today's features
client accounting services

hesitant about cas? you’re not alone

smiling businessman

fortunately, there are solutions.

by hitendra patil
client accounting services: the definitive success guide

why fall into the same trap that other firms have fallen into during their client accounting services journey? if you know what those traps are, you will save significant money and time in establishing your cas practice.

fortunately, the 卡塔尔世界杯常规比赛时间 cas survey identified which are the top five cas killers, for firms of different sizes, that the accounting profession has experienced.

more by hitendra patil
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before we discuss those, let us also look at the results of the cas survey that identified how many firms of different sizes are offering and not offering cas. the following figures show how many percent of survey respondents said they offer cas and don’t and what are their firm sizes:
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featured video

michelle golden-river: break the billable hour | gear up for growth

firms that price for time rather than value are holding themselves back.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

for decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. however, according to michelle golden-river, ceo of fore llc, this model is fundamentally flawed.

“accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “they’re not supposed to be the same thing.”

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | 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

despite the evident inefficiencies, many firms remain resistant to change. david yeghiaian, chief strategy officer for kerberrose, noted that the biggest hurdle is uncertainty: “they’re just not used to it. there’s a fear of getting the pricing wrong—what if i estimate too low? what happens if a client expects more than i anticipated?”

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outlook & analysis

what’s keeping firms from growing?

data chart

despite ideal market, challenges obstruct expansion.

by 卡塔尔世界杯常规比赛时间 research

if cpas were farmers, they’d be praising the fertile fields, the shining sun, the plentitude of rain.

to put that in terms more accounting than agricultural, the market is rife with clients, the need for accounting and tax work has never been stronger, and rainmakers have never had an easier time of seeding the clouds for showers.

more: five ways to fill the staffing gap | top 10 red flags to watch for in accounting offices | arc | deals 2024: over 100 cpa firm mergers and acquisitions | barry melancon: private equity and the partnership | gear up for growth | does your firm suffer cultural deficiencies? | audit fees continue to climb | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | opportunity awaits incoming aicpa ceo | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern
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but that doesn’t mean that growing an accounting firm is as easy as growing corn in kansas. just as firms have every chance to bring in more clients, and better clients, they find themselves needing to clear some serious obstacles before they can move ahead.
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pricing, fees & billing rates

get your legacy clients on board with value pricing

seven steps to transition your firm.

by jody padar
radical pricing – by the radical cpa

until this point, we’ve spent a lot of time talking about the advantages of building a client-centric practice on a foundation of value pricing. now it’s time for the rubber to hit the road. let’s talk about how you can painlessly move from a past filled with billable hours to a bright new future built on value by exploring your current client base.

more by jody padar
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let’s start at the beginning: finding the right clients to embrace your new way business model. take a look at your current clients and bucket them into three categories:

  1. those who love you and will follow you to the ends of the earth
  2. those who’ve been with you for years and are reliable
  3. those difficult, tech-challenged clients who are somewhat less than ideal

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2022年世界杯抽签

bissett bullet: many sources of rain

today’s bissett bullet: “a proactively managed pipeline has several components, all working together to afford you the ability to accurately forecast fee growth for your firm.”

by martin bissett

what makes a great pipeline for your firm?

firstly, consistent priming. continuous work carried out on new opportunities. secondly, a solid foundation. new client opportunities should only be worked on by members of your team who understand how to control the process of sale through to conclusion.

you also need many sources to feed this pipeline. you may choose to rely mainly on referral business as your warmest prospects, but what if those dry up or aren’t the size of fee that you need them to be? lastly, you need a scheduled and managed review of your pipeline with accountability for turning opportunities into money.

today’s to-do:

do you have all of the above in place? when was the last time you reviewed your pipeline? set aside some time to identify what is working well for you and where you could improve the process.

see more bissett bullets here

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accounting arc

doug slaybaugh: coaching unlocks professional success | arc

“coaching isn’t about fixing people—it’s about helping them unlock their full potential.” 

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holistic guide to wealth retention, by rory henry  
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accounting arc
with donny shimamoto
center for accounting transformation

for many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. however, as the industry transforms, many cpas find themselves seeking something beyond technical expertise: personal growth, leadership skills, and work-life integration. 

that’s where doug slaybaugh, cpa (a.k.a., the cpa coach), comes in.

more arc: analysis, reaction, comedy

 

more accounting arc: 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 eduction | bailey lenart: from ledger sheets to transformational change

a former big four auditor and regional firm partner, slaybaugh now dedicates his career to helping accountants thrive through professional coaching. 

slaybaugh’s journey into coaching wasn’t a straight line. after spending years in public accounting, rising through the ranks at arthur andersen and later price waterhouse, he realized his passion wasn’t just in financial statements—it was in people. 

