
more: clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
she said cpas should be asking, “why is it that a particular goal appeals to you?” “is that the right thing to be working toward now?” “what will you do to get there?”