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Ten Ways to Use the Holiday Season to Prepare for Tax Season | Listicle

December 8, 2025

By CPA Trendlines Research

https://cpatrendlines.com/category/checklist/listicle/

Ten Things to Tell an Unproductive Partner | Listicle

December 1, 2025

By CPA Trendlines Research

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

An unproductive partner can be a disaster for an accounting firm. The problem could have several sources, so sometimes a conversation can improve the situation while maintaining respect and team spirit.

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Here are 10 things to talk about.
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Ten Unexpected Questions for a Job Candidate | Listicle

November 24, 2025

By CPA Trendlines Research

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

Unexpected questions at a job interview can help you assess a candidate’s awareness of what’s involved in the human (as opposed to technical) side of the job.

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Look for recognition of professionalism, flexibility, ethics, teamwork and social skills.
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Ten Non-Tax Season Services | Listicle

November 17, 2025

By CPA Trendlines Research

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

You don’t have to temporarily lose tax clients once their returns have been filed. You can help them through the year.

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Consider a retainer fee for package of services. How many can you bundle? Here are 10 tips for keeping clients engaged year-round.
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Ten Tough Questions for Happy Staff | Listicle

November 10, 2025

By CPA Trendlines Research

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

Nobody likes to talk about real problems. Too often they remain hidden or kept to whispers at the water cooler.

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Management needs to ask staff some tough questions. Here are 10 toughies.
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