Today's Features
CHARTS & GRAPHS

CPA PE Deal Tracker™: 10 Years, 466 Deals

Deal Log, Analysis & Leaderboards – Monthly through May 2026

Where the Deals Are: Top Ten U.S. States

California leads with 47 deals over the last 10 years, followed by New York with 43, and Texas with 31. (CPA Trendlines)

By CPA Trendlines Research

Private equity is buying accounting firms faster than the profession can name the buyers.

MORE CPA PE Deal Tracker™: 57% Say PE Threatens the CPA Brand. But They’ll Take the Money.

MORE Private Equity

The CPA Trendlines CPA PE Deal Tracker™ now counts 466 verified deals reaching back to 2016, and the shape of that market is no longer a story about scattered tuck-ins. It is a story about concentration.

READ MORE →

PODCAST

Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors

When leaders neglect to delegate, chaos reigns.

Preview Sponsored by True Advisor: Buy now | Learn more

True Advisor: Buy now | Learn more

The Disrupters
With Liz Farr
For CPA Trendlines

Chase Damiano, founder of Human at Scale, says that operations are the missing piece for many firms. “It’s sort of this bridge or glue that allows a business and a team to function well together,” he says. “I see it as the intersection of people and process and technology and culture.” What that looks like in practice, he said, is a firm where the team is happy, clients are satisfied, work is delivered on time and at high quality, and the owner has the freedom to focus on strategy and growth and has the time to spend on non-work things like family.   

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

MORE CPA Trendlines Streaming Network

While many consulting firms “might just drop in the deliverables and then leave it up to the team to integrate that on their own,” Human at Scale has a different approach. “We actually embed within the accounting firm, we implement, and we execute alongside of the CEO and their team,” Damiano explains.   READ MORE →

PERSONAL FINANCIAL PLANNING

Art Werner: Intro to Trump Accounts | Quick Tax Tip

Trump Accounts provide new opportunities for families, employees and closely held businesses.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer

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

Quick Tax Tip
With Art Werner
CPE Today

True Advisor: Buy now | Learn more

Tax expert Art Werner is launching a series of tax tip videos focused on Trump accounts.

MORE Art Werner | MORE CPA Trendlines Streaming Network

In the series, he provides a comprehensive overview of how these accounts work, how they compare to other investment options, the tax advantages they offer, potential issues practitioners should be aware of, and related fringe-benefit opportunities.

The goal is to help advisors become knowledgeable enough to confidently guide clients and evaluate whether Trump accounts may be a beneficial planning opportunity.

READ MORE →

MARKETING & SALES

Ten Tax Issues That Add New Revenue

Plus four “how much” questions you can put numbers to.

By Ed Mendlowitz
How to Build a Stronger Tax Practice

As you see each tax prep client you should keep a list of additional services you can offer them. Also, continue this list when you review each return.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

I prepare a list of follow-up items during a tax season on my Microsoft Outlook task list. These items are entered as the issue or idea arises. It is simple, quick and very satisfying. The next job will be to make the time to follow up with the client, and do your “good deed.”
READ MORE →