Tue.May 06, 2025

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How to attract more of the clients you actually want

Mark Lee

At the start of this century(!) when I first started writing and lecturing on practice development issues for accountants, I quickly learned to avoid the M word. Few accountants wanted to think about actively ‘marketing’ their practice. They didnt understand what was required as their training never covered it. And there was a common belief that ‘marketing’ wasnt something a professional accountant should have to do.

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Modeling Dilution to Plan Smarter Fundraises

BurklandAssociates

Every round affects your ownership. This guide helps you model dilution and make smarter fundraising decisions. The post Modeling Dilution to Plan Smarter Fundraises appeared first on Burkland.

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TAXCONNEX WINS BEST OF ACCOUNTING AWARD FOR SERVICE EXCELLENCE FROM CLEARLY RATED FOR THIRD CONSECUTIVE YEAR!

TaxConnex

I am excited to announce that TaxConnex has won the Best of Accounting Award for providing superior service to our clients for the third consecutive year! ClearlyRated's Best of Accounting Award winners are chosen based entirely on ratings provided by by clients in an annual survey sent through ClearlyRated. On average, clients of 2025 Best of Accounting winners are 1.6 times as likely to be satisfied than those who work with non-winning firms.

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PwC lays off 1,500 in U.S.

Accounting Today

The job cuts amount to about 2% of PricewaterhouseCoopers' U.S. workforce of approximately 75,000 employees.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

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Patriot Payroll® Named “Best Customer Support,” “Best Value,” and More by Gartner Digital Markets 

Patriot Software

Review platforms Software Advice, Capterra, and GetAppall owned by Gartner Digital Marketshave recognized Patriot Software as one of the highest-rated payroll systems, based on user reviews. Canton, OH Patriot Payroll has been recognized with multiple 2025 Best Of badges from review site, Gartner Digital Markets.

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The 2025 Best Firms for Technology

Accounting Today

Artificial intelligence is a key consideration for these 10 technology pioneers.

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Lessons from tax season

Accounting Today

A relatively smooth filing season offered a lot to learn about the future of the IRS, the importance of tax planning, changes in liability patterns, and more.

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Patriot Payroll® Named “Best Customer Support,” “Best Value,” and More by Gartner Digital Markets 

Patriot Software

Review platforms Software Advice, Capterra, and GetAppall owned by Gartner Digital Marketshave recognized Patriot Software as one of the highest-rated payroll systems, based on user reviews. Canton, OH Patriot Payroll has been recognized with multiple 2025 Best Of badges from review site, Gartner Digital Markets.

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Master's programs applications increase

Accounting Today

Nearly three-quarters of Master of Accounting programs in the U.S. reported increased application levels in 2024, according to the Graduate Management Admission Council.

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New product launches at Accountex London 2025 

Accounting Insight

The fourteenth edition of Accountex London is around the corner, taking place at Excel on the 14-15 May 2025. Over 11,500 attendees from around the world are expected to reunite and take advantage of the CPD-accredited seminar programme, and 300+ software and service providers. Exhibitors will be showcasing the best new products, tech, software, services and solutions in the world of accounting.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Senators introduce tax legislation on Pell Grants, overtime pay

Accounting Today

A pair of Senate bills would coordinate Pell Grants with the American Opportunity Tax Credit, and provide a tax deduction for overtime wages.

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ACSPs delay send an MTD chill through the profession

Accounting Insight

As Companies Houses new verification system gets delayed at the last minute, accountants and tax advisers will have a familiar feeling of uneasiness, writes Kevin Reed. In a compliance-driven profession, accountants need more than just their clients to provide them with their right information; they also need the governments systems and processes to be working adequately.

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IRS lost 31% of tax auditors in DOGE downsizing, watchdog finds

Accounting Today

More than 3,600 revenue agents responsible for collecting tax payments have left the IRS.

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What's the Scoop about 2025 ProAdvisor Applicants?

Insightful Accountant

Want to know the 'demographics' that make up our 2025 Top U.S. ProAdvisors? If so, we've assembled various key data that illustrates who our ProAdvisors are and what they do and think.

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

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How gaming can improve CPA recruiting and retention

Accounting Today

Forward-leaning firms are increasingly turning to gamification to make accounting more attractive to young professionals.

