Perspectives
Writing from SoForma
CPA-Verified SMB™ exits, verification as a category, and the infrastructure being built around it.
Why AI Needs CPA Verification — And Why the CPA's Moment Is Now
AI is not replacing the CPA profession. It is clarifying it. Generating financial representations and verifying them are different acts: AI does the labor, the credentialed human carries the trust.
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The CPA's Moment: From Risky Comfort Letter to CPA-Verified SMB™
Verification work, properly structured under SSAE 19 and engaged early, is some of the most valuable work CPAs can perform. The framework has existed since 2021, and the clients are already in every CPA's book.
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What CPA Verification Is — and What It Isn't
CPA verification is not the same as quality-of-earnings analysis, sell-side QoE reports, broker information packages, or traditional CPA advisory work. A field guide to what makes verification a distinct category.
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Tell the Truth: "CPA-Verified SMB™" Is What Buyers Always Wanted
The foundational argument for why verification before diligence is the structural change SMB M&A has been waiting for, and why the CPA is the right party to deliver it.
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