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outlook & analysis

tax pros see better year for those close to home

young man facing image of himself

nationally … they’re not so sure.

by 卡塔尔世界杯常规比赛时间 research

cpas, enrolled agents and other tax practitioners are always on the front line of the economy. with offices in tens of thousands of locations across the country, they know who’s making money and who’s struggling.

according to early results from the 2025 busy season barometer, accountants have completely reversed their 2024 predictions for the economy.

more: art werner: the godfather and tax issues | quick tax tip | advanced tax preparers need managing, too | the top ten problems the irs still needs to fix | tax pros gear up for a better busy season | irs processing up; payouts down | help tax clients help you | art werner: beneficial ownership and control | four challenges of managing new tax preparers | irs funding pays eye-popping 415x roi | tax season 2025 begins. ready or not. | every tax reviewer should be able to answer these ten questions | taxpayer advocate sees big improvements at irs | ask tax clients the right questions | major changes to circular 230: implications for tax professionals | cornerstone report
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a mirror image

what a difference a year can make. look how the numbers have switched places, almost as if in a mirror image.
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featured video

art werner: the godfather and tax issues | quick tax tip

the corleone family’s quest for legitimacy mirrors modern business succession planning.

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quick tax tip
with art werner
cpe today

imagine a tax class inspired by “the godfather” by mario puzo. beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. while such a class might remain hypothetical, its concept offers a fascinating lens for understanding contemporary tax issues like the corporate transparency act (cta).

click here for more art werner

at its core, “the godfather” chronicles the corleone family’s struggle to transition their empire from illegal activities to legitimate business ventures. this narrative mirrors the challenges many businesses face in succession planning: ensuring smooth continuity while navigating regulatory landscapes. for tax professionals, the story underscores the importance of understanding compliance and transparency requirements, particularly as they pertain to ownership structures.

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busy season management

what if you could start over?

clean slate with three pieces of colored chalk

spend a few minutes imagining a clean slate.

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more by ed mendlowitz
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also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.
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busy season management

advanced tax preparers need managing, too

four best practices.

by frank stitely
the relentless cpa

managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.

we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.

more by frank stitely
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she asked to be paid on a salaried basis. when we agreed, she then demanded to be paid on an hourly basis. we agreed to that as well. then she wanted to go back to a salary. she believed that whatever we agreed to would be bad for her.
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pro member exclusive

three questions about firm culture

hand drawing a rainbow-colored 3

you should be a team. but what kind are you?

by martin bissett
passport to partnership

this second c is a stormy and choppy one, often fraught with political icebergs but navigated diplomatically and with maturity, will lead you through.

more by martin bissett
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case study on culture

deborah had done well. she was bridging the firm’s culture gap and fulfilling its desire to be seen as an equal opportunities employer by becoming the practice’s standout rising star.
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featured video

steve evans: why traditional hiring methods fail | the disruptors

redefine how you hire and develop top accounting talent.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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

in 2012, steve evans’ friend giles pearson, a big four accountant in new zealand, needed help. pwc kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful.   

more podcasts and videos: 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 | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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“they’re all rubbish,” he recalls telling giles. “they’re out of date. they’re not country-specific. they’re not really accounting-specific. they’re just math questions dressed up as an accounting test.” out of that failure, accountests was born.  

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featured video

steve yoss: how powered bi connects data | quick tech talks

unlock insights quickly, from quickbooks to custom systems.

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quick tech talk
with steve yoss
cpe today

microsoft’s power bi revolutionizes how professionals and businesses interact with their data. this cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, power bi seamlessly connects to nearly 100 native cloud resources—including quickbooks online—bringing your data to life through interactive dashboards, charts, maps, and graphs.

more steve yoss | more tech

one of power bi’s standout features is its ease of use. by simply entering your username and password, you can connect directly to quickbooks online without the need for third-party integrations or extra fees. moreover, its support for odbc (open database connectivity) makes it possible to integrate virtually any system, from inventory management to payroll and hr, or even external web data requiring login credentials.

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