CPA Trendlines
Actionable Intelligence for the Tax, Accounting and Finance Community
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Latest posts
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Eighteen Questions for Merger Candidates
It’s time to get to know each other. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg .
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What Do You Have to Show for Implementing AI? | Accounting Voices
Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown .
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Entrepreneurship’s Biggest Enemies: Procrastination and Questioning Advice Before You’ve Tried It
Your biggest enemies: procrastination and questioning advice before you’ve even tried it. By Jackie Meyer Go PRO for members-only access to more Jackie Meyer .
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Would Your Controls Hold Up Under Pressure? | Transformation Trends
Strengthen cybersecurity by testing how approvals, access, and recovery plans work when routine business takes an unexpected turn. Transformation Trends By Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Donny Shimamoto .
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Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights
Context, verified sources, and human review remain essential as teams build AI tools. Innovation Insights With Donny Shimamoto and Liz Mason Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation .
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One Times Fees Is Only One Way to Acquire a Firm
Do the math. You might be surprised. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg .
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New Guide Shows How Firms Build New Sales Tax Service Lines
New CPA Trendlines / Avalara playbook shows accountants don't need to be SALT specialists before they can help. Download the guide: From Generalist to SALT-Savvy: How Accounting Practitioners Can Build Sales Tax Expertise That Wins Clients . Go PRO for members-only access to…
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Michael Annichine: Why Women’s Health Belongs in the Career Conversation | MOVE Like This
Are women’s own healthcare needs being heard? MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research Go PRO for members-only access to more Bonnie Buol Ruszczyk .
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On Hold with the IRS. On the Hook with Clients.
IRS shifts work to accountants with delays, dead phones, and employee departures. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research .
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The 85/15 Formula for Partner Pay
Five steps to implementing a plan. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito .
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Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors
Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door. The Disruptors With Liz Farr For CPA Trendlines Go PRO for members-only access to more Liz Farr .
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National Study Asks Accounting Professionals How Life Outside of Work Impacts Their Careers
Survey now open. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research .
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Staying Isn’t Advancing: 2026 Accounting MOVE Project Finds Caregiving Is Quietly Stalling Accounting Careers
MOVE’s new research examines caregiving’s impact on careers and leadership pipelines and recognizes the 2026 Best Firms for Women and Equity Leadership. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research .
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Holistic Financial Planning: A One-Two Punch of Value
A one-two punch of value. By Rory Henry The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry .
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Grant Thornton-CBIZ Deal: $43 Million in Golden Parachutes
Under CEO Grisko, stock ran from $10 to $88. But that was before Marcum. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research .
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John LaMancuso: K1x Bets $175 Million to Beat the K-1 Bottleneck
K1x is betting $175 million that AI can bring order to one of tax’s most stubborn bottlenecks. By Seth Fineberg For CPA Trendlines Go PRO for members-only access to more Seth Fineberg .
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How Your Skills as an Accountant May be Undermining Your Firm’s Future | Accounting Voices
Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown .
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42 Hot AI Firms Raise $1.23 Billion in New 2026 Funding
Wall Street places big money on both sides of the bet for and against accounting firms. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research .
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How to Create Standout Teams
How to overcome roadblocks. By Anthony Zecca Leading from the Edge Go PRO for members-only access to more Anthony Zecca .
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Jeane Hardy: Work You Don’t Track Could Be Holding You Back | It’s Not Just the Numbers
Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Go PRO for members-only access to more Penny Breslin .