CPA Trendlines

How to Survive Tax Season Without Burning Out Your Teams | It’s Not Just the Numbers

Penny Breslin — Fri, 02 Oct 2026 14:00:29 +0000

The expectation that tax preparation can happen instantly is creating real pressure.

It's Not Just the Numbers
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Who’s Qualified to Advise? | ARC

Center for Accounting Transformation — Thu, 01 Oct 2026 14:00:32 +0000

AI makes professional value harder to leave unexplained.

Accounting ARC
With Liz Mason, Donny Shimamoto, and Byron Patrick
Center for Accounting Transformation

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Why Audit Walkthroughs Break Down (and What It’s Really Costing You)

William Englehaupt — Wed, 30 Sep 2026 16:00:59 +0000

Why one of the most critical audit procedures quietly becomes one of the least effective

By William Englehaupt

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Your Website Makes Promises. Do You Deliver?

Martin Bissett — Wed, 30 Sep 2026 16:00:13 +0000

You only get one chance at that first impression.

By Martin Bissett
Business Development on a Budget

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Randy Crabtree: What if Vulnerability’s What Leaders Need Most? | MOVE Like This

Bonnie Buol Ruszczyk — Wed, 30 Sep 2026 14:00:14 +0000

When leaders admit they don’t have all the answers, they create room for others to contribute.

MOVE Like This
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How to Develop the Partners You Already Have

Dom Esposito — Tue, 29 Sep 2026 16:00:40 +0000

Six areas for evaluation.

By Domenick J. Esposito
8 Steps to Great

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Logan Graf: Build a Modern Accounting Business, Not a Job | The Disruptors

Liz Farr — Tue, 29 Sep 2026 15:12:54 +0000

"People don't want to work themselves to death for a third of the year."

The Disruptors
With Liz Farr
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Advisory Opportunities Emerge from Core CAS Offerings

Hitendra Patil — Mon, 28 Sep 2026 16:00:02 +0000

Think about where your insights originate.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

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Jaimie Nichols: She Left Firm Life. Two Years Later, She Works Less Than 20 Hours a Week. | Big 4 Transparency

Dominic Piscopo — Mon, 28 Sep 2026 14:00:51 +0000

"I make more money now, but more importantly, I'm not miserable."

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

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“Set It and Forget It” Is Not an AI Strategy | It’s Not Just the Numbers

Penny Breslin — Sun, 27 Sep 2026 14:00:56 +0000

Teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
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When the Profession Changes Faster than Your Plan | Accounting Voices

Rob Brown — Sat, 26 Sep 2026 14:00:47 +0000

Visibility, judgment, and career capital increasingly determine who remains relevant.

Accounting Voices
With Rob Brown

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Five Common Pitfalls and How to Overcome Them

Jackie Meyer — Fri, 25 Sep 2026 16:00:53 +0000

Transitioning isn’t always smooth sailing.

By Jackie Meyer

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Kassi Rushing: Firms that Move First Shape the Future | Gear Up for Growth

Jean Marie Caragher — Fri, 25 Sep 2026 14:00:35 +0000

AI, talent development, pricing, & advisory services demand action now — even if leaders don't have all the answers.

Gear Up for Growth
with Jean Caragher

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Rule #1 of Scoping for Alignment

Jody Padar — Thu, 24 Sep 2026 16:00:34 +0000

Plus three more basic steps.

By Jody Padar
Radical Pricing – By The Radical CPA

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Stop Waiting for the Perfect Time to Get Involved | ARC

Center for Accounting Transformation — Thu, 24 Sep 2026 14:10:29 +0000

Even a small volunteer commitment can deliver lasting professional and personal returns.

Accounting ARC
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation

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Twelve Firm Idiosyncracies to Beware in M&A

Marc Rosenberg — Wed, 23 Sep 2026 16:00:20 +0000

Plus 13 ways to screw up a merger.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

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Blake Christian: Why You Should Pay Attention to OZ 2.0 | Holistic Guide

Rory Henry — Wed, 23 Sep 2026 14:00:26 +0000

Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.

The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™

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Is HR Ready for Your Firm to Grow?

Dom Esposito — Tue, 22 Sep 2026 16:00:01 +0000

Your efforts have implications. Don’t assume everyone is as prepared as you are.

By Domenick J. Esposito
8 Steps to Great

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Rachel Anevski: Next Leaders Won’t Develop by Accident | The Disruptors

Liz Farr — Tue, 22 Sep 2026 14:00:03 +0000

Replace informal succession practices with trained mentors and measurable opportunities for growth.

The Disruptors
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Win at M&A Without Overpaying

Ira Rosenbloom — Mon, 21 Sep 2026 16:00:48 +0000

Seven tips for being a strong acquirer.

