today's features
busy season management

teach time management and tax reviewing

man and woman looking down at document

avoid the dreaded “what’s the status of” questions.

by frank stitely
the relentless cpa

let’s discuss two training issues in detail: teaching time management and teaching review skills.

the biggest training gift that you can give your staff is time management training. you may want to offer formal training, but i have never found one that was really specific to cpa firms and the daily challenges we face.

more by frank stitely
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two time-management skills are at the heart of what cpa firms do. first, teach your staff task switching. by that i mean they shouldn’t get locked in on one type of task to the exclusion of others.
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featured video

ira rosenbloom: m&a money’s easy – culture fit’s hard | the disruptors

progressive firms are the key to the future of the profession.

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 “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

the world of m&a is full of disruption, distraction, and disorientation these days, says ira rosenbloom, ceo of optimum strategies. while the headlines focus on private equity’s increasing role in cpa firm acquisitions, two new types of acquirers are playing a bigger role: family offices and wealth management.

more podcasts and videos: 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 | 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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these different participants are disrupting “the more traditional marketplace, which for years has been driven by two cpa firms getting together that had a lot in common, except one was larger and the other one was smaller,” says rosenbloom. “i just think that what we’ve seen is there’s not one approach that works for everybody. we’re seeing dimension now. we’re seeing a whole bunch of choices.”

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management

internal communication matters, too

bonus checklist: five questions to evaluate yourself.

by martin bissett
business development on a budget

the passport to partnership study collated a number of responses in a conversational style. several examples really stood out as the first steps in effective communication:

would we put this person in front of a client?

more by martin bissett
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meaning: the clients are our source of income; we don’t jeopardize that for anything. if we think that this person will do anything less than consolidate the perception of the firm and its people in the eyes of the client, we’ll keep them back in the office.
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featured video

steve yoss: up your ai skills | quick tech talks

transform your workday and discover practical ways to save time.

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quick tech talk
with steve yoss
cpe today

generative ai tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. if you haven’t explored tools like openai’s chatgpt or anthropic’s claude, now is the time to dive in. these cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your ability to clearly express your needs.

more steve yoss
more tech
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imagine completing a 10-hour workload in just six hours. that’s the promise of generative ai: helping you work smarter, not harder.

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advisory & consulting

what empowerment should look like … and shouldn’t

man intently listening to woman in office

six skills that an auditor needs.

by alan anderson, cpa
transforming audit for the future

empowerment means that teams feel like they have ownership over the outcome, outputs and the process of what they are doing. they need to feel it’s ok to try doing things differently and even to make a mistake – and learn from it. the quality of everyone’s work improves when they have the confidence to present new ideas, and to push back when they think there’s a better way to do something. and empowerment delivers results – especially when it is partnered with owned accountability.

more by alan anderson
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unfortunately, most of us have a better idea of what an empowered team and empowering managers do not look like than what they do look like. let’s look at a few of the ones you may have seen in your time working.
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listicle

ten things to tell high-income clients | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

high-income clients have special needs. they want strategic guidance beyond basic compliance and tax preparation.

more listicles here
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for obvious reasons, they deserve the best of care and the utmost attention from their accounting firm. and it’s important to maintain continual contact with these clients. here are 10 things their accountant/tax pro should be discussing with them.
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accounting influencers

randy johnston: ai opportunities and risks | accounting influencers

adopting these tools will define future success.

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accounting influencers
with rob brown

randy johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence by diving deep into its history and future potential. johnston traces ai’s roots back to alan turing’s groundbreaking work in the 1950s and walks listeners through decades of milestones, from the first neural networks to openai’s chatgpt.

highlighting the shift to generative ai, johnston explains how tools like chatgpt leverage vast datasets through large language models (llms) to deliver advanced, nuanced responses. “ai isn’t prescient or conscious,” johnston clarified, “but it’s a significant leap forward in what machines can do.”