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How Financial Statement Fraud is Done

FraudFiles

Financial statement fraud happens is one of the most costly types of fraud. It is a significant problem because people inside and outside the company rely on the information provided in the financial statements. They assess the financial results and make predictions and decisions about the future of the company based on those results. Upper [.

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UBS will pay $511M to end Credit Suisse US tax probe

Accounting Today

Credit Suisse Group, the Swiss bank UBS bought, helped rich Americans evade taxes even after pledging to stop the practice a decade ago.

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The Future is Remote: Building a Thriving Virtual Tax Practice in 2025

Insightful Accountant

The tax profession is experiencing a fundamental shift. With talent shortages affecting firms nationwide and clients expecting digital-first service delivery, open-minded practitioners are discovering that remote operations aren't just temporary.

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8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

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IRS faces issues in crackdown on high-income non-filers

Accounting Today

The Internal Revenue Service has been conducting "sweeps" in recent years to uncover cases where high-income people have not been filing taxes.

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Group of Accounting Firms From Around the Country Unite to Form Sorren

CPA Practice

The top 50 largest accounting firms in the U.S. have a new contender in the mix. Thirteen accounting firms from across the country have combined under the new brand name Sorren.

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Accounting's challenge: Making it out of the canyon

Accounting Today

Firms risk being left behind if they don't carefully navigate the current transformative era, experts warn.

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Student Loan Collections Start This Week

CPA Practice

Starting Monday, the government will resume collections on federal student loans that are more than 270 days past due.

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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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In the blogs: Start to finish

Accounting Today

Tax Court judges; like-kind slip-ups; estate planning and digital assets; and other highlights from our favorite tax bloggers.

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Overview of the AICPA Startup Accelerator – The Accounting Technology Lab Podcast – May 2025

CPA Practice

In the latest Accounting Tech Lab, Randy Johnston and Brian Tankersley, CPA, discuss the AICPA Startup Accelerator. Watch the video, listen to the audio, or read the transcript.

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The Tax Season Survival Guide for Tax Professionals | Canopy

Canopy Accounting

How was last tax season? Your best ever? Or your most exhausting the most tears shed, the most midnight oil burned, most hours spent daydreaming about opening the surf shop your parents talked you out of? No matter how it went, the next tax season is already on its way. You cant outrun it. But you can prepare for it. And if you do it right, youll walk into next season more organized, less overwhelmed, and maybe even with a little extra sleep.

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PwC RIF’d About 2% of Its U.S. Workforce

CPA Practice

Fresh off the launch of its new logo comes a fresh round of layoffs at PwC, as the Big Four accounting firm is letting go of about 1,500 employees this week.

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How to Set Better OKRs and Drive Results

Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.

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[Expert Opinion] Why Specialized Accounting Is No Longer Optional for Niche Industries 

Ace Cloud Hosting

In today’s rapidly evolving business landscape, niche industries are emerging with unique operational complexities and regulatory demands. Traditional, one-size-fits-all accounting approaches often fall short in addressing these specialized needs. As.

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ITC Can’t be Blocked Beyond One Year Under Rule 86A

VJM Global

Held by Honble Delhi High Court In the matter of M/s SHRI SAI RAM ENTERPRISES VERSUS PR. ADG, DGGI, GURUGRAM & ANR. (No.- W. P. (C) 5438/2025) The Petitioner filed a writ petition challenging the blocking of Input Tax Credit by DGGI on 15th January, 2024. Further, another Order in Original was also issued against the petitioner, creating a demand of INR 55.38 Lacs.

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Accounting is One of the ‘Most Common’ Occupations: KPMG Research

Going Concern

KPMG Australia put out some research the other day on “the fastest growing jobs and the ones slowly going extinct” (their words). With all the talk about the accountant shortage, you wouldn’t expect accountants and bookkeepers to be in the Most Common Occupations column yet here they are. The KPMG analysis looked at numbers of workers from 2014 to 2024 to calculate dying, growing, and stable occupations.

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How to Increase Revenue without Increasing Clients

CPA Practice

One of the main goals of any business is togrow revenue, but the real challenge is to determine the proper strategy to do just that. Ultimately, its a math equationmusic to any accountants ears.

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.