Busy Season Planning Archives

Showing all 9 results

THE SPREADSHEET MANIFESTO
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
$249.95 – $295.00 Learn More
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
$99.95 – $149.95 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
~~$79.95~~ $49.97 Learn More
Sale! TOUGH QUESTIONS, SMART ANSWERS
101 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.
$199.97 – $219.94 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.
$149.95 – $195.95 Learn More
MARKETING TAX SERVICES
Marketing Tax Services
How to Build a Bigger, Stronger Tax Practice

The Who, What, When, Where, Why, and How for Delivering More Client Services and Making More Money
$189.95 – $229.95 Learn More
INSTANT DOWNLOAD
Tax Season Checklists: The 2021 Update
More than 250 pages of essential tools, tips & techniques, printable and customizable.

By Edward Mendlowitz, CPA, ABV, PFS

2021 BONUS: The Getting-Your-Affairs-in-Order Toolkit
$149.95 Learn More
ALL-NEW for 2020
How to Review Tax Returns: The Field-Tested Update
Covering the latest tax laws, recent developments in procedures, and incorporating the comments of more than 500 tax professionals.

The ORIGINAL No-Hassle Super-Simplified Seven-Step Tax Return Review System. Now three times bigger and better!
$259.95 – $289.95 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!‘”

“"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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Need help? Have a question? Please email our Customer Service Team here

Busy Season Planning

The Complete Guide to Marketing for Tax & Accounting Firms

The Idea Book for Accounting Firm Hiring Managers

Tax Season Opportunity Guide

The 30:30 Training Method

101 Questions and Answers: Managing an Accounting Practice, The Complete 2-Volume Set

Call Me Before You Do Anything: The Art of Accounting

Marketing Tax Services

How to Build a Bigger, Stronger Tax Practice

Tax Season Checklists: The 2021 Update

How to Review Tax Returns: The Field-Tested Update