Three Ways to Measure Your Team’s Effectiveness
They have to work in harmony.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
Busy Season Barometer
Top Tech Trends for Tax Season 2026
Holding Steady, Tuning Workflow, and Testing AI
By CPA Trendlines Research
Join the Busy Season Barometer survey here.
Busy Season 2026: Firms Look to Pricing for Growth
Revenues and client rosters outpace profit gains as firms battle cost pressures.
By CPA Trendlines
CPA firms heading into the 2026 tax season expect revenue gains driven primarily by higher prices, not by adding clients, even as a majority anticipate another heavy extension season.
JOIN the Busy Season Barometer survey here.
MORE TAX, PRICING, and THE 2026 OUTLOOK
According to the CPA Trendlines Busy Season Barometer, about 6 in 10 firms expect total revenue to increase this year, while roughly one-third expect revenue to hold steady. Profit expectations trail revenue slightly, a pattern that points to continued cost pressure even as clients and would-be clients clamor for more, and more high-end, services
Busy Season 2026: IRS Problems, Staffing Issues and Client Wrangling Emerge as Top Pressures
IRS dysfunction replaces OBBBA as top concern.
By CPA Trendlines
With only a week to go before the opening of filing season 2026, tax practitioners are focusing on IRS dysfunction as their biggest potential problem this year
And no wonder. The agency was already chronically underfunded, buried under a mountain of overdue paperwork, and crippled by ancient computer systems when it lost 25% of its workforce in early 2025.
JOIN the Busy Season Barometer survey here.
MORE TAX, PRICING, and THE 2026 OUTLOOK
Today 63% of tax professionals say a beleaguered IRS poses the single biggest risk to this year’s tax season, up from 54% just a couple of months ago, according to the CPA Trendlines Busy Season Barometer.
Want Better Clients? Raise Your Rates
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Loren Fogelman, founder of Business Success Solution, is an expert in pricing strategy and sales for accounting firms. A sought-after keynote speaker, she is continually listed among America’s top-ranked business coaches. |
Your fees send a message about your firm.
By Loren Fogelman
The Holistic Guide to Wealth Management
Setting your fees appropriately is one of the primary challenges that accounting professionals face. According to McKinsey, 80 to 90 percent of services are priced too low. Throughout my career, I too have found that most firm owners don’t know how much to charge for their services – and too often they undercharge.
MORE Rory Henry and The Holistic Guide to Wealth Management
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Many firm owners tell me that setting fees can feel like tiptoeing through a pricing minefield. And pricing shouldn’t be taken lightly. This is especially true for wealth management services. The prices you set today will impact your firm’s profit margin as well as your growth for years to come.
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