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Four Types of Tax Projections to Provide
Six thoughts on charging for them.
By Ed Mendlowitz
The CPA Trendlines Practice Doctor
Many accountants do tax projections. Some clients get projections who should not, but there are many who do not, who should.
MORE by Ed Mendlowitz
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Here are some insights about preparing and charging for them … READ MORE →
Outlook: Tax and Accounting Workloads Are Only Getting Heavier
Accounting Firms Face a Productivity Test as Demand Outruns Capacity.
Accountants Demand Index: Steady Growth in New Work
By CPA Trendlines Research
The tax and accounting profession’s biggest problem is no longer finding work. It is finding the time, people, and technology to do it.
The new CPA Trendlines Accountants Demand Index, which slipped in May, remains firmly above year-ago levels. The proprietary index of economic indicators fell to 121.2 in May, down 0.3 percent from April but still up 1.8 percent from a year earlier and comfortably above its 2019 baseline level of 100.
The next six months are forecast to follow a pattern firm owners will recognize. June softens. July surges with the sharpest single-month gain in the forecast window. Then August stalls, nearly flat, which is where the index makes its call.
History says late summer is the reset. This year, the data says the reset holds: the index climbs steadily through September, October and into November, reaching its fall peak before December pulls it back below zero.
One Hundred Clients, One Advisor
Break the capacity ceiling in advisory.
By Eric Eager
10X Advisory
There’s a silent ceiling in most CPA firms that stalls advisory growth – and it’s not demand. It’s capacity.
Most firms max out around six to 10 advisory clients per advisor. That’s it. After that, quality starts to suffer. Conversations get delayed. Prep work takes over. And advisory becomes just another thing on the to-do list.
MORE by Eric Eager
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But what if it didn’t have to be that way?
What if your advisors could serve 10X more clients – without burning out or cutting corners?
READ MORE →
Relevance Is a Cornerstone of Value
Five real-life examples.
By Hitendra Patil
Providing value to clients involves thoroughly understanding your client, anticipating their needs, and offering advice that is both timely and highly relevant.
We discussed earlier why timeliness is the first essential element of valuable advice. Yet, advice given at the right moment but disconnected from the client’s real-world challenges is like a GPS giving directions without knowing your location.
MORE by Hitendra Patil
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In this article, we examine why even the most technically sound advice often falls short when it fails to resonate with the client’s actual context, goals or concerns. Through real-life examples, from generic guidance that missed the mark to targeted insight that drove results, you will learn how to shape advice that fits the moment. It is not just about knowing the client’s business, it’s about understanding what matters most, right now.
READ MORE →
Art Werner: Trump Accounts Launch July 4 | Quick Tax Tip
Trump Accounts for children launch on July 4, 2026.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer
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Trump accounts officially launch July 4. Advisors should scan their client lists, keeping in mind that eligibility is determined by the child beneficiary rather than the person funding the account.
MORE Art Werner | MORE CPA Trendlines Streaming Network
“The eligibility rules are going to be based on what we’ll refer to as the beneficiary, the child that we’re establishing these for,” Werner says.