Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 22
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 18
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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

Rick Telberg@CPA_TrendlinesOct 21
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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

Rick Telberg@CPA_TrendlinesOct 21
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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

Rick Telberg@CPA_TrendlinesOct 21
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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

Rick Telberg@CPA_Trendlines28 Mar 2025
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 17
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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

Rick Telberg@CPA_TrendlinesOct 20
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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

Rick Telberg@CPA_TrendlinesOct 20
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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

Rick Telberg@CPA_TrendlinesOct 20
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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

Rick Telberg@CPA_Trendlines2 Jun 2023
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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
Rick Telberg retweeted
Is ActiveCampaign down for you?
🚨 Users are reporting problems with ActiveCampaign #activecampaigndown. Repost if you are having issues.
Check isdown.app/status/activecamp… for updates.
Rick Telberg retweeted

Rick Telberg@CPA_Trendlines28 Aug 2024
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 16
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 16
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 19
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 18
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Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 15
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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
Rick Telberg retweeted

Rick Telberg@CPA_TrendlinesOct 15
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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












