Today's Features
CLIENT SERVICE OPPORTUNITIES

Create ‘Family Trees’ of Referrals

Have you taken the time to trace who sends you business?

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

For those of us in public accounting, there is a continual need to get new clients. Many times we look beyond what we have for the “new” when the growth is there for the taking.

MORE by Ed Mendlowitz
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One of the most important ways a practice can grow is for existing clients to recommend new clients. I have always valued such referral sources, and this value surpasses the fees they pay us. They look out for us and help us grow – I owe them!
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PRICING, FEES & BILLING RATES

Automation Lets Staff Operate at Higher Levels

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.

MORE by Jody Padar
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Technology is spurring innovation and driving automation – and that’s reshaping the future of accounting. Automation is simply using technology to complete tasks that are typically done by humans, and it will help you standardize by providing:
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PRO Member Exclusive

Concrete Steps to Imagining Your Firm’s Future

What is a vision you’d be proud of?

By Matt Rampe

You’re building momentum! If you were in an airplane, you’d be at about 10,000 feet and climbing rapidly toward your highest altitude. In the Imagine stage, we’ll take it all the way to 30,000 feet, where the big picture emerges clearly for all to see.

MORE by Matt Rampe
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If the Identify stage is about who we are and why we exist as a firm, Imagine is the exciting part where we create alignment around where we want to go together.
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PRO Member Exclusive

The Seven C’s of Assessing Partner Potential

Competence and culture are just the beginning.

By Martin Bissett
Passport to Partnership

Staffers aspiring to be partners must learn the key characteristics of successful partners. They also must learn how to develop their own personal plans to achieve partnership. Firms and staffers alike need a clear set of procedures, processes and milestones for turning top talent into the next generation of firm leadership.

MORE by Martin Bissett
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There are seven critically important criteria by which partners assess partners-to-be. I call them:

The Seven C’s
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SPONSOR

New Data: K-1 Workloads Reach a Breaking Point

K-1 season isn’t what it used to be.

By CPA Trendlines

What was once a defined window during busy season has quietly expanded into a months-long operational challenge—stretching well into summer and fall for many firms.

New data from K1x highlights just how concentrated—and disruptive—the workload has become.

MORE Break the K-1 Bottleneck: Download the full guide. | Join the June 3 webinar: From K-1 Chaos to K-1 Capital: Turning Compliance Bottlenecks into Advisory Opportunities

More than 52% of K-1 aggregation work now happens within a three-month window, with over 80% completed within six months.

That compression creates a cascading effect:

  • Workloads spike unpredictably
  • Timelines shrink under pressure
  • Teams are forced into reactive mode

At the same time, delays across the broader K-1 ecosystem—many outside firms’ control—make it nearly impossible to smooth workflows or plan capacity effectively.

The result: A growing mismatch between how firms are structured to work… and how K-1 data actually arrives. That disconnect is becoming one of the defining operational challenges in modern tax practices.