CPA Trendlines
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Brenda Cannon: Busy Season is Self-Inflicted | The Disruptors
Exhaustion, chaos, and missed lives are the result of design choices—not destiny. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr.
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about 2 hours ago
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Saks Considers Chapter 11 Bankruptcy as $100M Debt Payment Comes Due
Saks Global is considering bankruptcy while facing a $100 million-plus debt payment, Bloomberg reported Monday (Dec. 22). The luxury retail group is also mulling other ways to boost liquidity, such as raising emergency funding or selling off assets, according to the report, which cited unnamed sources. At the same time, some Saks lenders have […] The post Saks Considers Chapter 11 Bankruptcy as $100M Debt Payment Comes Due appeared first on PYMNTS.com.
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about 2 hours ago
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Companies continue to ratchet up business travel activity
Third-quarter data shows a 20% gain in travel and expense volume and spending compared to Q3 2024.
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about 2 hours ago
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10 buzzwords defining trends finance teams faced in 2025
From workslop and microshifting to conscious unbossing, the language of work this year reflected complicated operational and talent risks for CFOs.
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about 3 hours ago
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Cross-Sell and Upsell to Earn More Business
It’s easier and quicker to sell to existing clients than to new ones. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
http://dlvr.it/TPzCrp
about 4 hours ago
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Five Simple Controls to Prevent Fraud
Strengthen your processes and your deterrence. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz.
http://dlvr.it/TPz7CQ
about 5 hours ago
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The Three-Step Formula for Setting Your Monthly Fee
How to create price packages. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar.
http://dlvr.it/TPz6x4
about 5 hours ago
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The Four Steps of the Personal Marketing Process
Remember we’re in a service business. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
http://dlvr.it/TPz6gG
about 6 hours ago
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Rob Brown: Your Employer Brand is Talking Even if You Aren’t | MOVE Like This
Real employee stories, not polished slogans, are winning the war for talent. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Go PRO for members-only access to more Bonnie Buol Ruszczyk.
http://dlvr.it/TPz2G5
about 7 hours ago
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Generative AI Forces Copyright and Antitrust to Collide
Watch more: TechReg Talks: Penn State’s Daryl Lim Copyright and antitrust have long operated in parallel, rarely intersecting in meaningful ways. Copyright law governs incentives for creativity and authorship. Antitrust law focuses on market power and exclusionary conduct. For decades, the two doctrines largely stayed in their own lanes. Generative artificial intelligence is changing […] The post Generative AI Forces Copyright and Antitrust to Collide appeared first on PYMNTS.com.
http://dlvr.it/TPz1zp
about 8 hours ago
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The Four Steps of the Personal Marketing Process
Remember we’re in a service business. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
http://dlvr.it/TPyvFm
about 11 hours ago
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The Dark Side of AI No Firm Can Ignore | Accounting Voices
Trust remains the profession’s currency, even in an automated future. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown.
http://dlvr.it/TPys3l
about 13 hours ago
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Investors Bet on AI to Streamline Enterprise Operations
Venture capitalists poured hundreds of millions of dollars into business efficiency tools in mid-December, leading large funding rounds for startups promising to untangle corporate operations. Companies like Cyera, Tebra, Mythic and more secured capital to deploy platforms that centralize fragmented data and reduce administrative overhead across regulated industries. Securing and Organizing Enterprise Information Cyera […] The post Investors Bet on AI to Streamline Enterprise Operations appeared first on PYMNTS.com.
http://dlvr.it/TPyjlY
about 19 hours ago
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Pickle Robot taps Tesla alum for CFO
The finance chief appointment dovetails with a hiring push by the AI robotics company as it looks to accelerate growth amid a surge in customer demand.
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about 19 hours ago
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Accounting orgs to Education Department: We are a ‘profession’
The proposal to exclude accounting graduate programs from being classified as professional would cap students’ federal loan limits, according to the DOE.
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about 19 hours ago
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Monzo Set to Expand to Ireland After Securing Full European Banking License
Digital bank Monzo is set to expand to Ireland and other European markets after securing a full banking license from the European Central Bank and the Central Bank of Ireland. Monzo will first expand into Ireland, with its European headquarters and a team located in Dublin, the company said in a Wednesday (Dec. 17) […] The post Monzo Set to Expand to Ireland After Securing Full European Banking License appeared first on PYMNTS.com.
http://dlvr.it/TPyh7g
about 19 hours ago
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Cross-Sell and Upsell to Earn More Business
It’s easier and quicker to sell to existing clients than to new ones. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
http://dlvr.it/TPygjy
about 20 hours ago
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Instacart Ends Price Testing Following Consumer Reports Study
Instacart is suspending its price testing practice on its grocery delivery platform, according to a Monday (Dec. 22) company blog post. The announcement followed the Dec. 9 publication of an investigation by Consumer Reports in partnership with advocacy groups Groundwork Collaborative and More Perfect Union into Instacart’s pricing practices. While Instacart said in the […] The post Instacart Ends Price Testing Following Consumer Reports Study appeared first on PYMNTS.com.
