RJI CPAs

Public company readiness is no longer just tied to IPOs or annual filings. It requires strong reporting, effective governance and the ability to respond quickly to increasing scrutiny.

From internal controls to cybersecurity and strategic planning, finance leaders need to be prepared before challenges arise. Our latest article explores five key areas organizations should prioritize now.

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Finance leaders are moving beyond experimenting with AI and starting to integrate it into everyday operations. The focus is shifting toward improving efficiency, streamlining workflows, and giving teams more time for strategic work and client service. For accounting and advisory firms, the conversation is becoming less about whether to use AI and more about how to use it effectively. RJI CPAs continues monitoring how these tools are shaping the future of finance.

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Tax planning decisions can have a significant impact on profitability, cash flow, and long-term business strategy. Many founders are taking a closer look at how entity structure, deductions, and planning opportunities affect overall financial performance as companies continue to grow. Proactive planning remains one of the most valuable tools for avoiding unnecessary tax exposure.

RJI CPAs helps clients evaluate tax strategies that support both operational goals and long-term growth.

5 Tax Strategies Smart Founders Use to Protect Their Profits From sales tax compliance to entity structure and year-end planning, these common tax mistakes can quietly drain profits and create costly problems for growing businesses.

Tax planning decisions can have a significant impact on profitability, cash flow, and long-term business strategy. Many founders are taking a closer look at how entity structure, deductions, and planning opportunities affect overall financial performance as companies continue to grow. Proactive planning remains one of the most valuable tools for avoiding unnecessary tax exposure.

RJI CPAs helps clients evaluate tax strategies that support both operational goals and long-term growth.

5 Tax Strategies Smart Founders Use to Protect Their Profits From sales tax compliance to entity structure and year-end planning, these common tax mistakes can quietly drain profits and create costly problems for growing businesses.

Finance teams are beginning to integrate AI agents directly into accounting, reporting, procurement, and forecasting workflows as adoption accelerates across the industry. Large organizations are testing how automation can support faster analysis, stronger controls, and more efficient finance operations under human oversight. The focus is shifting from experimentation to practical deployment inside day-to-day financial processes.

OpenAI, PwC partner to build AI agents for CFOs The ChatGPT developer’s finance organization is serving as “customer zero” for the initiative.

Finance teams continue investing in automation and AI, but many organizations are still facing challenges around data quality and reporting efficiency. Month-end close processes remain a major focus as companies work to improve visibility, accuracy, and decision-making speed. Strong financial operations depend on more than technology alone.

Data bottlenecks stall CFOs’ push for faster month-end close “Companies are investing in AI, but they're still not closing the books as fast as they would like,” said Aaryn Ross, a financial data analyst at LiveFlow.

New SEC reporting discussions are putting more focus on the cost and operational impact of quarterly filings. Finance leaders continue balancing transparency, efficiency, and reporting expectations as compliance requirements evolve. For companies navigating complex reporting environments, process and accuracy remain critical. RJI CPAs works with clients managing financial reporting and compliance across changing regulatory landscapes.

Semiannual reporting could cut costs by almost $200K: SEC The Securities and Exchange Commission has released more details about its plan to give companies the option of reporting financials semiannually instead of quarterly.

We’re proud to celebrate Diana Zambrano for attending last week’s CalCPA Women to Watch Awards, where she was recognized as a nominee for her leadership and innovation in the accounting profession.

Diana’s dedication to excellence, forward-thinking leadership, and commitment to driving innovation continue to make a meaningful impact at RJI and within the industry.

Congratulations, Diana, on this well-deserved recognition. We’re proud to have you on the RJI team.

New guidance on paid-in-kind dividends is adding clarity to how certain equity instruments should be measured and reported. For companies with complex capital structures, the details can have a meaningful impact on financial statements and disclosures. Staying ahead of these updates is key to avoiding reporting issues down the line. RJI CPAs helps clients interpret and apply evolving accounting standards with confidence.

FASB publishes guidance on paid-in-kind dividends FASB published an Accounting Standards Update that provides authoritative guidance on how an issuer should initially measure paid-in-kind dividends on equity-classified preferred stock.

Finance teams are increasing investment in AI, but the focus is shifting to ex*****on and scalability. Moving from pilot programs to real operational impact is where many organizations are seeing the biggest challenges. Aligning technology with financial processes is becoming a key differentiator.

Finance functions ramp up internal AI budgets The key to generating value from artificial intelligence projects within finance is scaling them to full production, according to a new Bain & Co. report.