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Windes is a recognized leader in the field of accounting, assurance, tax, advisory, and business con

New SBA Underwriting Requirement | Windes Insights 08/25/2026

For SBA-backed business acquisitions, the quality of reported earnings will soon play a larger role in the underwriting process. Starting October 1, 2026, certain 7(a) transactions with a purchase price of $3 million or more will require an independent quality of earnings analysis, making early preparation increasingly important for buyers, sellers, and lenders: https://hubs.li/Q04vfFN00

New SBA Underwriting Requirement | Windes Insights The new SBA Underwriting Requirement introduces a significant change for initial acquisitions and business expansion transactions.

08/12/2026

Windes is proud to be recognized in all four Best Places to Work award programs in which we participated this year, including national recognition from Accounting Today and regional honors from the Orange County Business Journal, Los Angeles Business Journal, and Best Places to Work SoCal!

“These recognitions are especially meaningful because they reflect the experience and feedback of our team,” said Sean McFerson, Managing Partner of Windes. “We are committed to fostering a workplace where people feel supported, challenged, and inspired to grow. Our professionals are the foundation of our success, and this achievement is a testament to the culture we continue to build together.”

Sell-Side Quality of Earnings Drives Higher Valuations | Windes Insights 07/28/2026

Could a sell-side Quality of Earnings report increase the value of your business before it goes to market? New middle-market M&A data shows companies with a sell-side Quality of Earnings report achieved higher average valuation multiples, reinforcing the value of preparation before a transaction: https://hubs.li/Q04r568K0

Sell-Side Quality of Earnings Drives Higher Valuations | Windes Insights Companies that went to market with a sell-side Quality of Earnings (QoE) report achieved stronger valuation outcomes than those that did not.

07/24/2026

Our Fun Days outing was a home run! Team members and interns enjoyed a day at Angel Stadium, spending time together outside the office and strengthening the relationships that make Windes such a great place to work.

Cybersecurity Compliance Advisory: A Practical Guide for Mid-Market Organizations Windes Insights 07/20/2026

Are you treating cybersecurity compliance as a once-a-year audit instead of an ongoing business strategy? A passing audit does not always mean your organization is prepared for today's evolving cyber risks, making a proactive compliance approach more important than ever: https://hubs.li/Q04q1fFg0

Cybersecurity Compliance Advisory: A Practical Guide for Mid-Market Organizations Windes Insights Cybersecurity compliance advisory helps mid-market organizations manage regulatory cybersecurity risk. Learn frameworks, requirements, and next steps in this expert guide.

California Budget Bill Signed into Law | Windes Insights 07/14/2026

Could California's new budget bill increase your software costs and change your tax planning strategy? New rules affecting SaaS taxation, business tax credits, pass-through entities, and other key areas are on the horizon. Learn more: https://hubs.li/Q04px5PV0

California Budget Bill Signed into Law | Windes Insights SB 122 makes changes to CA tax law for software purchases, business tax credits, pass-through entities, and specific settlement payments.

Windes Expands Its Southern California Practice | Windes 07/07/2026

Windes is pleased to announce the expansion of its Southern California practice through the addition of Gary Greene’s practice of ten professionals with Harris, Greene LLP, a public accounting firm located in Irvine, California, effective July 1, 2026.

“This expansion reflects our continued commitment to growing thoughtfully as a firm and creating greater opportunities for both our people and our clients,” said Sean McFerson, Managing Partner at Windes. “As Windes continues to expand, we remain focused on building depth in the markets we serve, investing in top talent, and broadening the capabilities that help our clients navigate increasingly complex business environments. Welcoming Gary Greene and his team advances that vision by adding valuable industry experience and strengthening our ability to deliver proactive, strategic guidance.”

Learn more: https://hubs.li/Q04nNBg00

Windes Expands Its Southern California Practice | Windes Windes expands its Southern California practice through the addition of Gary Greene’s practice of ten professionals with Harris, Greene LLP.

07/02/2026

Happy Independence Day from all of us at Windes! As we celebrate our nation's independence, we hope you enjoy time with family, friends, and your community while reflecting on the freedoms that bring us together.

AI in Healthcare Expands Cyber Risk | Windes Insights 06/30/2026

Is AI strengthening your healthcare organization, or quietly expanding your cyber risk? Every new AI integration can create another pathway to sensitive patient data, making governance, visibility, and risk management more critical than ever. Learn more: https://hubs.li/Q04n6vWm0

AI in Healthcare Expands Cyber Risk | Windes Insights Explore how AI’s cybersecurity risks are a growing warning for healthcare organizations facing operational pressures and vulnerabilities.AI is expanding healthcare cybersecurity risk across EHRs, vendors, and clinical tools. See where the gaps are and how to govern AI before an incident hits.

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3780 Kilroy Airport Way, Suite 600
Long Beach, CA
90802

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Thursday 8:30am - 5pm
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