today's features
pricing, fees & billing rates

accelerate growth through specialization

man holding pen touching the word "specialization" floating in air with symbols

plus tips on how to set your strategy.

by jody padar
radical pricing – by the radical cpa

specialization means having expert-level knowledge in a niche practice area. when you specialize, your services and efforts are focused on your narrow field of expertise. this helps streamline standardization and productization.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as a result of specialization, it is easier to develop your advisory services because they all revolve around the same services and background. your conversations all take on similar qualities because the people, or the personas, you’re talking to are all in the same niche.

your specific expertise also puts you in a unique position to create kpis beneficial to both you and your clients. because you’re immersed in the industry, you’re always abreast of the hot topics and well versed in how events will impact your clients and their industry.
read more →

politics & government

irs needs to work better with its workers

pie chart

 

training? inadequate. best recruitment method? who knows?

by 卡塔尔世界杯常规比赛时间 research

here’s an idea: ditch your cpa practice and go work for the irs.

if you can figure out the job application process, you’ve already proven yourself adept at bureaucracy.

more: 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 | advanced tax preparers need managing, too | the top ten problems the irs still needs to fix
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

despite that preliminary qualification, you’ll have to take a pay cut of 20-30 percent, but in as little as three years, they’ll have you trained for your job.

and with a little luck, you won’t have a boss, given that a quarter of all director positions are vacant or temporarily filled.
read more →

charts & graphs

tax refund totals up 10%

tax pros hold 44 percent of the market, one-half percentage point less than a year ago.

by beth bellor

for the first time this busy season, the irs is reporting not just refund numbers and average amounts but also the total amounts refunded. it’s good news: up 10 percent for both total and direct deposit refunds.

more: tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as of feb. 21, the most recent data available, the agency had received 42.7 million individual income tax returns, down 4.2 percent from the same period in 2024. it had processed 42.4 million returns, down 3.8 percent.
read more →

busy season management

how to assign projects to staff

magnet drawing in three peoplesoftware helps, so here are three tips for choosing it.

by frank stitely
the relentless cpa

let’s talk about assigning staff to projects. understand that this discussion will mean nothing the first two weeks of april, when you may be assigning the family dog to some returns.

and that makes perfect sense in those circumstances. i’ve done worse. who knew that goldfish can’t type?

more by frank stitely
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

there are two factors to consider in assigning a project to a staff member.

first, does your staff member have the technical capability to complete the project? some people are good at personal tax returns. others are good at business returns. a few rare, wonderful individuals are good at both.
read more →

featured video

roman villard: ditch the suit & shine | the disruptors

dress for the job you want, not the job you have. seriously.

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

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

traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is roman villard, founder of full send accounting. in this episode of the disruptors podcast, liz farr sits down with villard to explore his unconventional approach to running an accounting and data consultancy. from redefining firm culture to embracing technology, villard shares how his firm is reshaping what it means to be a modern accountant.

more podcasts and videos: 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 |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

many in the accounting industry grew up hearing, “dress for the job you want.” but for villard, that meant rethinking what kind of job—and firm—he actually wanted. tired of the rigid expectations of traditional accounting firms, he built full send to foster authenticity, allowing professionals to bring their whole selves to work. from casual attire to a brand identity inspired by adventure sports, full send is a firm built on passion, energy, and going all in.

read more →

audit & assurance

create a culture of empowered staff

three people having discussion at table over document and water glasses

empowerment in audit has become an oxymoron. it doesn’t have to be that way.

by alan anderson, cpa
transforming audit for the future

i don’t know if it was luck or by design, but when i started out at mcgladrey, i landed on a team that was already doing the kinds of innovative work that i coach teams today to try out. i’ve never been a status quo type of person, so that resonated with me. i was always trying to find a better way to do things.

more by alan anderson
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

in my first six months, we were already working with data, using the primitive data software tools available back then, or, more likely, that we built ourselves. i was in an environment that created the art of what’s possible. we were willing to try new things. i didn’t have mentors or co-workers who would tell me “that’s not the way we do it here,” so i was able to actually do the things i thought about.
read more →

podcast

steve yoss: cybersecurity musts | quick tech talks

stopping cyber threats before they start begins with adopting one essential email habit today.

