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@cpatrendlines

Actionable intelligence for the #tax, #accounting, and #finance community. cpatrendlines.com

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Latest posts by CPA Trendlines @cpatrendlines

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Valuing More Than the Balance Sheet | ARC Understanding a company’s history, leadership, and future matters as much as financial statements. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation.
08.03.2026 06:36 👍 0 🔁 0 💬 0 📌 0
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Bissett Bullet: What Are You Known For? Today's Bissett Bullet: “Of all of the components of an effective marketing strategy, your message is arguably the most important.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett.
08.03.2026 05:32 👍 0 🔁 0 💬 0 📌 0
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Carr Riggs & Ingram Adds CFO Hub to Expand Fractional CFO Services Enterprise, Ala.-based IPA 100 firm Carr Riggs & Ingram LLC (CRI)  (FY24 net revenue of $506.45 million) has announced that CFO Hub LLC, a San Diego-based provider of fractional CFO and financial advisory services, has joined the CRI Family of Companies. The combined organization will operate under the name CRI CFO Hub. Founded by Jack Perkins […] The post Carr Riggs & Ingram Adds CFO Hub to Expand Fractional CFO Services appeared first on Inside Public Accounting.
08.03.2026 05:26 👍 0 🔁 0 💬 0 📌 0
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RBG Announces Leadership Transitions as Firm Enters 110th Year Memphis, Tenn.-based firm Reynolds Bone & Griesbeck PLC (RBG) has announced several leadership transitions and appointments as the firm approaches its 110th anniversary. Carl J. “Skeet” Haag, retired as firm managing partner effective Dec. 31, 2025, after 44 years with the firm. Haag will remain involved as partner emeritus beginning Jan. 1, providing advisory support […] The post RBG Announces Leadership Transitions as Firm Enters 110th Year appeared first on Inside Public Accounting.
08.03.2026 05:21 👍 0 🔁 0 💬 0 📌 0
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Cut Tax Season Stress: Twelve Tips Quick, low-cost ideas. By Sandi Leyva The Complete Guide to Marketing for Tax & Accounting Firms Go PRO for members-only access to more Sandi Smith Leyva.
08.03.2026 05:18 👍 0 🔁 0 💬 0 📌 0
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Six Vital KPIs for Advisory-CAS Success Plus four client outcomes for measuring impact. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil.
07.03.2026 11:53 👍 0 🔁 0 💬 0 📌 0
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Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth Small Firm Success Starts with Intention, Not Scale. Go PRO for members-only access to more Jean Marie Caragher.
07.03.2026 09:59 👍 0 🔁 0 💬 0 📌 0
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March Madness 2026: AI and Prediction Markets Replace the Office Pool If March Madness is America’s annual reminder that probability is a prankster, the Final Four is when the prank starts charging subscription fees. This Weekender finds otherwise sensible adults becoming pop-up quant traders, building models in spreadsheets, consulting mascots as if they were macro indicators, and asking chatbots to pick between a 12-seed and […] The post March Madness 2026: AI and Prediction Markets Replace the Office Pool appeared first on PYMNTS.com.
07.03.2026 09:04 👍 0 🔁 0 💬 0 📌 0
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Use the Consultative Partnership Approach to Selling Services Three simple principles. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
07.03.2026 06:26 👍 0 🔁 0 💬 0 📌 0
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Cultivate Holistic Wealth with the SHiFT Framework The assets in your life fall into four categories. By Jackie Meyer The Balanced Millionaire: Advisor Edition Go PRO for members-only access to more Jackie Meyer.
07.03.2026 05:57 👍 0 🔁 0 💬 0 📌 0
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Doubling Up Leads to New Opportunities Tales of a first trainee. By Ed Mendlowitz Call Me Before You Do Anything: The Art of Accounting Go PRO for members-only access to more Edward Mendlowitz.
07.03.2026 05:38 👍 0 🔁 0 💬 0 📌 0
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The 7.6x Machine: How Grassroots Firms Are Taking Private Equity for a Ride Fewer than 200 investors triggered almost 900 acquisitions. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research.
07.03.2026 02:33 👍 0 🔁 0 💬 0 📌 0
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Use the Consultative Partnership Approach to Selling Services Three simple principles. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
07.03.2026 01:02 👍 0 🔁 0 💬 0 📌 0
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Unicorns and Funerals: From the Demise of Botkeeper to the Rise of Basis.ai How AI Accounting Went From Pioneering to Inevitable in 1 Month and 11 Years. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research.
06.03.2026 23:53 👍 0 🔁 0 💬 0 📌 0
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OpenAI Challenges Security Giants With New AI Agent OpenAI introduced an application security agent designed to build deep context about the user’s project to identify complex vulnerabilities and minimize false positives. The agent, Codex Security, is now in research preview, the company said in a Friday (March 6) blog post. It was formerly known as Aardvark when it was in private beta […] The post OpenAI Challenges Security Giants With New AI Agent appeared first on PYMNTS.com.
06.03.2026 23:01 👍 0 🔁 0 💬 0 📌 0
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CFOs See Month-End as the Front Line of Finance Automation The month-end close remains one of the most labor-intensive processes in finance. It is the ritual sprint that follows every reporting period. Spreadsheets proliferate, data is pulled from multiple systems, discrepancies are chased down, and reconciliations stretch late into the night. Despite years of enterprise digitization, the close process has remained manual and left […] The post CFOs See Month-End as the Front Line of Finance Automation appeared first on PYMNTS.com.
