How Culture and Innovation Drive Growth in Independent CPA Firms, with Sara Dayton and Stephanie Wilkinson

April 10, 2026

How does Lumsden McCormick navigate the unique landscape of the accounting industry in 2026? Managing partner Sara Dayton, CPA and COO Stephanie Wilkinson SHRM-CP, SPHR, PAFM joined David Kells from Whitman Advisory on The Independent CPA Firm Podcast to share how firm culture and growth strategies have shaped the firm into an open and collaborative environment.

Listen the full conversation here.

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Christine Proulx Grzyb

MBA

Marketing Manager

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Can a Reverse Sales and Use Tax Audit Benefit Your Manufacturing Company?

Posted by Jonathan Roller

Manufacturers often focus on reducing production costs and improving operational efficiency, but many overlook potential tax savings that may be hidden in their purchase records. To help ensure that your manufacturing business is taking advantage of all available exemptions to enhance your cash flow, consider conducting a reverse sales and use tax audit. Open the Books […]

How to Strengthen Your Nonprofit’s Cash Flow

Posted by Sarah Hopkins

Many nonprofits experience financial challenges. Even organizations with healthy fundraising can face cash shortages if money isn’t arriving when it’s needed. Whatever your organization’s situation, better cash flow management can enhance your financial stability. Start With Visibility While financial statements — such as statements of activities and financial position — are important snapshots of a […]

California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027

Posted by Mark Stack

Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]

CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing

Posted by Alexander Intihar

U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).