LBMC

We're excited to be part of Nashville AI Week kicking off tomorrow! Join us for a session you won't want to miss: "The AI Blueprint: 6 Phases Every Organization Has to Get Right" Led by Charlie Apigian, LBMC's Shareholder and AI Practice Leader Wednesday, May 13th | 12:20 PM – 1:20 PM Deploying AI is easy. Deploying AI safely is hard. Charlie's hands-on workshop walks through the governance, oversight, and deployment frameworks your team needs before you ship, not after something breaks. We hope to see you there! #AI #governance #AIstrategy #leadership

LBMC is a proud sponsor of the ACG Tennessee Mid-South Capital Connection on May 14–15 in Downtown Nashville! We understand the complexities of M&A from buy-side diligence to integration, and we're here to help you navigate the deal landscape with confidence. Come find us at Booth #14 and meet the team! #ACGTennessee #MidSouthCapitalConnection #MiddleMarket #Dealsource

Closing out the 2026 AAPCP National Provider Compensation & Workforce Strategy Conference today! It was wonderful to network with so many talented professionals in the provider compensation space. As a sponsor, we loved sharing demos of LBMC's PulseFMV Calculator and hearing the great feedback from attendees. Didn't get a chance to see a demo? Reach out and let's find a time. We'd love to connect! #AAPCP #ProviderCompensation #FMV #WorkforceStrategy #Nashville #Healthcare

82% of CFOs say their role has expanded significantly in the past 3 years. Nearly half say they don't have the resources to meet those expectations. — Gartner If you're a business owner or CEO feeling that gap, you're not alone — and you don't have to solve it with a full-time hire.   Swipe through these 4 situations we hear from clients every week. If any of them sound familiar, let's talk.   👉 Book a free 20-minute Financial Clarity Call — link in comments.   #OutsourcedCFO #CFO #FinancialLeadership #BusinessGrowth #LBMC #FractionalCFO

State and local tax law doesn’t slow down, and neither do the implications for your business. Each quarter, LBMC’s SALT team breaks down the changes that matter, so you can stay ahead and avoid surprises at filing time. This quarter’s highlights: • Washington’s new 9.9% tax on income over $1M • Chicago’s social media amusement tax • Indiana’s tax amnesty program opening July 15 • Kentucky’s ruling on AI-enabled software and sales tax • Ongoing developments across digital products, SaaS, crypto ATMs, and more It’s a straightforward way to stay informed in an environment that’s changing quickly. 📩 Subscribe to LBMC’s State & Local Tax Insights newsletter: https://lnkd.in/edcB3N-e #StateTax #SALT #TaxCompliance #CFO #TaxPlanning

ISO certification has become a requirement for growth, not just compliance. Organizations are being asked to meet multiple standards at once, and siloed approaches don’t scale. An integrated ISO strategy reduces duplication, improves oversight, and helps teams stay focused on what drives performance. As Brian Willis notes, the goal is to strengthen programs without adding disruption. That’s where we’re seeing real progress. Read more: https://lnkd.in/egSd_Hh9 #ISO #Cybersecurity #Compliance #Leadership

AI is now a core part of how firms improve efficiency, manage risk, and deliver better insight to clients. In this interview with Capital Analytics Associates, James (Jim) Meade, Jr., CPA shares how LBMC is approaching growth, talent, and technology in a high-demand market. A few things are clear: • Talent strategy has to be proactive • AI needs to drive real outcomes, not just activity • Growth requires alignment across people, process, and technology The firms that execute well in those areas are the ones that will continue to grow. Read more: https://lnkd.in/eeU5x9_i #Leadership #AI #ProfessionalServices #GrowthStrategy

What business leaders expect from advisors is changing. Growth is more complex. Technology decisions carry financial weight. Transactions are moving faster. And leaders need advisors who are already embedded in the business, not brought in at the last minute. LBMC’s recent national recognition reflects that shift and the increasing demand for connected advisory across tax, technology, and operations. As James (Jim) Meade, Jr., CPA shared, today’s environment requires more than technical expertise. It requires alignment across strategy, execution, and outcomes. Read more: https://lnkd.in/eyd5aA6e #BusinessAdvisory #Leadership #MiddleMarket #GrowthStrategy #PrivateEquity

Recognition like this reflects where the healthcare industry is heading. Congratulations to Laura McGregor on being named to the Nashville Business Journal’s 40 Under 40. Her recognition highlights the growing importance of experienced audit leadership as healthcare organizations navigate increasing complexity, regulatory pressure, and investor expectations. Today, healthcare audit is about more than compliance. It plays a critical role in helping organizations strengthen reporting, manage risk, and support long-term growth. Laura’s work with privately held and private equity-backed healthcare organizations reflects that shift every day. Read more: https://lnkd.in/e2fDFwK4 #Healthcare #Audit #Leadership #Accounting #PrivateEquity

Your finance team is sitting on a risk — and a revenue opportunity — hiding inside your data. The LBMC AI Team's feature article, "AI in Accounting: From Risk to Revenue," is now live in the TSCPA Journal. It's a must-read for CFOs navigating the intersection of AI, financial controls, and growth strategy in middle market B2B. We're proud to spotlight the work of Jon Hilton and Charlie Apigian — two thought leaders reshaping how finance professionals think about AI. Congratulations to Charlie on the launch of his new book, AI Reimagined: A Leader's Guide to Thinking Differently with Data. It gives CFOs the mental models to stop treating AI as an IT initiative and start owning it as a core finance strategy. Key themes CFOs need on their radar right now: → AI-driven anomaly detection and fraud risk mitigation → Forecasting accuracy and close cycle acceleration → Turning financial data into a revenue-generating asset → Governance frameworks that let you scale AI without losing control Read the full article on our website: https://lnkd.in/eJVYPHS6 The LBMC AI Team is also hosting: → AI workshops designed for finance and leadership teams → Webinars on data insights and dashboard creation — practical tools you can act on immediately #CFO #AIinFinance #FinancialTransformation #TSCPA #MiddleMarketCFO #ArtificialIntelligence