CPA Trendlines

"WE HAVE TO...BUILD SOMETHING SO SPECIAL THAT PEOPLE DON'T WANT AN ALTERNATIVE." GEAR UP FOR GROWTH With Jean Caragher For CPA Trendlines GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE JEAN MARIE ...

https://cpatrendlines.com/2024/11/08/mitch-reno-client-experience-advantage-goes-to-small-firms-gear-up-for-growth/

THE THREE TYPES OF TRAINING NEEDED AND 21 BEST PRACTICES FOR PROVIDING IT. By Marc Rosenberg CPA Firm Staff: Managing Your #1 Asset GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE MARC ROSENBERG . ...

https://cpatrendlines.com/2024/11/07/training-cpe-theyre-not-the-same/

TODAY'S BISSETT BULLET: “NEVER LEAVE THE FIRST MEETING WITHOUT HAVING THE SECOND ONE ALREADY SCHEDULED.” By Martin Bissett See more Bissett Bullets here GO PRO  FOR MEMBERS-ONLY ACCESS ...

https://cpatrendlines.com/2024/11/07/bissett-bullet-why-is-the-second-meeting-so-important/

STREAMLINE YOUR WORKFLOW AND SAVE VALUABLE TIME WITH EXCEL'S POWER QUERY. QUICK TECH TALK With Steve Yoss CPE Today GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE STEPHEN YOSS .

https://cpatrendlines.com/2024/11/07/steve-yoss-advanced-excel-formulas-and-functions-for-financial-professionals-quick-tech-talks/

BE PROACTIVE AND INTENTIONAL. By Tamera Loerzel The Rosenberg National Survey of CPA Firm Statistics GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE TAMERA LOERZEL .

https://cpatrendlines.com/2024/11/06/growth-and-complacency-must-concern-accounting-firms-this-year/

FIND YOUR UNIQUE VOICE IN THE PROFESSION, AND DON’T BE AFRAID TO INNOVATE. ACCOUNTING ARC With Donny Shimamoto. Center for Accounting Transformation GO PRO  FOR MEMBERS-ONLY ACCESS TO MOR...

https://cpatrendlines.com/2024/11/06/greg-kyte-being-a-cpa-is-like-being-the-marie-kondo-of-numbers-accounting-arc/

BE A CLIENT-CENTRIC HUMAN IN A WORLD OF AI AND TECHNOLOGY. THE DISRUPTORS With Liz Farr GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE LIZ FARR .

https://cpatrendlines.com/2024/11/05/rory-henry-create-the-return-on-relationships-the-disruptors/

MAKE IT WORK FOR YOU. By Martin Bissett Passport to Partnership GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE MARTIN BISSETT .

https://cpatrendlines.com/2024/11/05/five-thoughts-about-your-firms-culture/

IT MIGHT NOT BE TOO LATE TO KEEP SOMETHING GOING. By Ed Mendlowitz 202 Questions and Answers: Managing an Accounting Practice GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE EDWARD MENDLOWITZ .

https://cpatrendlines.com/2024/11/04/dont-let-clients-outgrow-you/

SPARK A SMARTER CLIENT CONVERSATION. By CPA Trendlines Research GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/11/04/ten-expert-blog-topics-listicle/

LUCAS LACHANCE: REVENUE GENERATION THROUGH DIGITAL MARKETING Capstone Conversations With Jean Caragher For CPA Trendlines GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE JEAN MARIE CARAGHER .

https://cpatrendlines.com/2024/11/04/lucas-lachance-revenue-generation-through-digital-marketing-capstone-conversations/

START WITH A CONVERSATION. By Seth Fineberg GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE RORY HENRY .

https://cpatrendlines.com/2024/11/03/why-now-is-the-time-for-cpas-to-embrace-wealth-management/

DISCOVER HOW NONTRADITIONAL PROFESSIONALS LEVERAGE THEIR SKILLS TO BRING INNOVATION AND GROWTH TO THE ACCOUNTING PROFESSION. ACCOUNTING ARC With Donny Shimamoto. Center for Accounting Transfo...

https://cpatrendlines.com/2024/11/03/rachel-bashore-a-lawyers-case-for-reinventing-accounting-accounting-arc/

