Happy Holidays from Windes! Thank you for the trust, collaboration, and shared accomplishments that defined this past year. We look forward to strengthening our partnership in 2026 and wish you a season filled with rest, connection, and a bright start to the new year.

Is your accounting software helping your business scale or quietly holding it back? As growth accelerates, the right cloud platform can determine whether finance becomes a bottleneck or a strategic advantage. Learn more: https://t.co/XuKC0lArEc #TrustInWindes #CloudAccounting

What would a cyber breach really cost your business? Beyond immediate cleanup, long-term damage to operations, trust, and enterprise value is where the true impact compounds. Learn more: https://t.co/nGvrFm6RLa #TrustInWindes #Cybersecurity

Are you maximizing every dollar you can put toward retirement next year? New IRS increases for 2026 create meaningful opportunities to accelerate tax-advantaged savings. Learn more: https://t.co/GofWONZUB7 #TrustInWindes #Tax #401k #IRA

Is your family office feeling constrained by the software meant to support it? Rapid growth, complex assets, and multi-entity reporting can reveal limitations long before owners realize the cost of staying on outdated tools: https://t.co/jRfgLG7gUN #TrustInWindes #FamilyOffice

New OBBBA rules taking effect in 2026 will significantly reshape how high-income taxpayers approach charitable giving. The impact on future deductions is significant and requires planning now to avoid missed benefits: https://t.co/VNvU6iQEVL #TrustInWindes #Tax #OBBBA

Are you confident your team could navigate a real cyber incident without hesitation? A tabletop exercise reveals the blind spots that only surface under pressure and shows whether your organization is truly prepared: https://t.co/9RUDE3Cmx5 #TrustInWindes #Cybersecurity

Are buyers getting a true picture of your business before you talk price? Your 3-statement model is the first test of credibility, and even small inconsistencies can trigger skepticism, discounts, or delays. Learn more: https://t.co/ZmQmPTspHK #TrustInWindes #3StatementModel

The IRS has announced cost of living adjustments (COLA) applicable to qualified retirement plans for 2026. Read an updated summary of those adjustments: https://t.co/E2SFxZXaQH #TrustinWindes #EmployeeBenefitServices #COLA

Is your financial oversight keeping pace with your company’s growth? Rapid expansion can outstrip small teams and expose serious risks if controls, reporting, and cash management don’t scale with you. Learn more: https://t.co/hj87jpL6wu #TrustInWindes #OutsourcedAccounting

Are you prepared for the HR rule changes hitting CA small businesses next year? From new exempt salary thresholds to rising PAGA exposure and AI-in-hiring regulations, even small compliance gaps can create outsized risk: https://t.co/m0aDcFDzIJ #TrustInWindes #HRCompliance

Which security model protects your business better: building an internal SOC or outsourcing to a 24/7 team of specialists? Learn more: https://t.co/mx6qrYfDBP #TrustInWindes #TechnologyAndRisk #SOC

This Thanksgiving, we extend our warmest wishes to you and your loved ones for a joyful holiday filled with gratitude, connection, and good company. We are thankful for your trust and partnership. Happy Thanksgiving!

Are you ready to sell your business? Defining your exit goals, preparing for the emotional transition, and proving your company can run without you are what separate successful sales from stalled deals: https://t.co/5mxFxRhy8A #TrustInWindes #ValueAcceleration #ExitPlanning

What if your next open enrollment season could help you compete for talent the way larger companies do? The right benefits strategy can control costs, strengthen retention, and elevate your overall employee experience: https://t.co/oS70tQoHGf #TrustInWindes #HumanCapital

Inaccurate accounting is one of the biggest deal-killers in M&A. Understanding why it happens (and how to avoid it) can be the difference between a smooth exit and a collapsed transaction: https://t.co/HZCKj3YnwN #TrustInWindes #MergersAndAcquisitions

Pen tests and vulnerability assessments are often thought of interchangeably, but choosing the wrong one can leave your biggest security gaps wide open. Learn more: https://t.co/hZU9SST3A1 #TrustInWindes #TechnologyAndRisk

Windes team members recently attended the YWCA Harbor Area’s Royal Afternoon Tea in celebration of the organization being honored as a 2025 California Nonprofit of the Year! We are proud to celebrate their work and grateful to join them for such a special event. #TrustInWindes

The Windes team wrapped up our annual Fall Giving Drive, and thanks to the generosity of our employees and the firm match, we surpassed our goals and provided meaningful support to the Orange County Food Bank and WomenShelter of Long Beach! #TrustInWindes #GivingBack #Community

How can small businesses keep employees engaged with limited resources? With the right structure, even lean teams can build a resilient culture grounded in psychological safety, meaningful growth, and flexible leadership: https://t.co/Td9eB2I27a #TrustInWindes #HumanCapital