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New York, USA
Joined January 2009
Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 22
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
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 18
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
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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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Rick Telberg retweeted
Rick Telberg
@CPA_Trendlines28 Mar 2025
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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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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Rick Telberg retweeted
Rick Telberg
@CPA_Trendlines2 Jun 2023
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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Rick Telberg retweeted
Rick Telberg
@CPA_Trendlines28 Aug 2024
How to Review Tax Returns: Updated & Expanded. Completely Updated 3rd Edition. By Edward Mendlowitz, CPA, ABV, PFS, and Andrew D. Mendlowitz. The original best-selling No-Hassle Super-Simplified Seven-Step Tax Return Review System is now bigger and better.. #TaxReturns #CPA
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 16
The Six-Stop Road Map to Your Freedom Formula: Here’s an action plan for your own journey. By Jackie Meyer Go PRO for members-only access to more Jackie Meyer. dlvr.​it/TVxbXG #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 16
Trent Yesberg: How AI Re-Builds Accounting Firms | It’s Not Just the Numbers: Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a… dlvr.​it/TVxWKL #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 19
The Cycle of CAAS-Chasm: Client needs evolve with their businesses. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. dlvr.​it/TVzKfJ #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 18
New Comment on Intuit, Thomson, Wolters Kluwer: Accountants Question AI Promises by Frank Stitely: Do the tools work as well as the hype machines promoting them? No. dlvr.​it/TVyZsh #reader #feedback #buzz
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 15
How to Assess Your Firm’s Performance: Seven key filters to use. By Anthony Zecca Leading from the Edge Go PRO for members-only access to more Anthony Zecca. dlvr.​it/TVwpgk #CPA #tax #accounting
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Rick Telberg retweeted
Rick Telberg
@CPA_TrendlinesOct 15
The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights: Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable. Innovation Insights With Donny Shimamoto and Byron Patrick… dlvr.​it/TVwjf3 #CPA #tax #accounting
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