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BUSY SEASON MANAGEMENT

Your Colleagues Give Their Best Advice for Clients

woman and man walking and talking outside office building

… and lots of it.

By CPA Trendlines Research

For many people, especially people running small businesses, their accountant is their best, if not sole, source of advice on financial matters, including business administration.

Sometimes they come asking for it.

MORE Barometer: Pro Services, Tech and Mining Sectors Most Likely to Thrive | Accountants See a Host of Woes for Businesses | Top Three Issues for Business: Tariffs, Taxes and Inflation | Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year | Tax Preparers Share Advice for Your Clients | Staffing, Tech, Prices Top Tax Pros’ Concerns
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Sometimes they expect their accountant to offer it.

Sometimes they are even willing to pay for it.
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ADVISORY & CONSULTING

Ten Ways to Offer Eldercare Services | Listicle

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

Individual tax returns often turn up a need for eldercare for a client or a client’s relatives.

MORE Listicles here
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Often younger family members in distant cities need support for older relatives in your area – and not just health care. Preparing a tax return may also uncover difficulties that senior citizens are having.

Here are 10 services you can offer on a retainer basis after tax season has passed.

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BUSY SEASON MANAGEMENT

Pro Services, Tech and Mining Sectors Most Likely to Thrive

magnifying glass showing bar charts

Cars and construction? Not so much.

By CPA Trendlines Research

Here’s a question for you: Which business sectors are most likely to thrive over the next 12-18 months?

The answer matters. It matters to accounting clients, who need to know where their businesses stand, where they can find customers, maybe where to invest or form partnerships.

MORE Barometer: Accountants See a Host of Woes for Businesses | Top Three Issues for Business: Tariffs, Taxes and Inflation | Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year
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And it matters to accounting firms, too. Thriving sectors need good accounting firms.
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BUSY SEASON MANAGEMENT

Accountants See a Host of Woes for Businesses

two worried businesspeople having coffee and looking at computer

Capital, technology and the federal government are just some of the concerns.

By CPA Trendlines Research

The CPA Trendlines Busy Season Barometer sure opened a can of worms when it asked what will be “important” for businesses over the next 12-18 months.

MORE Barometer: Top Three Issues for Business: Tariffs, Taxes and Inflation | Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year | Tax Preparers Share Advice for Your Clients
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The survey offers a list of nine issues to choose from but then asks an open-ended question about what else will be important in the near-term future.

It turns out a lot of things will be important. Here are a few in the voices of accounting professionals across the country.
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BUSY SEASON MANAGEMENT

Top Three Issues for Business: Tariffs, Taxes and Inflation

Businessman talking on phone in the office

Clients will need your help sorting through it all.

By CPA Trendlines Research

Back in the good ol’ days of December and January, 55 percent of accountants and tax practitioners were identifying technology as the most important issue for business over the next 12-18 months.

Tariffs weren’t even on the radar, and inflation ranked third.

MORE Barometer: Accountants Reporting a Pretty Good Year | Concerns Take Curious Shifts as Tax Season Closes | Tax Season Faceplant: Accountants Overrun by Late Chaos | Accountants Turn Negative Amid Tariffs, Trade, Uncertainty | What CPA Firms Could Do Better | SURVEY: Which Client Industries Will Grow This Year | Tax Preparers Share Advice for Your Clients | Staffing, Tech, Prices Top Tax Pros’ Concerns
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Three months later, and so much has changed. The April results of the CPA Trendlines Busy Season Barometer show tariffs and inflation tying at the top of nine issues at 66 percent. Technology has dropped to fifth.
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