DIVERSIFY YOUR REVENUE STREAMS WITH VIDEO AND BUILD A VIRTUAL ACCOUNTING CAREER. Accounting Influencers with Rob Brown GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE ROB BROWN .

https://cpatrendlines.com/2024/11/02/kate-johnson-how-accountants-can-grow-with-video-accounting-influencers/

YOU’RE THE PROFESSIONAL. PONDER THAT A MOMENT. By Hitendra Patil Client Accounting Services: The Definitive Success Guide GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE HITENDRA PATIL .

https://cpatrendlines.com/2024/11/01/do-you-have-the-client-accounting-services-mindset/

"JUST HAVING A TITLE OR A POSITION DOESN’T MAKE YOU A LEADER. YOU HAVE TO EARN THE TRUST AND RESPECT OF THE TEAM THAT YOU'RE LEADING." GEAR UP FOR GROWTH With Jean Caragher GO PRO  FOR MEMB...

https://cpatrendlines.com/2024/11/01/carla-mccall-find-your-authentic-leadership-style-gear-up-for-growth/

STAYING AHEAD REQUIRES ADAPTABILITY AND A FOCUS ON DELIVERING VALUE BEYOND THE TASKS THAT TRADITIONALLY DEFINED ACCOUNTING. QUICK TECH TALK With Steve Yoss CPE Today GO PRO  FOR MEMBERS-ONLY...

https://cpatrendlines.com/2024/10/31/steve-yoss-the-big-tech-issues-accountants-need-to-follow-today-quick-tech-talks/

PLUS 17 EXTRAORDINARY BENEFITS TO CONSIDER OFFERING. By Marc Rosenberg CPA Firm Staff: Managing Your #1 Asset GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE MARC ROSENBERG .

https://cpatrendlines.com/2024/10/31/six-tips-for-setting-compensation/

TODAY'S BISSETT BULLET: “AS YOU PROGRESS THROUGHOUT YOUR CAREER, YOU MAY FIND YOURSELF IN SITUATIONS WHERE THOSE WHO ARE ON THE SAME LEVEL AS YOU IN TERMS OF EARNINGS OR SENIORITY ARE SUDDENLY ...

https://cpatrendlines.com/2024/10/31/bissett-bullet-be-the-bigger-person/

WHAT DOES THE PARTNERSHIP AGREEMENT SAY? OOPS ... By Ed Mendlowitz 202 Questions and Answers: Managing an Accounting Practice GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE EDWARD MENDLOWITZ .

https://cpatrendlines.com/2024/10/30/what-to-do-when-a-partner-becomes-disabled/

THREE QUESTIONS ABOUT YOUR COMPETENCE. By Martin Bissett Passport to Partnership GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE MARTIN BISSETT .

https://cpatrendlines.com/2024/10/30/do-others-think-youre-ready-to-be-partner/

“THE DIFFICULTY ISN’T IDENTIFYING THE ETHICAL DECISION; IT’S MAKING THE RIGHT CHOICE WITH DIFFICULT IMPLICATIONS." ACCOUNTING ARC With Liz Mason, Byron Patrick, and Donny Shimamoto. Cent...

https://cpatrendlines.com/2024/10/30/beyond-the-basics-in-ethics-education-accounting-arc/

IF NO ONE’S COMPLAINING THAT YOUR FEES ARE TOO HIGH, YOUR FEES ARE TOO LOW.  THE DISRUPTORS With Liz Farr GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE LIZ FARR .

https://cpatrendlines.com/2024/10/29/mike-maksymiw-be-the-leader-you-wish-you-had-the-disruptors/

“GETTING WORK WAS EASY, BUT GETTING IT DONE WAS HARD.” By Matt Rampe The Rosenberg National Survey of CPA Firm Statistics GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE MATT RAMPE .

https://cpatrendlines.com/2024/10/29/solving-staffing-requires-intention/

AFTER 147 YEARS, ONE OF THE WORLD'S MOST TRADITION-RICH SPORTING EVENTS WILL BUST OUT OF ITS COMFORT ZONE. By Rick Richardson GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE RICK RICHARDSON .

https://cpatrendlines.com/2024/10/29/breaking-tradition-wimbledon-replaces-line-judges-with-technology/