By Ira Rosenbloom

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Michael Hoover: Growth Without Discipline Comes at a Cost | Big 4 Transparency

Dominic Piscopo — Mon, 21 Sep 2026 14:58:38 +0000

Disciplined choices, talent investment, and cultural alignment matter more than chasing every opportunity.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

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Major Changes Are Coming. Now What? | Accounting Voices

Rob Brown — Sat, 19 Sep 2026 14:00:22 +0000

Protect your credibility and career options by responding with calm, connection, and purpose.

Accounting Voices
With Rob Brown

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Will Your Success Be Incremental or Exceptional?

Anthony Zecca — Fri, 18 Sep 2026 16:00:19 +0000

Eight forces that have altered the future of accounting firms.

By Anthony Zecca
Leading from the Edge

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Calvin Harris: The Future of Accounting Belongs to Those Willing to Rethink Everything | Gear Up for Growth

Jean Marie Caragher — Fri, 18 Sep 2026 14:00:28 +0000

Intentionally design teams around technology, outsourcing, and evolving organizational structures.

Gear Up for Growth
with Jean Caragher

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How to Get Organization Minutes in Order

Edward Mendlowitz — Thu, 17 Sep 2026 16:00:28 +0000

A 34-point checklist.

By Ed Mendlowitz
77 Ways to Wow! The Checklist Handbook for Advisory Services.

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Tony Wilson: Career Options CPAs May Be Overlooking | Accounting Conversations

Center for Accounting Transformation — Thu, 17 Sep 2026 14:00:55 +0000

Extraordinary opportunities lie ahead for those who combine accounting knowledge with curiosity, judgment, and business insight.

Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation

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The Post-Audit Debrief Most Teams Get Wrong

William Englehaupt — Wed, 16 Sep 2026 16:00:50 +0000

The Post-Audit Debrief Most Teams Get Wrong

By William Englehaupt

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Shut Down the Scarcity Mentality

Martin Bissett — Wed, 16 Sep 2026 16:00:10 +0000

Reconsider your prices. Here are 10 questions to help.

By Martin Bissett
Business Development On a Budget

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Donny Shimamoto: Build Careers That Bend, Not Break | MOVE Like This

Bonnie Buol Ruszczyk — Wed, 16 Sep 2026 14:00:10 +0000

Flexible systems help accounting professionals remain, contribute, and advance when life’s responsibilities change.

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Emerging Trends Are Reshaping Advisory-CAS

Hitendra Patil — Tue, 15 Sep 2026 16:00:05 +0000

Don’t just buy technology; strategically activate it.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

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Kenji Kuramoto: When AI Does the Work, What Are Firms Selling? | The Disruptors

Liz Farr — Tue, 15 Sep 2026 14:00:28 +0000

As agents take over multistep accounting tasks, the billable hour faces an increasingly uncertain future.

The Disruptors
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For CPA Trendlines

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Three Tools to Keep Your Strategy on Track

Dom Esposito — Mon, 14 Sep 2026 16:00:08 +0000

Accountability is key.

By Domenick J. Esposito
8 Steps to Great

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Jason Ackerman: Roth Mistakes That Cost Clients the Most | The Concierge CPA

Jackie Meyer — Mon, 14 Sep 2026 15:54:32 +0000

Existing IRA balances and Form 8606 can make or break the strategy.

The Concierge CPA
With Jackie Meyer
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Help Clients Envision Their Future Selves

Rory Henry — Fri, 11 Sep 2026 16:00:51 +0000

Ask the “best hopes” question.

By Rory Henry
The Holistic Guide to Wealth Management

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Your Balanced Millionaire Journey Begins Now

Jackie Meyer — Fri, 11 Sep 2026 16:00:10 +0000

How to bring it all together.

By Jackie Meyer

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Make Your KPIs More Meaningful

Jody Padar — Thu, 10 Sep 2026 16:00:24 +0000

What are employees working toward? They need to know.

By Jody Padar
Radical Pricing – By The Radical CPA

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Your AI Agent Should Show Its Work | ARC

Center for Accounting Transformation — Thu, 10 Sep 2026 14:00:50 +0000

We need systems that operate within clear boundaries and produce conclusions humans can verify.

Accounting ARC
With Donny Shimamoto, Liz Mason, and Byron Patrick
Center for Accounting Transformation

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One K-1 Package. Twelve Hundred Pages. Now What?

Seth Fineberg — Thu, 10 Sep 2026 11:15:08 +0000

K1x is betting $175 million that AI can bring order to one of tax’s most stubborn bottlenecks.

By Seth Fineberg
For CPA Trendlines

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New Guide Shows How Firms Build New Sales Tax Service Lines

CPA Trendlines Research — Thu, 10 Sep 2026 08:00:11 +0000

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.

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Fourteen Merger Musts to Settle

Marc Rosenberg — Wed, 09 Sep 2026 16:00:36 +0000

It will be several months well spent.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide