NEWS

Free Speech Is a Right; Respect Is a Responsibility | ARC

By

Timing, venue, and state law shape what you say—and what it costs.

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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

This conversation focuses on practice, not politics. 

Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. In a new episode of Accounting ARC, hosts Liz Mason, CPA, CEO of High Rock Accounting; Byron Patrick, CPA.CITP, CGMA, CEO of VERIFYiQ and co-founder of TB Academy; and Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies and the Center for Accounting Transformation, outline practical guardrails for speech that keep trust at the center. 

RELATED ARC: Talk Politics Professionally | Cancel Culture or Curious Culture? You Choose (Assumed Discrimination) | What Happens in Vegas…Gets Reported on a Tax Return (Working in “Sin” Industries) | Your Identity Is Not a Liability (Pride Week) | Etienne: Decoupling DEIB – A Nuanced Approach |

MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

The conversation opens with a condemnation of political violence and a call for grace as individuals and firms process fast-moving events. From there, the hosts shift to the workplace: what employees say online and in public often follows them to the office, and leaders must navigate the implications for culture, clients, and brand. 

READ MORE →

Intuit Fires Back with Agentic AI after Xero Nabs Melio

By

In an escalating arms race, the general ledger is the new gateway to advisory.

Intuit’s Agentic AI team: CDO Srivastava, CTO Balazs, CEO Goodarzi

By Rick Telberg
CPA Trendlines Research
Cornerstone Report

Just a day or two after Xero shook the accounting world with its $3 billion acquisition of B2B payments platform Melio, Intuit is launching its strategic salvo: A new suite of generative AI agents built into QuickBooks.

SEE Xero Buys Melio for $3 Billion in Race for ‘The Active GL’ | MORE Tech and Fintech | MORE Artificial Intelligence | MORE Cornerstone Reports, in-depth data-driven analysis and commentary

The agents promise to automate payment reminders, reconcile bank transactions, forecast cash flow, and even draft client emails — all without human intervention.

The initiative is pivotal in the escalating arms race among accounting tech giants to dominate the general ledger. The general ledger is no longer just a recordkeeper in this rapidly transforming space. It’s becoming the operating system for every small business financial decision — and the battleground on which legacy players and startups are staking their futures.

READ MORE →

Trump Trial: A Case Study in Accounting?

By

Could some good accountants have spared the nation its hush money trauma?

By CPA Trendlines Research
Analysis and Commentary

The Donald Trump case involving hush money payments indeed centered around accounting practices and the legal implications of how these transactions were recorded. The payments in question, made to silence allegations of extramarital affairs, were scrutinized for potential violations of campaign finance laws and business records.

A CPA Trendlines analysis of generally accepted practices and the professional literature demonstrates the grave lapses that led to felony convictions and the essential role good accountants and honest accounting must play in the executive suite.

The lessons – and risks – for accountants are painfully clear.

READ MORE →