CPAS HAVE A ROLE TO PLAY. By CPA Trendlines Research GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/28/eleven-questions-about-kids-wealth-and-the-family-business/

THINK ABOUT WHERE YOU WANT YOUR BUSINESS TO BE. By Seth Fineberg GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE SETH FINEBERG .

https://cpatrendlines.com/2024/10/28/history-could-help-accountant-vendor-relations/

GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/28/ten-topics-for-your-newsletter-listicle/

CAPSTONE CONVERSATIONS With Jean Caragher For CPA Trendlines GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE JEAN MARIE CARAGHER .

https://cpatrendlines.com/2024/10/28/sarah-cirelli-when-grassi-cpas-needed-a-swat-crisis-response-plan-capstone-conversations-jean-caragher/

NO LONGER A PROBLEM CONFINED TO JUST NEW TALENT OR MIDDLE MANAGERS. By CPA Trendlines Research GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/27/six-years-and-out-now-even-experienced-accountants-are-quitting-the-profession/

NOW, WITH MORE THAN 21,000 PAGES OF ACTIONABLE INTELLIGENCE. Ask me anything! (Or choose one of today's latest queries...) GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/27/ask-cpa-trendlines/

NEW LEGISLATION ON QUALIFIED PLANS AND IRAS CAN HELP ACCOUNTANTS GROW THEIR PRACTICES. Quick Tax Tip With Art Werner CPE Today GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE ART WERNER .

https://cpatrendlines.com/2024/10/27/art-werner-new-issues-in-qualified-plans-and-iras-quick-tax-tip/

SOME CREATIVITY MAY BE IN ORDER. By CPA Trendlines Research GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/27/how-accounting-firms-are-handling-the-staff-shortage/

IT AUGMENTS RATHER THAN REPLACES HUMAN EXPERTISE. By August J. Aquila Price It Right: How to Value Accounting Services GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE AUGUST J. AQUILA .

https://cpatrendlines.com/2024/10/27/how-ai-can-help-market-your-firm/

"THIS IS A NEW AREA FOR ACCOUNTANTS, BUT IT'S AN EVOLVING AREA, AND I THINK IT REPRESENTS A GREAT OPPORTUNITY FOR US..." ACCOUNTING INFLUENCERS with Rob Brown GO PRO  FOR MEMBERS-ONLY ACCESS...

https://cpatrendlines.com/2024/10/27/donny-shimamoto-defining-accounting-transformation-accounting-influencers/

AS PRIVATE EQUITY GAINS MOMENTUM IN THE ACCOUNTING INDUSTRY, FIRMS FACE A DECISION: EMBRACE EXTERNAL INVESTMENT OR DOUBLE DOWN ON INDEPENDENCE. GEAR UP FOR GROWTH With Jean Caragher GO PRO  F...

https://cpatrendlines.com/2024/10/25/alex-drost-firms-must-be-scrappy-to-compete-with-pe-backed-competitors-gear-up-for-growth/

CORNERSTONE REPORT: ARTIFICIAL INTELLIGENCE AT WORK By CPA Trendlines Research GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/25/generative-ai-in-accounting-epic-transformation-or-overheated-hype-how-generative-ai-will-change-accounting-cornerstone-study-by-cpa-trendlines-research/

DO YOUR PEOPLE KNOW WHAT IT TAKES TO GET AHEAD? By Marc Rosenberg CPA Firm Staff: Managing Your #1 Asset GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE MARC ROSENBERG .

https://cpatrendlines.com/2024/10/24/staff-crave-advancement-and-challenge/

TODAY'S BISSETT BULLET: “THERE ARE TWO RACES TO BE WON IN THE ACCOUNTING PROFESSION IF YOU ARE TO WIN NEW WORK.” By Martin Bissett See more Bissett Bullets here GO PRO  FOR MEMBERS-ONLY...

https://cpatrendlines.com/2024/10/24/bissett-bullet-its-all-about-balance/

ARE YOU RAISING YOURS TO CLOSE A SALARY GAP? By CPA Trendlines Research GO PRO  FOR MEMBERS-ONLY ACCESS TO MORE CPA TRENDLINES RESEARCH .

https://cpatrendlines.com/2024/10/23/the-future-of-fees/