bissett bullet: give me one good reason
today’s bissett bullet: “one reason why accounting professionals find it difficult to sell is that they rarely give a reason to move that the prospect cares about.”
by martin bissett
today's features
how to talk politics: professionally | transformation talks
“politics affects tax laws, compliance, and financial decisions. we can’t afford to ignore it.”
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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transformation talks
with donny shimamoto
center for accounting transformation
politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious.
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in this episode of transformation talks, host donny shimamoto, cpa.citp, cgma leads a discussion with brian tankersley, cpa.citp, cgma; ron baker, cpa (inactive), and amy welch, apr, cae, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue.
radically change your pricing model: a q&a
insights on engagement, value, billing and more.
by jody padar
radical pricing – by the radical cpa
what’s your value proposition? if you increase your price, how will it enhance your services?
more by jody padar
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changes of this magnitude come with lots of questions. from pricing models to client pushback to determining value, the following are answers to questions received related to pricing strategies for accounting and advisory services.
read more →
twelve ways to add fun to tax season
why not?
by ed mendlowitz
tax season opportunity guide
tax season presents exciting opportunities for accounting firms and their staffs. every moment should be enjoyed and appreciated.
more by ed mendlowitz
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following are 12 reasons:
tax pros edge diyers in e-filings
refunds average around 5 percent over last year.
by beth bellor
can you say paperless? only 2.7 percent of individual income tax returns come into the internal revenue service by paper anymore, and only 3 percent of refund recipients request paper checks.
more: tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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the agency received 70.4 million individual income tax returns as of march 14 – the latest data available – down 1.7 percent from the same period in 2024. it processed 69.6 million returns, down 1.4 percent.
read more →
art werner: tax chaos in washington | tax issues update
what do tax pros need to know about the uncertainty in washington?
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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quick tax tip
with art werner
cpe today
with tax season in full swing, cpas and tax professionals are juggling client returns and a rapidly shifting tax landscape. in the latest quick tax tip, art werner joins rick telberg of 卡塔尔世界杯常规比赛时间 to dissect the state of tax policy, irs challenges, and how accountants can turn uncertainty into opportunity.
from looming irs layoffs to the evolving role of technology in compliance and planning, this conversation is packed with insights that every tax practitioner needs to hear. here are the biggest takeaways:
nine business development metrics to measure
plus seven mistakes to avoid in winning new fees.
by martin bissett
passport to partnership
like it or not, the 21st-century accountant is in the relationship-building business.
more by martin bissett
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when a qualified accountant learns the art of developing those relationships in such a way as they empower the practice to be able to forecast its new fee income each year, the accountant becomes a profit center and their value to the firm increases tenfold.
read more →
two types of tax review and how to use them
let color-coded tick marks be your friends.
by frank stitely
the relentless cpa
one of your roles as ceo is reviewer. there are two types of review: primary and secondary.
more by frank stitely
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depending on the size of your firm, you may only have primary reviews. if your firm consists of you and a preparer, you won’t have a second level of review. i don’t consider the self-review as a review step. i consider it part of preparation.
read more →
richard roppa-roberts: collaboration over competition | the disruptors
find your community; find your people.
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
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the disruptors
with liz farr
richard roppa-roberts created roundtable labs by accident.
more podcasts and videos: 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 |
he had just started his consulting firm, quasar cowboy, “and i had one spot available for a new client, and i had nine prospects, and i didn’t know what to do,” roppa-roberts explains. “i was new at this whole thing, and i’m like, well, i’m gonna put them all in a room together and see what shakes out. and what shook out was the first cohort of roundtable labs.”
what struggling small businesses need
digital apps and credit cards are helping.
by 卡塔尔世界杯常规比赛时间 research
small businesses with one to 100 employees were struggling a bit in the year ending october 2024, according to a survey conducted by intuit quickbooks, but may be starting to get back on their feet.
more: 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 | what if the staffing shortage is just a myth? | staffing, tech, prices top tax pros’ concerns
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the survey results may be of interest to accounting practices that are advising small businesses in various sectors and regions. in that digital and ai applications are giving advantage to companies that use them, accounting clients may be looking for advice on how to put these tools to work.
read more →
develop an alternative to the traditional cpa career track
how about lending new hires out to your best clients?
by alan anderson, cpa
transforming audit for the future
i’m fortunate to have two great former auditors working with me in accountability plus – my son tyler anderson and corey schmidt, who met working together as auditors. but that firm – like most firms – was focused on total hours worked and realization rates, and had no tracks for auditors who didn’t fit in the normal staff to senior to supervisor to manager to partner progression.
more by alan anderson
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as corey told me, “tyler and i were good with workflow management and managing processes, and that’s what our firm should have had us focus on.” corey demonstrated that when he was assigned the employee benefit plan practice at that firm, and through his leadership, improved fee realization from 60 percent to 100 percent.
ten causes of irs audits | listicle
by 卡塔尔世界杯常规比赛时间 research
a survey found that more than half of all americans would rather get mugged than audited by the irs. getting audited can mean a lot of work, a lot of expense and maybe a lot of penalty.
more listicles here
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discrepancies and dubious deductions are typical triggers for an audit. here are the 10 most common callers of irs attention. this list is not all-inclusive. read more →
steve yoss: unlock the force of data visualization | quick tech talk
make smarter decisions with the right data tools in excel, power bi, and tableau.
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quick tech talk
with steve yoss
cpe today
data visualization isn’t just about making numbers look good—it’s about telling a story. whether you’re working in microsoft excel, power bi, or tableau, the chart you choose can completely change the way you interpret and communicate your data. but are you using the right one?
more steve yoss
more tech
this episode of quick tech talks breaks down the power of different chart types and why selecting the right one is crucial for accurate analysis. did you know that pie charts are perfect for showing proportions, but scatter plots are better suited for identifying trends? or that excel alone offers more than two dozen different visualization options?