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New York, USA
Joined January 2009
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Rick Telberg retweeted
Springline’s Tim Brackney: Expect Accounting Firm IPO | 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… dlvr.it/TW1J74 #CPA #tax #accounting
Is Your Best Accountant Holding Your Business Back? | Accounting Voices: Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow.
… dlvr.it/TW2sHr #CPA #tax #accounting
Rick Telberg retweeted
Virtual Accounting Firms Have Hidden Costs: Save by combining a retreat with CPE.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
Go PRO for members-only access to more Jody Grunden. dlvr.it/TVygvz #CPA #tax #accounting
Rick Telberg retweeted
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
Rick Telberg retweeted
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
Rick Telberg retweeted
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
Rick Telberg retweeted
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
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
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
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
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
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
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
Rick Telberg retweeted
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
Rick Telberg retweeted
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
Rick Telberg retweeted
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
Rick Telberg retweeted
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
Rick Telberg retweeted
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
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
