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Actionable intelligence for the #tax, #accounting, and #finance community. cpatrendlines.com

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Five Steps to More Clients Warning: Skipping ahead is costly. By Sandi Leyva The Accountant’s Accelerator Go PRO for members-only access to more Sandi Smith Leyva.
06.11.2025 01:03 — 👍 0    🔁 0    💬 0    📌 0
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Employers weigh rising GLP-1 cost pressures This year 43% of large employers biggest plans covered drugs like Ozempic for weight loss, up from 28% last year according to a Peterson-KFF report.
05.11.2025 21:39 — 👍 0    🔁 0    💬 0    📌 0
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‘Dirty little secret:’ many anti-fraud apps fall short, SentiLink CEO says Companies lost an average of almost $500,000 last year for every deepfake-related incident, according to one estimate.
05.11.2025 21:34 — 👍 0    🔁 0    💬 0    📌 0
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Cybersecurity Firm Armis Raises $435 Million in Pre-IPO Funding Round Cybersecurity firm Armis raised $435 million in a pre-initial public offering funding round that valued the company at $6.1 billion. The company will use the new funding to fuel a three-year plan that includes reaching $1 billion in annual recurring revenue and preparing for an IPO, it said in a Wednesday (Nov. 5) press […] The post Cybersecurity Firm Armis Raises $435 Million in Pre-IPO Funding Round appeared first on PYMNTS.com.
05.11.2025 21:21 — 👍 0    🔁 0    💬 0    📌 0
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Southwest Gas CFO exits, ‘strong bench’ to handle duties The Las Vegas-based natural gas company launched a search for a new finance chief but did not name an interim CFO.
05.11.2025 20:18 — 👍 0    🔁 0    💬 0    📌 0
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Billd Raises $7.3 Million for Capital Solutions for Subcontractors Billd raised $7.3 million in strategic funding to accelerate the addition of more capital solutions to its financial solutions for commercial subcontractors. One of the solutions the company has launched is an early pay program called Predictable Pay that gives subcontractors access to faster, more predictable pay, the company said in a Wednesday (Nov. […] The post Billd Raises $7.3 Million for Capital Solutions for Subcontractors appeared first on PYMNTS.com.
05.11.2025 20:05 — 👍 0    🔁 0    💬 0    📌 0
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Meta Investors ‘Losing Patience’ With AI Spending Meta’s artificial intelligence spending is giving investors unwelcome flashbacks to 2022, Bloomberg reported Wednesday (Nov. 5). The tech giant’s AI efforts are reminiscent of the spending on the metaverse that sent the company’s shares tumbling, the report said. Meta’s earnings from last week exceeded expectations, but investors were more interested in capital expenditures, which […] The post Meta Investors ‘Losing Patience’ With AI Spending appeared first on PYMNTS.com.
05.11.2025 17:09 — 👍 0    🔁 0    💬 0    📌 0
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The Twelve Fundamentals of Planning When did you last think about your business? By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila.
05.11.2025 17:06 — 👍 0    🔁 0    💬 0    📌 0
Four Ways That Scoping Helps with Pricing It’s a learning process that benefits both you and the client. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar.
05.11.2025 17:02 — 👍 0    🔁 0    💬 0    📌 0
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Deter Fraud with Forensic Techniques BONUS: 11 services that create a “control culture.” By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz.
05.11.2025 16:57 — 👍 0    🔁 0    💬 0    📌 0
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United Airlines Integrates Lyft Into Loyalty Program United Airlines has integrated Lyft into its loyalty program, and the companies have begun rolling out new ways for travelers to earn and use their rewards. In the first offer made available by this collaboration, Lyft riders in the United States who are also members of United’s loyalty program, MileagePlus, can earn airline miles […] The post United Airlines Integrates Lyft Into Loyalty Program appeared first on PYMNTS.com.
05.11.2025 16:37 — 👍 0    🔁 0    💬 0    📌 0
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Managing cost per employee during labor market shifts: Metric of the Month A practical approach to managing personnel costs can create a more resilient finance function.
05.11.2025 15:30 — 👍 0    🔁 0    💬 0    📌 0
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October earnings update: Amazon, Fiserv, Eli Lilly, Reddit, Tesla and more Heineken’s Harold van den Broek said beer demand remains soft, Tesla’s Vaibhav Taneja flagged tariff drag, Brian Dykes talked UPS’ liquidity and Lucas Montarce lifted Eli Lilly’s outlook.
05.11.2025 15:25 — 👍 0    🔁 0    💬 0    📌 0
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Bonus Depreciation Is Back | Quick Tax Tip Key changes to Sections 168 and 179 offer fresh opportunities for strategic deductions. Quick Tax Tip With Art Werner Go PRO for members-only access to more Art Werner.
05.11.2025 15:05 — 👍 0    🔁 0    💬 0    📌 0
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The Labor Economy Becomes the Innovation Economy My hometown of Baltimore was the first city to install gas street lights in 1816 in an effort to curb crime. More cities quickly followed suit.  By the turn of the century, every evening at dusk, lamplighters walked the streets with their ladders and torches, igniting gas lamps one by one. Twenty years later, electric […] The post The Labor Economy Becomes the Innovation Economy appeared first on PYMNTS.com.
05.11.2025 12:05 — 👍 0    🔁 0    💬 0    📌 0
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Bissett Bullet: Push and Pull Today's Bissett Bullet: “Selling ‘pushes’ something to a prospective client. Attracting them to buy ‘pulls’ them toward your value.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett.
