Busy Season Planning Archives - CPA Trendlines

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INSTANT DOWNLOAD
The Idea Book for Accounting Firm Hiring Managers
Guidance, tips, strategies, tactics, real-life stories, and research data for recruiting, training and retaining the best talent.
$34.95 Learn More
NEW EBOOK OPTION
Tax Season Opportunity Guide
27 Ways to Make More Money, Service Clients Better, and Have More Fun
$195.00 – $215.00 Learn More
MARKETING TAX SERVICES
How to Build a Bigger, Stronger Tax Practice
Marketing Tax Services: The Who, What, When, Where, Why, and How for Delivering More Client Services and Making More Money

By Edward Mendlowitz, CPA, ABV, PFS
$189.95 – $229.95 Learn More
Sale! INSTANT DOWNLOAD
The 30:30 Training Method
The field-tested and proven time-saving technique for rapid staff development at tax and accounting firms
Original price was: $79.95.Current price is: $49.97. Learn More
LEVEL-UP YOUR CLIENT BASE
The Complete Guide to Marketing for Tax & Accounting Firms
The A-to-Z Program with Checklists, Samples, Step-by-Step Procedures, and Case Studies

By Sandi Leyva
$275.00 – $295.00 Learn More
TOUGH QUESTIONS, SMART ANSWERS
202 Questions and Answers: Managing an Accounting Practice, The Complete 2-Volume Set
Complete Two-Volume Set

By Edward Mendlowitz, CPA, ABV, PFS

With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.95 – $299.95 Learn More
Sale! SUCCESS SECRETS REVEALED
Call Me Before You Do Anything: The Art of Accounting
By Edward Mendlowitz, CPA

Over 150 lessons learned the hard way – so you don't have to.
$199.95 – $249.95 Learn More
IRA DANGER ZONES
Retirement Assets: Traps, Failures and Errors
By Seymour Goldberg, CPA, MBA, (Taxation) JD

The Many Practical Issues You Must Be Aware Of When Dealing with Retirement Assets
$85.00 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
TAX SEASON
How to Review Tax Returns: Updated & Expanded
Completely Updated 3rd Edition

Including the latest tax law changes, recent developments in procedures, and comments from over 1,000 tax professionals.

Still, the One and Only, Original No-Hassle Super-Simplified Seven-Step Tax Return Review System.
$335.00 – $355.00 Learn More
FORM 5329
Major Penalty Changes Involving Failure to Take Timely Required Minimum Distributions from Retirement Accounts (Including IRAs)
By Seymour Goldberg, CPA, MBA, (Taxation) JD

Webcast Lecture, with Commentary, Analysis and Study Guide
$45.00 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!"

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“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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