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about 20 hours ago
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The IRS Issues Relief for Farmland Sales Under New Section 1062
The IRS issued Notice 2026-3 on December 22nd, waiving estimated tax penalties that would have forced farmland sellers to pay most of their tax liability upfront despite Section 1062's new four-year installment payment option.
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about 20 hours ago
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CFPB Says Earned Wage Access Products are Not Credit
The Consumer Financial Protection Bureau (CFPB) said Monday (Dec. 22) that certain earned wage access (EWA) products are not credit and are not covered by Regulation Z of the Truth in Lending Act. The regulator said this in an advisory opinion that was filed with the Federal Register on Monday and is set to be published there on Tuesday (Dec. 23). It […] The post CFPB Says Earned Wage Access Products are Not Credit appeared first on PYMNTS.com.
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about 20 hours ago
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Focus on Working Capital
Show clients issues and opportunities in the current process. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito.
http://dlvr.it/TPybjq
about 21 hours ago
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Pandora Embraces AI Agents, Welcomes New CEO Berta de Pablos-Barbier
Jewelry retailer Pandora is seeing the benefits of agentic artificial intelligence amid a leadership change. The company’s AI agent, Clara, now resolves roughly 60% of customer service inquiries, Glossy reported Monday (Dec. 22). It also helped drive a 10% increase in the company’s net promoter score, which gauges how likely customers are to recommend […] The post Pandora Embraces AI Agents, Welcomes New CEO Berta de Pablos-Barbier appeared first on PYMNTS.com.
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about 22 hours ago
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Senate bill would allow suits against AI firms over unauthorized data use
Sen. Marsha Blackburn says she plans to formally introduce the bill in the new year to codify President Trump’s push for “one federal rule book” for AI.
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about 22 hours ago
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First Abu Dhabi Bank Launches Mastercard’s Virtual Card Number Solution in UAE
First Abu Dhabi Bank (FAB) has launched Mastercard‘s mobile-first virtual card number (VCN) solution for businesses in the United Arab Emirates (UAE). The VCN platform enables enterprises and government entities to issue and manage virtual corporate cards and integrate them into mobile wallets, Mastercard said in a Monday (Dec. 22) press release. The platform allows organizations to generate virtual cards in […] The post First Abu Dhabi Bank Launches Mastercard’s Virtual Card Number Solution in UAE appeared first on PYMNTS.com.
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about 23 hours ago
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How to Review Tax Returns: Updated & Expanded. Completely Updated 3rd Edition. By Edward Mendlowitz, CPA, ABV, PFS, and Andrew D. Mendlowitz. The original best-selling No-Hassle Super-Simplified Seven-Step Tax Return Review System is now bigger and better.
#CPA
#Accounting
#TaxSeason
#TaxReturns
1 day ago
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Aleksander Dyo: It’s Not a Loophole; It’s a Missed Opportunity | The Concierge CPA
Charitable gift financing has been IRS-validated for decades, yet many still avoid it. The Concierge CPA With Jackie Meyer For CPA Trendlines Go PRO for members-only access to more Jackie Meyer.
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1 day ago
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The forces shaping M&A in 2026
Firms that combine strategic agility with intelligent operations will redefine how value is captured in the next era of M&A.
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1 day ago
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How Bevi’s CFO turned the tap on $100M of annual revenue
Wajeeha Ahmed, the water dispenser maker’s first finance chief, says that sharing financial performance with employees helps drive impact.
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1 day ago
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Retailers Elevate Embedded Finance as Risk and Complexity Rise
Retailers are moving quickly to tighten control over how consumers pay, as new PYMNTS Intelligence data shows embedded finance shifting from a background capability to a frontline business priority. According to “Retailers Expand Embedded Finance to Unlock Control and Customization,” a November 2025 PYMNTS Intelligence report produced in collaboration with Marqeta, nearly 3 in 4 […] The post Retailers Elevate Embedded Finance as Risk and Complexity Rise appeared first on PYMNTS.com.
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1 day ago
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Five Simple Controls to Prevent Fraud
Strengthen your processes and your deterrence. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz.
http://dlvr.it/TPy9pR
1 day ago
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Tech, Talent, Advisory Will Fuel Growth
Accounting firms are finding themselves in one of two camps. By Scott Moore The Rosenberg Survey Go PRO for members-only access to more CPA Trendlines Research.
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1 day ago
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Eight Questions for Assessing Merger Compatibility
Plus 23 issues to negotiate. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg.
