Today's Features —

CPA Trendlines: Top 100 Most Influential

CPA Trendlines: Top 100 Most Influential

The thought leaders and visionaries who are shaping the accounting profession…


NEW DATA: Strong, Steady Hiring at Tax, Accounting Firms

NEW DATA: Strong, Steady Hiring at Tax, Accounting Firms

Careers and Hiring Outlook:
Join the survey. Get the results.


The 8-Point Financial Tune-Up for Your Accounting Firm

The 8-Point Financial Tune-Up for Your Accounting Firm

How to tweak your firm’s financials and partner performance…


10 (Nearly) Painless Ways to Keep Up to Date with Technology

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: I have a small firm and I’m overwhelmed with all the new technology things I’m hearing about. How can I keep up to date?

RESPONSE: I personally am astounded at what is out there. It is way beyond me.

RELATED SURVEY RESULTS: How Accountants Keep Up with Tech Trends

Here are 10 ways you can stay ahead of the curve: READ MORE →

‘Show Me the Money!’ Partners Balk at Retirement Planning

Targeted retirement age as CPA ages

Targeted retirement age as CPA ages

Developing successful strategies for changing expectations.

By Marc Rosenberg
CPA Firm Retirements & Buyouts

The concept of retirement for CPAs is rather amusing.

Younger partners (say, under 40) insist with unshakable confidence that the oldest they will ever work is 50 or 55. They have other things to do with their lives (own another business, do charity work, pursue hobbies, etc.) besides working at a CPA firm and they want to pursue these interests while still young.

Older partners (say, over 55) see themselves working indefinitely, with 65 being the earliest age that they will even consider retiring. READ MORE →

What Accounting Firms Need to Learn from Personal Financial Planning Specialists

Is the traditional business model holding back the profession?

By Bruce W. Marcus
Professional Services Marketing 3.0

It’s not a race, nor are there prizes for the winner. But it has been suggested that personal financial planners trading in college, retirement and estate planning are light years ahead of the accounting profession in marketing.

More for CPA Trendlines PRO members:  The Delicate Art of Positioning Your Firm in the Mind of the Prospect  •  Who’s Better at Marketing? Lawyers or CPAs?  •  Even a Random Disaster Can Be Controlled with Risk Management  •  Managing Risk in Client Relations  •  Your Clients Love You? What If You’re Wrong?  •  The Three Degrees of RiskFour Essential Habits for Building Client TrustThe Nine Hallmarks of a Marketing CultureThe Four Cornerstones to Building A Marketing CultureGetting the Client is Only Half the BattlePractice Development: It’s Not Rocket ScienceNine Fundamentals for a Healthy Marketing Culture in an Accounting Firm


40 Chances, 40 Tax Seasons

2015 is another opportunity to fine-tune your business.
What are you planning? Join the survey; see what accountants are saying.

By Sandi Smith Leyva

The Accountant’s Accelerator

I was drawn to reading Howard Buffett’s new book because I am completely intrigued by huge social problems and figuring out ways to solve them. For Buffett, who is a farmer at heart, the challenge is how to tackle world hunger.

One of the stories in the book (which is 40 Chances: Finding Hope in a Hungry World) has Buffett listening to a lecture for farmers on how to improve their yield year after year. Buffett recalls the speaker saying that one farmer, on average, will have a 40-year career from the time he or she starts working the land to the time to retire. On average it will be 40 harvests and 40 plantings. READ MORE →

100 CPA Firms Named “Best Firms to Work For”

Congratulations to the winners of the Accounting Today program.

The annual survey and awards program, which Accounting Today conducts in partnership with Best Companies Group, is designed to identify, recognize and honor the best employers in the accounting profession, benefiting its economy, workforce and businesses.

They are: READ MORE →

How to Use Snail Mail to Find Sellers for Mergers

Marc Rosenberg


With four steps and a sample letter.

By Marc Rosenberg
CPA Firm Mergers

In all areas of mergers and acquisitions, it’s always much more difficult to find sellers than buyers. This is certainly true in the case of CPA firms. CPA firm merger consultants and brokers can do a great job finding buyers, but they are limited in their ability to dig up sellers. This is because the vast majority of all mergers and sales take place when buyers or sellers who “know each other” get together on their own without the help of a consultant.

One way to identify sellers is to conduct a snail mail solicitation. The steps in the process are: READ MORE →

Six Steps for a Better Tax Season

How some smart firms spent their summer vacations…

By Hitendra Patil
Pransform Inc. 

A new busy season is fast approaching and vacation season is coming to an end. But some firms haven’t been taking time off. They’ve been assessing the lessons from the 2014 busy season to apply to 2015.

Hitendra Patil

Hitendra Patil

More on The Entrepreneur Accountant: 8 Seconds into the Future: Meet Generation Z   •   5 Reasons Gen Y Will Make or Break Your Firm   •   3 Ways Amazon’s New Fire Phone Hints at the Future of Accounting   •   The 8 Traits Creating the Firm of the Future Today   •   Get More Done, Make More Money: Stop Doing These 17 Things   •   What Shopping Habits Reveal about Accounting Clients   •   Create Your “Not-To-Do’s” List   •   IRS Bitcoin Rule: 5 Things Accountants Need to Know   •   Tax Season Tips: Train Your Brain to Focus   •   What the Bitcoin Phenomenon Means for Accountants   •   Overcoming Your Clients’ Worst Fears   •   5 Tech Tips for Reigniting Growth   •   A Case Study in Using Linkedin   •   Accountants and Six Fundamental Human Needs   •   Client Satisfaction Starts with ‘Likeability’   •   Why Accounting? Your Clients Want to Know   •   What’s Next: Predictive Accounting

Here are six of the things that the most innovative firms have been doing. And no, they aren’t what you might necessarily expect. READ MORE →

The Pros and Cons of Hiring Entry-Level Staff

Ed Mendlowitz

Ed Mendlowitz

In “Why I Don’t Hire on Experience,” Ed Mendlowitz explained why he advocates for hiring entry-level staff – and the rare exceptions when he believes hiring experienced staff makes sense.

Some readers agreed. Some didn’t.

>>> Add your own comments here <<<

Frank Stitely said the total cost of employment must be considered. “A lot of ‘experienced’ people need to be retrained almost from scratch. You are paying for experience that may not be valuable,” he said. READ MORE →

New Tech Tools for the 24/7 Accounting Firm

hThe virtual workplace has arrived. And it’s paying off.

By Roman H. Kepczyk
Quantum of Paperless

One of the key components in optimizing firm production is providing the capability for firm personnel to work from anyplace, at any time, at their own convenience.

So give your people access to the resources needed whenever and wherever they are. They will get more work done in less time. Here’s how.