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GRF CPAs & Advisors Marks 45th Anniversary Bethesda, Md.-based IPA Top 200 firm GRF CPAs & Advisors (FY25 net revenue of $53 million) is celebrating its 45th anniversary, marking more than four decades of service to clients and communities. Founded in 1981 through the merger of the practices of Michael C. Gelman and Jerrold Rosenberg, the firm expanded in 1988 with the […] The post GRF CPAs & Advisors Marks 45th Anniversary appeared first on Inside Public Accounting.
09.03.2026 18:45 👍 0 🔁 0 💬 0 📌 0
GRF CPAs & Advisors Marks 45th Anniversary Bethesda, Md.-based IPA Top 200 firm GRF CPAs & Advisors (FY25 net revenue of $53 million) is celebrating its 45th anniversary, marking more than four decades of service to clients and communities. Founded in 1981 through the merger of the practices of Michael C. Gelman and Jerrold Rosenberg, the firm expanded in 1988 with the […] The post GRF CPAs & Advisors Marks 45th Anniversary appeared first on Inside Public Accounting.
09.03.2026 18:41 👍 0 🔁 0 💬 0 📌 0
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Meaden & Moore Names Joseph Salata Director in Transaction Advisory Services Cleveland-based IPA Top 200 firm Meaden & Moore (FY25 net revenue of $53 million) has named Joseph Salata director in its transaction advisory services practice. Salata joins the firm with more than 12 years of experience in public accounting and transaction advisory, specializing in financial due diligence and deal advisory for private equity sponsors and […] The post Meaden & Moore Names Joseph Salata Director in Transaction Advisory Services appeared first on Inside Public Accounting.
09.03.2026 18:40 👍 0 🔁 0 💬 0 📌 0
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REDW Advisors & CPAs Appoints Wealth Practice Leader Phoenix-based IPA 100 firm REDW Advisors & CPAs (FY25 net revenue of $65 million) has appointed James R. Karberg as practice leader of REDW Wealth LLC, the firm’s SEC-registered investment advisory subsidiary. In the role, Karberg will guide the strategic direction, growth and client service model of the firm’s wealth management practice. He will also […] The post REDW Advisors & CPAs Appoints Wealth Practice Leader appeared first on Inside Public Accounting.
09.03.2026 18:31 👍 0 🔁 0 💬 0 📌 0
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AGN International Appoints Regional Director–Americas AGN International has appointed Christian Moises as regional director–Americas. Moises brings more than 20 years of marketing and communications experience working with associations and professional services organizations. In the role, he will support AGN’s regional and global priorities, focusing on membership development, strengthening member relationships and enhancing program delivery across the Americas. Moises focuses on […] The post AGN International Appoints Regional Director–Americas appeared first on Inside Public Accounting.
09.03.2026 18:27 👍 0 🔁 0 💬 0 📌 0
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Investors Bet on AI’s Operational Last Mile The new wave of artificial intelligence (AI) startups is beginning to look very different from the one that defined the past two years. Instead of racing to build larger, large-scale models, a growing group of companies is focusing on the systems required to make AI usable inside real organizations. This week’s funding announcements show […] The post Investors Bet on AI’s Operational Last Mile appeared first on PYMNTS.com.
09.03.2026 18:27 👍 0 🔁 0 💬 0 📌 0
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How Much Do Your Clients Need You? Three questions to ask. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz.
09.03.2026 17:29 👍 0 🔁 0 💬 0 📌 0
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Lyzr Valuation Jumps to $250 Million as Enterprises Deploy AI Agents Agentic artificial intelligence firm Lyzr was valued at $250 million in a Series A+ funding round, the company said in a Tuesday (March 3) post on LinkedIn. The company raised $14.5 million in the round, which was led by Accenture, Bloomberg News reported Monday (March 9). Lyzr said in its post that it is […] The post Lyzr Valuation Jumps to $250 Million as Enterprises Deploy AI Agents appeared first on PYMNTS.com.
09.03.2026 16:03 👍 0 🔁 0 💬 0 📌 0
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Exit Interview: Marriott CFO Leeny Oberg reflects on decades-long career In a one-on-one interview, Oberg shares lessons learned, the impacts of technology on travel and Marriott’s growth prospects as she passes the baton.
09.03.2026 16:03 👍 0 🔁 0 💬 0 📌 0
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Why Addressing Ineffective Partners Isn’t Optional How to handle a “soft landing.” By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito.
09.03.2026 16:02 👍 0 🔁 0 💬 0 📌 0
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First Brands’ ex-CFO pleads guilty to wire fraud Stephen Graham is now set to testify against the bankrupt auto supplier’s founder and his brother.