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1 day ago
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It’s Not Selling, It’s Service
Have you thought about what you’re building? By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett.
http://dlvr.it/TPy8RR
1 day ago
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Ashley Carroll: When One Person Can Break the Firm | The Disruptors
Firms built on heroics instead of systems eventually crack. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr.
http://dlvr.it/TPy4Hh
1 day ago
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Citi Pushes Treasury Beyond the Banker’s Hours
Liquidity decisions for multinational enterprises have always been defined by timing. Treasury teams watch cutoff times, forecast balances and pre-fund accounts before weekends or bank holidays. Stephen Randall, global head of Liquidity Management Services at Citi, told PYMNTS in a recent interview that those days are ending as enterprise payment expectations shift to real […] The post Citi Pushes Treasury Beyond the Banker’s Hours appeared first on PYMNTS.com.
http://dlvr.it/TPy3zw
1 day ago
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Visa Maps a Path to Agentic Commerce That Feels Familiar — and Safe
Watch more: Monday Conversation: Visa’s Rubail Birwadker A digital assistant can already do a lot of the work that once belonged to people. It can search for products, compare suppliers, book travel and draft invoices in seconds. But the moment that assistant is allowed to complete a purchase, something fundamental changes. That step from […] The post Visa Maps a Path to Agentic Commerce That Feels Familiar — and Safe appeared first on PYMNTS.com.
http://dlvr.it/TPy3zG
1 day ago
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The New Embedded Finance Playbook: Buy, Integrate, Scale
The biggest change in payments and commerce over the past five years has been the speed at which technology moves, and the speed at which it’s being adopted. As artificial intelligence (AI), real-time payments, and global commerce converge, financial functionality will become even more deeply woven into digital experiences. Complexity will increase, not decrease. […] The post The New Embedded Finance Playbook: Buy, Integrate, Scale appeared first on PYMNTS.com.
http://dlvr.it/TPy3kF
1 day ago
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Does AI Belong in Tax Practice?
Burnett Says Maybe — If You Know the Rules. By CPA Trendlines Research LIVE WEBINAR: Is AI Fit for Tax? with Bradley Burnet Mon, Dec. 29. Register | Learn more Go PRO for members-only access to more Bradley Burnett.
http://dlvr.it/TPy3hS
1 day ago
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Expertise Turns Suggestions into Decisions
The fourth requirement to make clients value your advice. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil.
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1 day ago
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It’s Not Selling, It’s Service
Have you thought about what you’re building? By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett.
http://dlvr.it/TPxwTs
1 day ago
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True Story: When the Feds Came Knocking
Three tech solutions for protecting client data. By Jody Grunden Building the Virtual CFO Firm in the Cloud Go PRO for members-only access to more Jody Grunden.
http://dlvr.it/TPxwKR
1 day ago
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Lou Grassi: “How the Hell Did This All Happen?” | Gear Up For Growth
Here's what it takes to grow a CPA firm from zero to the Top 100—without losing your soul. Gear Up for Growth With Jean Caragher For CPA Trendlines Go PRO for members-only access to more Jean Marie Caragher.
http://dlvr.it/TPxtTg
1 day ago
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PE, M&A Will Change Local Accounting Firms
Staff and partners are ready to move around. By Art Kuesel The Rosenberg Survey Go PRO for members-only access to more Art Kuesel.
http://dlvr.it/TPxgq6
2 days ago
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Five Areas to Make Inroads with WealthTech
It’s reshaping the future of holistic advice. By David Knoch and Ryan George The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry.
http://dlvr.it/TPxfst
2 days ago
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Grunt Work Is Dead | It’s Not Just the Numbers
...And accounting careers are better for it. 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.
http://dlvr.it/TPxXL3
2 days ago
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Make Distinctive Service a Process
What a client service plan can add. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito.
http://dlvr.it/TPxQD9
2 days ago
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2026 Outlook: Why Solo Firms, PE Giants, and the Middle Are Headed in Different Directions
A profession splitting in three. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research.
http://dlvr.it/TPxQ5d
2 days ago
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Carroll: When One Person Can Break the Firm | The Disruptors
Firms built on heroics instead of systems eventually crack. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr.
http://dlvr.it/TPxPNx
2 days ago
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Phil Whitman: The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management
Firms that prioritize, listen, and align position themselves for better long-term outcomes. Holistic Guide to Wealth Management By Rory Henry CFP®, BFA™ For CPA Trendlines Go PRO for members-only access to more Rory Henry.
http://dlvr.it/TPxMYK
2 days ago
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Ascend Expands West Coast Footprint with Sweeney Conrad in Seattle
Arlington, Va.-based Ascend, a private equity-backed platform for regional accounting and advisory firms, has announced that Kirkland, Wash.-based Sweeney Conrad has joined its platform, expanding Ascend’s presence in the Pacific Northwest. Founded in 1980, Sweeney Conrad is a full-service accounting and advisory firm that has been consistently recognized for firm culture and workplace excellence by Inside Public Accounting and other […] The post Ascend Expands West Coast Footprint with Sweeney Conrad in Seattle appeared first on Inside Public Accounting.
http://dlvr.it/TPxKsw
2 days ago
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