{"id":108944,"date":"2023-02-28t11:59:55","date_gmt":"2023-02-28t16:59:55","guid":{"rendered":"\/\/www.g005e.com\/?p=108944"},"modified":"2024-08-07t23:09:39","modified_gmt":"2024-08-08t03:09:39","slug":"busy-season-barometer-finds-many-cpas-in-transition","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/02\/28\/busy-season-barometer-finds-many-cpas-in-transition\/","title":{"rendered":"busy season barometer finds many cpas in transition"},"content":{"rendered":"
\"\"<\/a>
join the survey. get the results.<\/span><\/strong><\/a><\/figcaption><\/figure>\n

dropping services … and clients. help wanted.<\/strong><\/p>\n

by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n

the 2023 cpatrendlines busy season barometer generally looks for the status of firms as they dig into this year\u2019s tax filings. practitioners tell us how things are going, how well they\u2019re doing, what their main concerns are and what they see happening in local and national economies.<\/p>\n

more: <\/b>more cpas see worsening economy<\/a> | has early tax season optimism peaked?<\/a> | marchternity: just say \u2018no\u2019<\/a> | marchternity: the solution is community<\/a> | why the irs is still doing data entry by hand<\/a> | news on irs is maybe sort of a little bit good<\/a> | why we all hate the tax code<\/a> | how bullish are you this tax season?<\/a> | accountants\u2019 top problems for tax season 2023<\/a> | tax season 2023: better or worse?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

at the end of the survey, we ask what else we should know about their firms. this year, we\u2019re receiving hints of firms in transition \u2013 slowing down, branching out, shifting gears, moving on, revamping business models and generally looking for a better business life.
\n
\nsome are dropping certain services and offering others. some are specializing. some are shedding clients. some want to retire but can\u2019t. one\u2019s getting into weed.<\/p>\n

dropping attest services<\/strong><\/p>\n

one anonymous respondent says, \u201ci am transitioning to general bookkeeping, payroll and tax services and will be dropping attest services over the next 3-5 years. providing client accounting services is where it is at. small business owners want to run their business and outsource the accounting.\u201d<\/p>\n

susie beck says, \u201ci also am an insurance agent and medicare specialist\/consultant. i enroll people in medicare advantage plans and sell medicare supplements along with life and health insurance.\u201d<\/p>\n

writing in from murphy, tex., jaclyn j. mcguinness tells us, \u201ci am only taking on newbies when we lose some legacy clients (good riddance \u2013 not tech-savvy at all and very inefficient to serve this cantankerous group of fogies \u2026).<\/p>\n

kelli cox, a partner with cgc accounting and advisors in palm desert, calif., looks to be making a big shift. \u201cwe are working towards making advisory our largest service,\u201d she says.<\/p>\n

and another anonymous respondent reveals a big more: \u201cintend to move to cannabis accounting.\u201d<\/p>\n

unusual comments<\/strong><\/p>\n

we also got hints of a lot of staffing problems.<\/p>\n

\u201cwe’re really far behind on books and tax,\u201d says terri ryman. \u201choping to hire.\u201d<\/p>\n

\u201csmall local practice having staffing issues in terms of ability to multitask,\u201d says jack gold, of new york city\u2019s adelman katz & mond.<\/p>\n

a few practitioners offer unusual comments about themselves.<\/p>\n

donald maxham, who seems to be just too nice for his own good, tells us, \u201ci have been trying to retire for 15 years. my remaining clients flatter and beg me to not retire.\u201d<\/p>\n

and another seems to have a similar problem, saying, \u201ci\u2019m a small hometown tax guy who doesn’t know to say no. overworked, too cheap to ask what he is worth.\u201d<\/p>\n

and annette saarinen, of accountax of oregon, has a good approach to her beloved clientele: \u201cwe dig people out of the holes they’ve dug for themselves without hitting them with the shovel.\u201d<\/p>\n

what\u2019s your firm up to? transitioning? struggling? juggling? raking in the dough? let us know. take the five-minute busy season barometer<\/a> survey and share your thoughts.<\/p>\n","protected":false},"excerpt":{"rendered":"

dropping services … and clients. help wanted.<\/strong>
\n\"\"<\/a>
\nby 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n","protected":false},"author":17,"featured_media":57568,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,2246],"tags":[],"class_list":["post-108944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-busy-season"],"acf":[],"yoast_head":"\nbusy season barometer finds many cpas in transition - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" 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