CPA Trendlines

How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck. Gear Up for Growth With Jean Caragher For CPA Trendlines “What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines.

Simone Christine Simone is the CEO & co-founder of Caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans. It’s a top expense and source of stress. By Christine Simone The Holistic Guide to Wealth Management Financial advisors are well suited to help clients with all the important decisions in their lives. But that doesn’t mean advisors always recognize the areas in which clients need the most help.

The myth vs. the reality. By Frank Stitely The Relentless CPA Let’s get one thing out of the way: Becoming an advisory firm is not a mindset shift. It’s not about “finding your why.” And no, it’s definitely not as simple as bundling your services and slapping a higher fee on them.

The profession’s fastest-growing opportunities help business owners make decisions—not just balance the books. Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer Accounting Conversations With Chayton Farlee Center for Accounting Transformation For many accounting students, the profession appears to offer two primary destinations: tax or audit. But what if that’s only part of the story?

Trump Accounts are for the benefit of children. Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer Quick Tax Tip With Art Werner CPE Today Trump accounts offer a rare chance for a government-funded head start on a tax-advantaged education account. “The federal government will actually infuse these accounts with $1,000,” says Art Werner. “It’s free money.

Deal Log, Analysis & Leaderboards – June-July 2026 Update California leads with 53 tracked U.S. deals, followed by New York with 38 and Texas with 32. (CPA Trendlines CPA PE Deal Tracker™) By CPA Trendlines Research The newest activity in the CPA PE Deal Tracker™ from CPA Trendlines shows a sharper split between plain add-on acquisitions and platform-control events.

New executives take the reins at CPA firms. New deals, new faces. Top row: Burger, Brady, Whitman. Bottom row: Cordero, O’Boyle, Garrambone, Comerford. By CPA Trendlines Research Jim Brady spent 45 years helping lead Deloitte and Grant Thornton. Dee Burger developed consulting and technology businesses at Capgemini and Insight Enterprises. Alan Whitman built Baker Tilly into one of the nation’s largest accounting firms.

Only 1 in 5 firms has an AI strategy, leaving most firms with varying degrees of chaos. Barely three years since ChatGPT launched, 98% of accountants are using AI regularly. 88% use it in client service. By CPA Trendlines Research With artificial intelligence now firmly embedded in the daily life of tax and accounting firms, the profession’s next test is whether practitioners can learn to run AI before AI outruns the practice.

The old answers to old problems don’t work anymore. This is a preview. PRO Members always get the full video, takeaways and transcript. Go PRO here. Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

It may create costly leadership gaps that affect engagement, retention, and firm performance. This is a preview.