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politics & government

is voluntary disclosure of tax noncompliance working?

maybe a better question: is the irs trying to make it not work?

by 卡塔尔世界杯常规比赛时间 research

for more than two decades, the irs has been allowing tax dodgers to admit their delinquency and pay their back taxes, interest and penalties without fear of criminal prosecution. reaping the revenues was preferred over locking people up.

but times have changed.

more: irs needs to work better with its workers | why itin applications get delayed | the ouches of the tax ‘practitioner’ scam | could the irs do better with the phones? | irs sluggish on identity theft | tax preparers share advice for your clients | check these 41 items on business tax returns | irs must speed up tax return processing | first tax filing reports are in | cut down your tax work in progress | steve yoss: unlocking business insight with power bis | quick tax tip | more than 1 million erc claims still not processed | art werner: the godfather and tax issues | quick tax tip
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this act of grace is called the voluntary disclosure practice (vdp). the purpose is to induce the intentionally noncompliant to come forth with what they owe and come back into the fold of patriots who support their nation. in essence, the vdp is an escape hatch out of the crime of tax evasion.
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client accounting services

five steps to choosing your cas technology stack

cloud computer network

your current cloud use plays a role.

by hitendra patil
client accounting services: the definitive success guide

your firm’s current processes/procedures adapted to your current technology stack, or vice versa. trying to “fit in” client accounting services into your existing technology stack may become a challenge for you – not just from a procedural point of view but also from a profitability point of view. if your current technology stack is still more of desktop software, it could be nearly impossible for you to offer cas as profitably as potentially possible with non-desktop solutions.

more by hitendra patil
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before you start thinking, “oh gosh, this is going to be a hugely expensive technological overhaul of my firm,” stop. cas does need you to adapt to an optimal technology mix, but it does not mean you just throw away your current technology and bring in entirely new technology. cas does not need a technological transformation of your firm. depending upon your existing technology stack, it may only require some reorganization, integration and adjustment.
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featured video

sarah elliott: conscious coaching secures independence | gear up for growth

leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.

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

in a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many cpa firms face a critical choice: sell, merge, or remain independent. for firms determined to chart their own course, leadership is the key to survival and success.

gear up for growth spotlights the best strategies for smart and efficient 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

sarah elliott, co-founder and principal of intend2lead llc, joins jean caragher on the “gear up for growth” podcast to discuss how conscious leadership can help cpa firms maintain independence, foster innovation, and develop future leaders. her insights underscore a fundamental shift in leadership—one that requires vision, empowerment, and adaptability.

according to elliott, firms that want to remain independent need to cultivate three critical leadership qualities:

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leadership

generosity: the root of great leadership

woman smiling and reaching out to shake another woman's hand

how it can benefit you and your firm.

by jennifer wilson

“what we have done for ourselves alone dies with us; what we have done for others and the world remains and is immortal.” – albert pike, american lawyer and journalist

i wrote a blog post two years ago (almost to the day) entitled, “we’re all selfish – so why hide it?” in it, i suggested that great leaders must have the courage to acknowledge that they have selfish interests in their work, to admit what they most want and then collaborate with others to meet their needs and the needs of the greater good, too.

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my work with firms and individuals since then has only reaffirmed my belief that selfish interest drives us in our work and, when it is subconscious or overpowering, damages an organization’s teamwork, inspiration and ultimately, its growth and progress. while pondering the impact of selfishness, i have recently begun to examine the special and rare “opposite” human characteristic: generosity and its impact on leaders, their people and their organizations when it is present.
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pro member exclusive

why have a managing partner?

businessman giving advice to female coworker

and how they should spend their time.

by marc rosenberg
the rosenberg practice management library

“you call it ‘nagging.’ i call it ‘listen to what i said the first time!’” – anonymous

after deciding on a management style for the firm, the next issue for the partners to decide is how the firm will be managed.

more by marc rosenberg
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the first question is: do we want the firm managed by a leader, which for a cpa firm is the managing partner, or managed by one or more committees of partners?
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accounting arc

kelly mann: women in leadership, thriving against all odds | arc

“i’d go through cancer again before i’d go back to not having confidence.”

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accounting arc
with arpan grewal
center for accounting transformation

more arc: analysis, reaction, comedy

when kelly mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. but what she did have was a vision—and a willingness to take risks. today, she is the ceo of auditminer, a groundbreaking software company that simplifies 401(k) audits for cpa firms across the country. 

more accounting arc: are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | 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 education

“i was always told to stop being a bull in a china shop,” mann recalls. “but i realized i was okay with being a bull—i just needed to leave the china shop.” that realization set her on the path to entrepreneurship. 

in 2020, mann was preparing to launch auditminer when she was diagnosed with stage 3 breast cancer. facing both a global pandemic and a personal health battle, she nearly gave up.

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