Advisory Services Archives - CPA Trendlines

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Sale! ADVISORY ESSENTIALS
77 Ways to Wow! The Complete Guide to Small-Business Consulting
By Edward Mendlowitz, CPA

Plus: 125-Item Toolkit, with Fully Customizable, Immediately-Useful Practice Aids
$77.77 Learn More
THE NEW MANIFESTO
Transforming Audit for the Future
The Five Essential Attributes of Audit Leadership

By Alan Anderson

The bold new roadmap for advancing audit from a commodity in danger of irrelevance into a valuable range of services that clients need and want.
$279.95 – $295.00 Learn More
INSTANT DOWNLOAD
Tax Season Checklists
Expanded Edition with 50 New Checklists

Over 300 pages of essential tools, tips & techniques, printable and customizable.

By Edward Mendlowitz, CPA, ABV, PFS

FREE for PRO Members!
$195.00 Learn More
THE NEXT BIG OPPORTUNITY
Holistic Guide to Wealth Management
The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice

By Rory Henry and 34 renowned thought-leaders, professionals and practitioners.
$295.00 Learn More
GROWTH ENGINE
MAX: Maximize Productivity, Profitability and Client Retention
The New Growth Engine Manual.
Complete with Strategies, Tools, Checklists, and Action Planner.

By August J. Aquila
$385.00 – $395.00 Learn More
BEYOND CAS. GO BOS.
It’s NOT Just the Numbers
By Penny Breslin and Damien Greathead
- How to move beyond the numbers and deliver real value for your clients.
- The 11-step process for building a Back Office Support practice.
Includes Toolkit at no extra charge. (Not sold separately)
$265.95 – $295.00
Learn More

OUR TOTAL COMMITMENT TO YOUR TOTAL SATISFACTION

Tax, accounting, and finance professionals worldwide rely on CPA Trendlines to deliver the actionable intelligence they need to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to the point, providing only the most essential, most practical, information. Many are readable in under an hour and are immediately actionable.

– Rick Telberg
President / CEO
CPA Trendlines / Bay Street Group LLC

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YOUR 100% SATISFACTION GUARANTEE

CPA Trendlines guarantees you will be 100% satisfied with your purchase or your money back. If you are less than completely satisfied for any reason, just return the item in saleable condition within 30 days of receipt to: CPA Trendlines Returns, 139 Washington Ave., Kingston N.Y. 12401-4825 USA. Please enclose a copy of the receipt or order confirmation. No hassle, no problem, no-questions-asked. After we receive the return, please allow seven days for the refund to be processed by your credit card company.

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CUSTOMER COMMENTS AND REVIEWS

“I received exactly what I was interested in and more. What was previewed about the book is what I received. Very satisfied!"

“You guys are on the front edge of the accounting industry and provide progressive and thought-provoking information to keep CPAs moving forward! Keep up the great work.”

“Your topics always seem to be on point & service is excellent!“

“Your materials are very well-written, both ‘on-point and ‘to-the-point!‘”

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“Good stuff!"

“Well written and to the point!”

“Great, timely information in an easy-to-read format.”

“Good resources for managing a CPA firm”

“Informative articles, information that’s hard to find anywhere else!”

“Information that’s impossible to get anywhere else."

“You have been very responsive, provided great service, and you are providing a service that no one else does–giving us tools that help us build our practices!"

“I have purchased four or five titles now, and I plan on buying more. They have all been extremely useful, and I read your articles consistently, and always get the information I can use from them. I have also been passing on your articles and information to my contacts–there are quite a few CPAs who are looking to move up or start their own businesses right now who could use the guidance.”

“Thank you very much again for your great service! And for providing help on a subject that Is very timely to me. It’s going to make a big difference in how my CPA firm moves forward."

“I’m getting so much out of CPA Trendlines. And right now I’m putting together my own firm."

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