Recommended Archives - CPA Trendlines

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VALUE-BASED SELLING
Winning Your First Client – And Your Next
Understanding Selling in Practice

By Martin Bissett
$39.50 Learn More
NEW HANDBOOK
SEO for CPAs: The Accountant’s Handbook
Get found organically: The best and most trusted way to be found online.

By Becky Livingston
Author of the best-selling Accountant’s Social Media Handbook (Learn more here).

Turn your website into Google-ranking gold.
With illustrated examples, step-by-step instructions, and handy checklists.
Get started today with the instant download eBook
$95.00 Learn More
Sale! REAL-LIFE SOLUTIONS
Take Your Firm to the Next Level: A Case Study
Win the Best Clients, Recruit and Retain Top People, and Increase Profitability

By August J. Aquila and Robert J. Lees

With checklists, sample worksheets, flowcharts, diagrams, tables, illustrations, and guides for group discussions.
Price range: $134.97 through $154.97 Learn More
THE WORKFLOW MANIFESTO
The Relentless CPA
The New 21st-Century System for Driving Success at Tax and Accounting Firms

By Frank Stitely, CPA, CVA
Author of TurboCharge Your Profits

– Transform your firm into a profit machine.
– For firms of all sizes
– Make more money with less effort.
– Work smarter, not harder.
– Step-by-step procedures, worksheets, and checklists

Free Bonus: The Excel workbook that takes you through every step.
Price range: $125.95 through $149.95 Learn More
THE STEP-BY-STEP SUCCESS MANUAL
CPA Firm Growth: Keys to Practice Development
The Comprehensive New Guide for Getting Great Clients and Rapidly Growing Revenues

By Marc Rosenberg, CPA, Jeffrey S. Pawlow, and Charles Hylan, CPA
Price range: $305.00 through $350.00 Learn More
ESSENTIAL & COMPREHENSIVE
The Role of the Managing Partner
The Definitive Guide to CPA Firm Leadership

By Marc Rosenberg, CPA, with Kristen Rampe, CPA

The comprehensive handbook and how-manual to building a thriving, growing, and profitable accounting business. With checklists, sample forms, step-by-step procedures, real-world case studies, and insights from dozens of the nation's leading CPA firm CEOs.
Price range: $305.00 through $445.00 Learn More
NEW EBOOK OPTION
Tax Season Opportunity Guide
27 Ways to Make More Money, Service Clients Better, and Have More Fun
Price range: $195.00 through $215.00 Learn More
THE NEW HOW-TO GUIDE
Getting New Clients: New Research, New Strategies
Chief Author Sandi Leyva, Accountants Accelerator, with CPA Trendlines Research

Purchase today, get the instant download PDF eBook
$19.95 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
Price range: $189.95 through $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
Sale! FULL-LENGTH VIDEO
How to Win the High-Value Client
Inspiring. Informative.
Martin Bissett's 90-minute presentation to a worldwide meeting of accounting firm leaders.
Download the video today.

Original price was: $199.95.Current price is: $99.97. Learn More
THE BIG PIVOT
Building the Virtual CFO Firm in the Cloud
Our Journey Growing from $500,000 to $5 Million in 10 Years – By Changing the Way People Think about Accounting

By Jody Grunden, CPA

The True-Life Case-Study Handbook for Building a Totally Work-from-Anywhere Accounting Firm Delivering High-Value CFO Services.
Price range: $275.00 through $295.00 Learn More
THRIVE in DISRUPTION
The NEW Fundamentals: Practical Guidance for Today’s Accounting Firms
By Steven E. Sacks, CPA

The NEW practice management handbook with time-tested tried-and-true strategies for growth and profit.
Price range: $275.00 through $295.00 Learn More
GET WHAT YOU'RE WORTH
Implementing Fee Increases
By Ed Mendlowitz

The Practice Doctor” answers practitioners’ critical questions with sample client letters, checklists, and illustrative schedules.

FREE for PRO Members here.
Not a PRO Member yet? Sign up here.
$95.00 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
Price range: $275.00 through $295.00 Learn More
PRO-MEMBER BENEFIT
Making Mergers Work: Special Report [eBook]
Essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.

After the deal is done, and the celebrations end, the hard work begins.

FREE for PRO Members!
$99.95 Learn More
SPECIAL REPORT
Cannabis: CPA Trendlines Special Report
Case Studies, Top Trends, and Exclusive Insights from the Frontlines of Today’s Hottest New Niche

Insights, best practices, and commentary from dozens of leading professionals and practitioners.

Plus: Five Secrets to Launching Your Own Cannabis Specialty

$49.95 Learn More
Dollars & Sense
CPA Firm Partner Compensation: The Art and Science
The complete guide to balancing fairness, accountability, trends and controversies.
Price range: $305.00 through $350.00 Learn More
SUCCESSION STRATEGIES
CPA Firm Partner Retirement / Buyout Plans
The essential tool for revising, updating or creating new buyout agreements.

By Marc Rosenberg
Price range: $305.00 through $350.00 Learn More
NEW EDITION
How to Bring in New Partners: The Guide for Firms and Future Partners
Fully Updated and Expanded

By Marc Rosenberg, CPA

Plus: Bonus Toolkit with Customizable Practice Aids
Price range: $305.00 through $445.00 Learn More
NEW HANDBOOK
Leading from the Edge – Growth Handbook with Bonus Toolkit
Creating a Standout, High-Performing Organization

The new handbook for adapting to change, seizing new opportunities, and driving success.

By Anthony Zecca

PLUS – Bonus Downloadable Eight-Piece Toolkit at No Additional Charge
Price range: $339.95 through $359.95 Learn More
FROM CAS TO CASH
Client Accounting Services: The Definitive Success Guide
The Why, What, and How of CAS

By Hitendra R. Patil

More than 300 pages of ideas, insights, tips, tricks, and best practices for your CAS success

PLUS – Bonus Downloadable Toolkits (Included FREE with every order)
Price range: $439.95 through $459.95 Learn More
NEWLY UPDATED and EXPANDED
CPA Firm Mergers: Your Complete Guide (2nd Edition)
Your Complete Guide to How Mergers REALLY Work

New Second Edition: Updated and Expanded. Three New Chapters. New Bonus Toolkits.

By Marc Rosenberg CPA

Price range: $305.00 through $445.00 Learn More
THE DO'S & DON'T'S
CPA Firm Partner Agreement Essentials
Marc Rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. With tables, charts, illustrations, case studies, and checklists. All in plain-English.
Price range: $305.00 through $350.00 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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“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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