CPA Trendlines

Understanding the full picture delivers higher ROI. This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here Sponsored by CPA Trendlines PRO Membership. Get More. Go Pro.

They’re not leaving the firm. They’re leaving you. Originally published Jan. 10, 2025. Sponsored by MAX: Maximize Productivity, Profitability, and Client Retention by August J. Aquila  – See Today’s Special Offer Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS. Gear Up for Growth With Jean Caragher For CPA Trendlines What’s driving talent out of accounting firms?

And four ways it pushes the paradigm shift. By Jody Padar Radical Pricing – By The Radical CPA When you have three people in your firm, each doing things their own way, you won’t be able to standardize until you get them all on the same page. Technology makes it easy to do that. Technology is spurring innovation and driving automation – and that’s reshaping the future of accounting.

The Checklist of Checklists Quick-Start Guide You can take action starting today. By Ed Mendlowitz 77 Ways to Wow! This list is a guide to jog additional thought about a client’s business. I have done all of these, and, at some point, I started making a list to help me remember. I also used it to help staff choose a few items each time they performed services for a client as a value-added benefit to the client. The listing can also be used a guide for a separate engagement.

Trump Accounts’ potential for employer contributions has so far gone unnoticed. Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer Quick Tax Tip With Art Werner CPE Today One particular feature of the new Trump Accounts has received very little attention so far, notes tax expert Art Werner: the account’s  potential use as an employer-provided fringe benefit.

Intent, tone and delivery matter just as much as the message itself. Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer Originally published Feb. 5, 2026 Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation One poorly handled conversation can undo months—or years—of trust.

Grab the free report here "*" indicates required fields Job Title* Firm Revenue* Δ Private Market Tax Is Heading for a Collision. For years, firms have managed growing K-1 complexity by adding staff, spreadsheets and point solutions. That approach is reaching its limit. Download the free report now. Private-market investing is exploding. Investors expect faster reporting. Regulatory demands are mounting. Experienced tax professionals are becoming harder to recruit and retain.

"*" indicates required fields Job Title* Firm Revenue* Δ It's Time to Evolve For years, firms have managed growing K-1 complexity by adding staff, spreadsheets and point solutions. That approach is reaching its limit. Private-market investing continues to expand. Investors expect faster reporting. Regulatory demands continue to increase. Experienced tax professionals are becoming harder to recruit and retain.

Walk the walk. By Martin Bissett Passport to Partnership There’s no doubt that consistent commitment is not as widely practiced as current partners of accounting firms might like to think. MORE by Martin Bissett Business success is built on a dedicated team with a shared vision giving their all for the realization of that vision and the development of the next one. TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on July 15, 2026

Your real ROI comes from relationships, not spreadsheets. 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 CPA Trendlines Pro Membership. Get More. Go Pro! – Martha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.