05.11.2025 11:56 — 👍 0    🔁 0    💬 0    📌 0
How Accountability Drives Firm Success Four challenges to address. By Anthony Zecca Leading From the Edge Go PRO for members-only access to more Anthony Zecca.
05.11.2025 11:32 — 👍 0    🔁 0    💬 0    📌 0
Ten Questions to Check Your Entrepreneurship 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.
05.11.2025 11:11 — 👍 0    🔁 0    💬 0    📌 0
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Don’t Get Fired by Your Own Automation | ARC “Waiting this one out is not an option. The rate of change is too fast.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation.
05.11.2025 08:08 — 👍 0    🔁 0    💬 0    📌 0
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Disruption Is the ‘New Norm’ for the Accounting Profession Three questions to ask. By Matt Rampe The Rosenberg Survey Go PRO for members-only access to more Matt Rampe.
05.11.2025 06:10 — 👍 0    🔁 0    💬 0    📌 0
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Weaver Adds Nicholas Markey as Partner to Lead Firm’s Boston Expansion Houston-based IPA 100 firm Weaver (FY25 net revenue of $383.4 million) has announced that Nicholas (Nick) Markey has joined the firm as a partner in its Audit — Financial Services practice and will lead the launch of its new Boston office. Located at 501 Boylston Street in the Back Bay area, the firm’s Boston office marks an important milestone in […] The post Weaver Adds Nicholas Markey as Partner to Lead Firm’s Boston Expansion appeared first on Inside Public Accounting.
05.11.2025 06:08 — 👍 0    🔁 0    💬 0    📌 0
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Citrin Cooperman Announces 2025 Partner Class New York-based IPA 100 firm Citrin Cooperman (FY24 net revenue of $871 million) announced its 2025 partner class. “I’m incredibly proud of this outstanding group of leaders,” said Citrin Cooperman Advisors LLC CEO Alan Badey. “They exemplify what makes Citrin Cooperman a truly exceptional firm — a deep dedication to our people, unwavering focus on delivering value […] The post Citrin Cooperman Announces 2025 Partner Class appeared first on Inside Public Accounting.
05.11.2025 06:04 — 👍 0    🔁 0    💬 0    📌 0
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BiggsKofford Joins Ascend Ascend, a strategic partner for regional accounting and advisory firms backed by private equity firm Alpine Investors, announced the addition of Colorado Springs, Colo.-based BiggsKofford to its platform. BiggsKofford is a Colorado accounting firm, founded in 1982. With offices in Colorado Springs and Denver, the firm brings nine partners and over 40 staff to Ascend […] The post BiggsKofford Joins Ascend appeared first on Inside Public Accounting.
05.11.2025 05:59 — 👍 0    🔁 0    💬 0    📌 0
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Financial Planning Makes Sense for CPAs Technology and AI make it easier. By Blake Oliver The Holistic Guide to Wealth Management. Go PRO for members-only access to more Rory Henry.
05.11.2025 05:47 — 👍 0    🔁 0    💬 0    📌 0
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Shopify President: Agentic AI Drives 11x Spike in Orders Shopify put agentic artificial intelligence (AI) and the Prompt Economy™ at the center of its strategy on its Nov. 4 earnings call, arguing that it will reshape how consumers shop, and is already having an impact. “AI is not just a feature at Shopify. It is central to our engine that powers everything we […] The post Shopify President: Agentic AI Drives 11x Spike in Orders appeared first on PYMNTS.com.
05.11.2025 02:22 — 👍 0    🔁 0    💬 0    📌 0
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Tripadvisor to Merge 2 Businesses as Activist Investors Urge Sale The Tripadvisor Group reportedly plans to merge two of its three businesses, Tripadvisor and Viator, amid activist investors’ pressure to consider selling either the entire company or its other division, TheFork. The business combination will lead to “substantial” layoffs among its engineering staff, Seeking Alpha reported Tuesday (Nov. 4), citing a paywalled article by […] The post Tripadvisor to Merge 2 Businesses as Activist Investors Urge Sale appeared first on PYMNTS.com.
05.11.2025 00:43 — 👍 0    🔁 0    💬 0    📌 0
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CFOs find a surefire AI payoff in the mundane: the back office By using AI “you can actually either make it faster, make it more transparent or make it more automated,” Nomi Health Co-founder Boe Hartman said, referring to back-office tasks.
04.11.2025 22:10 — 👍 0    🔁 0    💬 0    📌 0
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ADM cuts guidance, awaits China trade deal ‘clarity’ The grain trader’s CFO said the “evolving trade landscape” affected Q3 demand for its key agriculture services and oilseeds business.
04.11.2025 22:06 — 👍 0    🔁 0    💬 0    📌 0
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Bread CFO eyes new verticals after credit rating upgrade The financial services company’s last quarter was a “validation” of its efforts to strengthen its balance sheet, CFO Perry Beberman said.
04.11.2025 22:01 — 👍 0    🔁 0    💬 0    📌 0
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Windes Names Chase McClung as Leader of Transaction Advisory Services Long Beach, Calif.-based IPA 200 firm Windes (FY24 net revenue of $56.4 million) announced that Chase McClung, Audit & Assurance Services partner, has been appointed to lead the firm’s Transaction Advisory Services practice. The practice represents a holistic approach to helping business owners and executives grow, transition, and preserve value through every stage of their business and personal […] The post Windes Names Chase McClung as Leader of Transaction Advisory Services appeared first on Inside Public Accounting.
04.11.2025 21:02 — 👍 0    🔁 0    💬 0    📌 0

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