09.03.2026 15:09 👍 0 🔁 0 💬 0 📌 0
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Among sales account executives, the rich get richer Higher performers are scoring an even larger share of companies’ sales budgets.
09.03.2026 15:04 👍 0 🔁 0 💬 0 📌 0
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Block CFO interview highlights surge in profit per employee: Trial Balance Amrita Ahuja’s interview with Fortune highlights the rising importance of profit per employee metrics as companies evaluate workforce productivity in an age of automation.
09.03.2026 14:37 👍 0 🔁 0 💬 0 📌 0
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Vertical Ambitions: Specialization as a Growth Engine Private equity isn’t just building bigger accounting firms. It’s building narrower ones. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research.
09.03.2026 13:19 👍 0 🔁 0 💬 0 📌 0
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KAST Raises $80 Million to Expand Stablecoin Payment Platform Stablecoin payment platform KAST says it has raised $80 million in new funding. The company’s Series A round, announced Monday (March 9), will allow KAST to expand its product, designed to ease cross-border money movement for people and businesses. KAST said this new round of funding is happening as stablecoins are increasingly being employed as payment and settlement mechanisms. […] The post KAST Raises $80 Million to Expand Stablecoin Payment Platform appeared first on PYMNTS.com.
09.03.2026 12:27 👍 0 🔁 0 💬 0 📌 0
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How to Merge Two Solo Accountants A list of 21 issues to consider. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg.
09.03.2026 11:13 👍 0 🔁 0 💬 0 📌 0
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Knowledge Has More Value Than Hours The convergence of trends makes pricing changes imperative. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar.
09.03.2026 11:03 👍 0 🔁 0 💬 0 📌 0
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What It Takes to Make It to Partner Four responses from our expert council. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett.
09.03.2026 10:58 👍 0 🔁 0 💬 0 📌 0
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New general-purpose Amazon EC2 M8i and M8i-flex instances are now available M8i and M8i-flex instances are ideal for running general purpose workloads such as general web application servers, virtual desktops, batch processing, microservices, databases, and enterprise applications.
09.03.2026 09:01 👍 0 🔁 0 💬 0 📌 0
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You can automate work. You can’t automate accountability. AI is running your finances. Your oversight isn’t keeping up.
09.03.2026 09:01 👍 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.
09.03.2026 07:53 👍 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.
09.03.2026 05:07 👍 0 🔁 0 💬 0 📌 0
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What It Takes to Make It to Partner Four responses from our expert council. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett.
09.03.2026 05:04 👍 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.
09.03.2026 05:04 👍 0 🔁 0 💬 0 📌 0
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Tax Prep Payrolls Hit 4-Year High Even as DIY returns cut into pros' market share. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research.
09.03.2026 04:01 👍 0 🔁 0 💬 0 📌 0
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Polymarket and Kalshi Each Targeting $20 Billion Valuations Prediction markets Kalshi and Polymarket are reportedly in discussions with investors about raising funds. And both companies are targeting the same valuation of $20 billion, The Wall Street Journal (WSJ) reported Saturday (March 7), citing sources familiar with the matter.  These sources said both companies have each held talks with potential investors about funding […] The post Polymarket and Kalshi Each Targeting $20 Billion Valuations appeared first on PYMNTS.com.
09.03.2026 01:43 👍 0 🔁 0 💬 0 📌 0
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Malls Mount Comeback as Gen Z Retail Buying Hits 62% They may be digital natives, but members of Gen Z still love the mall. That’s according to a report Sunday (March 8) from The Wall Street Journal (WSJ), which says that younger consumers’ enthusiasm for brick-and-mortar retail has helped fuel a recent recovery in the American mall sector. Consumers aged 18 to 24 purchased […] The post Malls Mount Comeback as Gen Z Retail Buying Hits 62% appeared first on PYMNTS.com.
09.03.2026 00:45 👍 0 🔁 0 💬 0 📌 0
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With Apax Capital in Place, CohnReznick Starts Building a National Platform First rollup: Smith Schafer & Associates. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research.
08.03.2026 20:20 👍 0 🔁 0 💬 0 📌 0
Ira Rosenbloom: M&A Money's Easy - Culture Fit's Hard | The Disruptors - CPA Trendlines ACTIONABLE INTELLIGENCE FOR TAX, ACCOUNTING, AND FINANCIAL PROFESSIONALS

Now streaming at CPA Trendlines: Ira Rosenbloom: M&A Money’s Easy – Culture Fit’s Hard | The Disruptors..

08.03.2026 19:25 👍 0 🔁 0 💬 0 📌 0
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Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model. Big 4 Transparency With Dominic Piscopo, CPA Go PRO for members-only access to more Dominic Piscopo.
08.03.2026 19:20 👍 0 🔁 0 💬 0 📌 0