SURVEY: Getting New Clients in Today’s Competitive Environment

Join the Survey. Get the Results.

Marketing and Business Development: Trends and Strategies

You're invited to join the CPA Trendlines survey on Marketing and Business Development.

As a participant, you'll be the first to see a topline summary of the key findings, giving you and your firm a headstart on the newest trends in new-business success.

Early responses are already suggesting:

  • Sharp upticks in spending and activities in pursuing new business,
  • a swing toward online internet strategies, and
  • more intensive and organized referral networking activities.

But what's the right answer for your firm?

Join the survey to find out.

Join the survey. Get the results.


Accountants Across the Generations

Rick Telberg from CPA Trendlines, at left, leads panel, left to right: Deborah Hammett, Adelman, Katz & Mond;  Salvatore Collemi, Collemi Consulting & Advisory Services; Peter Frank, Cornick Garber Sandler; and Jordan Frey, EisnerAmper.

CPAs address inter-generational challenges and opportunities.

Every generation has its own view on what works best in today's environment, according to a multi-generational group of CPAs at a panel discussion hosted by the Accountants Club of America. Rick Telberg, president and CEO of Bay Street Group and of CPA Trendlines Research, moderated the panel discussion. “As professions go, the accounting profession is the most entrepreneurial of them all,” he said. “There are more small firms and solo practitioners by number and by percentage in the tax and accounting profession than in any other licensed profession. This is a profession of entrepreneurs, whether we admit it or not, whether we embrace it or not, whether we know how to encourage it or not.”

The panel included New York-based CPAs: Deborah Hammett, Adelman, Katz & Mond;  Salvatore Collemi, Collemi Consulting & Advisory Services; Peter Frank, Cornick Garber Sandler; and Jordan Frey, EisnerAmper.

READ MORE at AcccountingToday >>>

The 10 Fastest-Growing Industries In The U.S.

The race for fast-moving clients.

By CPA Trendlines

If you already have clients in the information technology industries, you probably already know that keeping up with new developments is a challenge.

But do you know about the other nine of top ten fastest growing industries that should be attracting intense CPA firm competition?

According to new data from Sageworks, a financial information company, construction-related businesses make up much of the rest of the list.


Surgent Launches Webinar Series with All-Star Lineup of Experts


Telberg joins new Surgent's webinar series.

By CPA Trendlines

CPA Trendlines publisher Rick Telberg is joining Surgent, the continuing professional education provider for CPAs and other accounting, financial, and tax professionals, as a presenter in the new monthly premium webinar series, Surgent Futurecast™, a series of timely, practical 1-hour webinars taught by an all-star cast of leading national tax and accounting experts.

Learn more and register at
Futurecast Webinars

The new series demonstrates Surgent’s mission to go beyond just providing the CPE credits that CPAs and other professionals must earn to maintain their professional credentials; instead Surgent aims to serve as the most reliable and trustworthy source of the ever-evolving practical and strategic information CPAs, EAs, and other tax and financial professionals need to excel professionally.


Tax Season Roundup: 2017

Join the survey. Get the results.

By CPA Trendlines

Here at CPA Trendlines, we know busy season isn't the entirety of your practice ... but it's a huge chunk of it.

How did your tax season measure up?
Join the survey; get the benchmarks

Stay tuned for a full report.


Here in one handy place is all of the tax-related information we've published this season.

How 2017 is going


Regional CPA Firms Go Head-to-Head with Big Four in Talent Wars

Highly rated for 'quality of life:' Moss Adams, Plante Moran, Friedman, BPM.

By CPA Trendlines 

Deloitte, KPMG and Moss Adams are gaining ground in the recruiting wars, according to a new survey of more than 8,000 accountants.

While PwC maintains its hold as the best brand in the business, second-ranked Deloitte is closing the gap, and KPMG jumped one spot to fourth place, in the latest Vault Accounting 50, a ranking of the best accounting firms to work for.

Even though the Big 4 firms rank highly in the Formal Training category, mid-sized firms are big winners in Quality of Life Rankings.

  • Michigan-based Plante Moran ranks No. 1 in 11 categories, including Culture, Overall Satisfaction, Informal Training, Business Outlook, and Firm Leadership.
  • New York City-based Friedman ranks No. 1 in Hours, Work/Life Balance, and Relationships with Supervisors. And,
  • San Francisco-based BPM ranks No. 1 in Overall Diversity, Minority Diversity, and LGBT Diversity.

Meanwhile, Chicago-based Grant Thornton got knocked back to fifth and West Coast firm Moss Adams leaped three spots to No. 8, moving back into the top 10.

The Top 10 firms in the survey are: READ MORE →

Avalara Takes CRUSH Conference to Austin

Learn more at
Learn more at

2017 theme: Home of the tax automation revolution.

By CPA Trendlines

Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, is bringing back CRUSH, a tax compliance automation conference and industry gathering, for the second year, scheduled May 2-3, 2017 in Austin, Texas. CPA Trendlines is a sponsor.

Bringing together leaders in finance and technology who are enabling the strategic evolution of accounting, CRUSH offers attendees opportunities to learn, educate and network with hundreds of peers and experts.