Guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through CPA Trendlines from Inovautus Consulting.
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Artificial intelligence software developer lands “The Radical CPA.”
CPA Trendlines expert contributor partners with with new video marketing service for accounting firms.
By CPA Trendlines
Click to see Jody’s new video: Nine Year-End Tax Strategies
Quick & easy vrofessional videos to add to your firm’s marketing mix.
Find out more here: https://acceleratorvideos.com/
Free webinar on advanced pricing strategies set for Oct. 21.
Register at http://go.capstonemarketing.com/apm-webinar
And How to Keep the Good Ones.
CPA Trendlines expert author Jean Caragher is completing the Capstone Summer Series, with two webinars:
– Sept. 24: Client Retention Strategies Every Firm Can Use
– Oct. 1: How to Fire a Client
Register | Learn More
When are rental real estate, triple net leases, land leases, and self rentals qualifying businesses for the §199A deduction? Get the answers.
Wednesday, July 31
9AM PT, 10 AM MT, 11AM CT, Noon ET
2 hours, 2 CPE
Until July 29, then $129
CPA Trendlines CEO Rick Telberg joins 30 of the of the profession’s most influential.
Follow on twitter with #CPATLS.
Nearly 30 of the most influential thought leaders in the accounting profession, including CPA Trendlines CEO Rick Telberg, are gathering in Indianapolis March 11-13 for CPA Practice Advisor‘s 11th annual Thought Leader Symposium.
VC-backed start-up targets accounting firms for growth.
Jody Padar, CPA, MST, principal of New Vision CPA Group and author of “From Success to Significance: The Radical CPA Guide” is partnering with Enrico Palmerino and the team at Botkeeper, a new-age bookkeeping solution enabling accounting firms to expand and modernize their businesses.
CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.
Randy Johnston, President, Network Management Group, Inc., Leslie Garrett, PhD, CEO of Insight Research Group announce the release of the 4th Annual Accounting Firm Operations and Technology (AFOT) Survey results and survey book. The 4th Annual AFOT Survey results book … Continued
The Accountants Club of America announces their 2016-2017 Officers and new Board Members. Officers Robert S. Fligel, President Salvatore A. Collemi, First-Vice President William Epstein, Second Vice-President Elliott L. Hendler, Secretary Margery Gladston, Treasurer New Board Members Jacques E. Boubli … Continued
Jody Padar and Donal de Paor to announce strategic alliance at the Salesforce World Tour in Chicago, March 24 Chicago – Jody Padar, CPA, MST, principal of New Vision CPA Group and author of The Radical CPA: New Rules for the Future-Ready Firm, published … Continued