@CPA_Trendlines

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 New York, USA
cpatrendlines.com
Joined January 2009
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87.5KMedia
Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 21
The Proper Merger Process in 21 Steps: PLUS: The proper process in 21 steps. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. dlvr.​it/TW0rrn #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 21
Tim Brackney: Scaling with Soul | Big 4 Transparency: “This isn’t a flash in the pan. This is an actual structural change in the profession.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only… dlvr.​it/TW0mHz #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 21
Grant Thornton Floats $2 Billion in Junk Bonds for CBIZ Takeover: GT to pay higher interest than the loans that crushed CBIZ. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW0gRb #CPA #tax #accounting
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Now streaming at CPA Trendlines: #Tax, #accounting and #CPA firms are the key to the profession's future. Ira Rosenbloom: M&A Money’s Easy – Culture Fit’s Hard | The Disruptors.. dlvr.it/TJpQg6
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What will accountants do when AI does more of the accounting?: Explore the next decade with CPA Trendlines’ Disruptors with Liz Farr. New episodes drop every Tuesday at noon. Watch or listen to the latest episode — or catch up today:… dlvr.​it/TW2SyN #CPA #tax #accounting
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How to Create Standout Teams: How to overcome roadblocks. By Anthony Zecca Leading from the Edge Go PRO for members-only access to more Anthony Zecca. dlvr.​it/TW2LKC #CPA #tax #accounting
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How A Medicare Long-Term Care Benefit Could Save Money, Improve Lives: Consultants ATI Advisory has developed a highly targeted Medicare home-based long-term care benefit that could lower costs while improving the lives of… dlvr.​it/TW2KfH ^@Howard_Gleckman #Tax #IRS #policy
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New: In the News: October 23, 2026: This week’s In the News includes new AI tools for accounting and finance, tax updates, workplace trends, and more. We’re also sharing a new The Woodard Report Podcast episode on leadership and… dlvr.​it/TW2HB6 #woodard #tax #accounting
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Jeane Hardy: Work You Don’t Track Could Be Holding Your Firm Back | It’s Not Just the Numbers: Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth. It's Not Just the Numbers … dlvr.​it/TW2Fnt #CPA #tax #accounting
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Grant Thornton Payday: $22 Million for CBIZ CEO Grisko: Under Grisko, stock runs up from $10 to $88. But that was before Marcum. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW237S #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 17
Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices: Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively. Accounting Voices With Rob Brown Go PRO for… dlvr.​it/TVy7RD #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 20
What’s Your Return on Relationships?: Think about a return on relationships. By Rory Henry The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. dlvr.​it/TW05FN #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 20
Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors: Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life. The Disruptors With Liz Farr For CPA Trendlines Go PRO for… dlvr.​it/TW00Cx #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 20
The 42 AI Firms with $1.​23 Billion in New 2026 Funding: Wall Street places big money on both sides of the bet for and against accounting firms. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TVzv81 #CPA #tax #accounting
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me when people ask about the current state of AI:
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Ten Great Reasons to Go PRO Today at CPA Trendlines, here: dlvr.it/Sq2JNL Get the PRO Member Advantage with Complimentary Welcome Gifts: 1 – Implementing Fee Increases: Learn More: dlvr.it/Sq2JNg 2 – The Client Service Idea Book:… dlvr.it/Sq2JP1
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New: AICPA and AIUC Introduce New AI Assurance Program: The American Institute of Certified Public Accountants (AICPA) and Artificial Intelligence Underwriting Company (AIUC) have announced a new joint assurance offering designed to… dlvr.​it/TW1jwM #woodard #tax #accounting
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Six Tasks Required for an Internal Audit: The six principal tasks required. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz. dlvr.​it/TW1bvM #CPA #tax #accounting
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New: Three Kinds of Firm Data Worth Capturing: Your firm’s business model is built on the answers to three questions: who you serve, what you sell them, and how you deliver it. When it comes to data insights, most accounting firms can… dlvr.​it/TW1YQX #woodard #tax #accounting
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Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations: Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family. Accounting Conversations With… dlvr.​it/TW1WVt #CPA #tax #accounting
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