06.03.2026 22:30 👍 0 🔁 0 💬 0 📌 0
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Economy unexpectedly sheds 92,000 jobs as war spurs inflation worries Shrinking payrolls prompted traders in interest rate futures to predict a faster pace of monetary policy easing.
06.03.2026 21:58 👍 0 🔁 0 💬 0 📌 0
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Seattle startup’s ex-CFO gets two years’ prison time for wire fraud Nevin Shetty, formerly of e-commerce firm Fabric, was accused of stealing $35 million from the company.
06.03.2026 21:49 👍 0 🔁 0 💬 0 📌 0
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IRS adds AI abuse, capital gains fraud to ‘dirty dozen’ tax scam list AI is not only being used to impersonate the IRS but also to gather taxpayer and corporate information, says Nina Tross of the National Society of Tax Professionals.
06.03.2026 21:31 👍 0 🔁 0 💬 0 📌 0
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Leadership Starts Earlier: Students Help Shape Accounting’s Future Center for Accounting Transformation expands Student Ambassador Program nationwide with nonprofit fiscal sponsorship. By Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation.
06.03.2026 19:51 👍 0 🔁 0 💬 0 📌 0
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States sue Trump in bid to halt 10% global tariff A lawsuit from a cohort of over 20 states argues the president overstepped his authority by failing to meet a never-before-used statute's requirements.
06.03.2026 17:51 👍 0 🔁 0 💬 0 📌 0
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All Ages Can Benefit from Trust and Estate Planning Advances in online planning tools make it easier and more affordable. By Cody Barbo The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry.
06.03.2026 17:50 👍 0 🔁 0 💬 0 📌 0
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Carr Riggs & Ingram Adds CFO Hub to Expand Fractional CFO Services Enterprise, Ala.-based IPA 100 firm Carr Riggs & Ingram LLC (CRI)  (FY24 net revenue of $506.45 million) has announced that CFO Hub LLC, a San Diego-based provider of fractional CFO and financial advisory services, has joined the CRI Family of Companies. The combined organization will operate under the name CRI CFO Hub. Founded by Jack Perkins […] The post Carr Riggs & Ingram Adds CFO Hub to Expand Fractional CFO Services appeared first on Inside Public Accounting.
06.03.2026 17:47 👍 0 🔁 0 💬 0 📌 0
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Carr Riggs & Ingram Adds CFO Hub to Expand Fractional CFO Services Enterprise, Ala.-based IPA 100 firm Carr Riggs & Ingram LLC (CRI)  (FY24 net revenue of $506.45 million) has announced that CFO Hub LLC, a San Diego-based provider of fractional CFO and financial advisory services, has joined the CRI Family of Companies. The combined organization will operate under the name CRI CFO Hub. Founded by Jack Perkins […] The post Carr Riggs & Ingram Adds CFO Hub to Expand Fractional CFO Services appeared first on Inside Public Accounting.
06.03.2026 17:24 👍 0 🔁 0 💬 0 📌 0
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RBG Announces Leadership Transitions as Firm Enters 110th Year Memphis, Tenn.-based firm Reynolds Bone & Griesbeck PLC (RBG) has announced several leadership transitions and appointments as the firm approaches its 110th anniversary. Carl J. “Skeet” Haag, retired as firm managing partner effective Dec. 31, 2025, after 44 years with the firm. Haag will remain involved as partner emeritus beginning Jan. 1, providing advisory support […] The post RBG Announces Leadership Transitions as Firm Enters 110th Year appeared first on Inside Public Accounting.
06.03.2026 17:20 👍 0 🔁 0 💬 0 📌 0
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RBG Announces Leadership Transitions as Firm Enters 110th Year Memphis, Tenn.-based firm Reynolds Bone & Griesbeck PLC (RBG) has announced several leadership transitions and appointments as the firm approaches its 110th anniversary. Carl J. “Skeet” Haag, retired as firm managing partner effective Dec. 31, 2025, after 44 years with the firm. Haag will remain involved as partner emeritus beginning Jan. 1, providing advisory support […] The post RBG Announces Leadership Transitions as Firm Enters 110th Year appeared first on Inside Public Accounting.
06.03.2026 17:20 👍 0 🔁 0 💬 0 📌 0
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eCommerce a Bright Spot Amid Overall Retail Sales Dip Consumer spending cooled slightly in January, although strong growth in digital retail channels suggests that the broader trajectory of household consumption remains intact. Advance estimates released Friday (March 6) by the U.S. Census Bureau showed that retail and food services sales totaled $733.5 billion in January, representing a 0.2% decline from December. Even with […] The post eCommerce a Bright Spot Amid Overall Retail Sales Dip appeared first on PYMNTS.com.
06.03.2026 17:11 👍 0 🔁 0 💬 0 📌 0
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Client Trust Begins with Onboarding How do you want this new relationship to begin? By Jody Grunden Building the Virtual CFO Firm in the Cloud Go PRO for members-only access to more Jody Grunden.
06.03.2026 17:06 👍 0 🔁 0 💬 0 📌 0
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All Ages Can Benefit from Trust and Estate Planning Advances in online planning tools make it easier and more affordable. By Cody Barbo The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry.
06.03.2026 17:02 👍 0 🔁 0 💬 0 📌 0
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CFOs remain skeptical of flashy SaaS marketing Super Bowl ads, billboards and conference spectacles may grab attention, but finance leaders say peer networks and ROI still drive their software-buying decisions.
06.03.2026 16:08 👍 0 🔁 0 💬 0 📌 0