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.

quick tech talk
with steve yoss
cpe today

in today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. for professionals, this makes email not only a convenience but also a significant risk factor.

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

email requires your utmost vigilance. cybercriminals often use sophisticated tactics like phishing and spear phishing to disguise themselves as trusted clients or colleagues. spotting these scams can be incredibly challenging, as fraudulent emails often mimic legitimate communication styles and addresses.

read more →

listicle

ten tips for minimizing the cost of tax preparation | listicle

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

note: here’s a handout for tax preparers to give to clients.

tax returns don’t have to be a terrible headache or big expense. minimizing the work required by the tax preparer during the busy tax season will help minimize the cost.

more listicles here
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are 10 ways you can minimize the cost of tax preparation:
read more →

pro member exclusive

pursue excellence to win the battle for talent

portrait of john fenton
fenton
 john fenton, cpa, mba is the ceo of john j. fenton executive coaching, which he launched following a successful 30+ year career as a managing partner and cpa. he is a certified success principles™ trainer, an award-winning speaker, best-selling author and leading authority in leadership.

the roles that purpose, vision and culture play.

by john fenton
the holistic guide to wealth management

some call it a battle, some call it a war. whatever you call it, there’s no arguing that competition for talent in our industry is fierce. accounting firms, like most other businesses, are struggling to find qualified workers to meet the growing needs of their clients and customers. at the same time, opportunities to grow revenue are abundant.

more: leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | tsunami of m&a, pe is disrupting the accounting profession | why cpas are best positioned to become financial advisors | how wealth management has evolved
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

according to mckinsey data, voluntary “quit rates” are 25 percent higher than they were before the pandemic. at some firms, attrition rates have been as high as 20 percent to 25 percent. meanwhile, a recent gallup survey found that only one-third of employees (32%) felt “engaged” in their jobs. meanwhile, mid-level professionals who would normally be on track for long careers at their employer are leaving in droves to pursue something else.

the aforementioned mckinsey report identified the motivating factors that keep people in their jobs and the demotivating factors that drive them away.
read more →

accounting influencers

expert panel: are you risking obsolescence? | accounting influencers

innovation, ai, and next-gen leaders must successfully adapt to constantly changing landscapes.

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.


accounting influencers
with rob brown

industry leaders bobby lane, ceo of factotum; tony szczepaniak, ceo of lea global; randy wootton, ceo of maxio; and rick richardson, ceo & founder of richardson media & technologies, probe the state of accounting, the biggest threats facing the profession, and the opportunities ahead.

szczepaniak sees hope in the pressing issue of talent shortages, noting that regulatory bodies are exploring new ways to accelerate certifications and attract non-traditional candidates. he acknowledges that while some firms are innovating, others remain stagnant. “the firms that can clearly articulate their value proposition and adapt to strategic conversations internally will thrive,” he asserts.

read more →

client accounting services

five ways to make cas staffing easier

number 5 drawn in sand

even solos can provide it. here’s how.

by hitendra patil
client accounting services: the definitive success guide

when we asked firms what is stopping you from offering client accounting services, their top response was that they don’t have the staffing.

the #1 cas killer that emerged from the cas survey results is, unfortunately, also the most misconceived perception. it is a myth.

more by hitendra patil
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the cas survey results showed that even solo practitioners offer cas. the number of firms that provide cas is significantly higher than those that do not offer cas for firms of all sizes. cas firms provide about twice the number of services compared to non-cas firms. “staffing shortage” or “lack of relevantly competent staff” are not the reasons why you should not offer cas. let us see why.
read more →