The 45-Minute Problem Scaling Across Tax Teams
These workflows quietly erode firm margins.

WEBINAR June 3: From K-1 Chaos to K-1 Capital: Turning Compliance Bottlenecks into Advisory Opportunities
These workflows quietly erode firm margins.

WEBINAR June 3: From K-1 Chaos to K-1 Capital: Turning Compliance Bottlenecks into Advisory Opportunities
…And firms are feeling the strain…

By CPA Trendlines Research Staff
The Numbers Explain Why 2026 Feels So Difficult.

By CPA Trendlines
Across every major metric, CPA Trendlines is finding the same pattern: Firms are doing more work and generating more revenue — but keeping less of it.
The dynamic was unearthed in gory detail by the Busy Season Barometer. fron-inr \isteb=ning from The Busy Season Barometer. The numbers through tax season didn’t break all at once. Instead, they had been drifting apart. READ MORE →
Your ideas are fresh now.
By Ed Mendlowitz
Tax Season Opportunity Guide
Marketing takes many forms. Further, many accountants are not trained in marketing. I also know that while most CPAs want more business, they are too busy with what they have to be actively seeking new business. Additionally, marketing can be external, internal or retentive.
External is where new clients are solicited. That takes effort, ingenuity, time and maybe even some money.
READ MORE →
As demands for private market tax reporting and compliance surge.