Research & Surveys Archives

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FORECAST & TRENDS
Gear Up for Growth: The Marketing Trends Manual for Accountants
COMPREHENSIVE NEW RESEARCH REPORT

Marketing and Business Development Strategies at Tax & Accounting Firms, Research Report

Exclusive new findings into what's working, why and for which firms.
$195.00 Learn More
GET THE EBOOK UPGRADE
Quantum of Paperless: The Partner’s Guide to Accounting Firm Optimization
32 quantum leaps to improve your accounting firm's productivity.

By Roman H. Kepczyk, CPA.CITP, CGMA

Now including the latest findings from the CPA Firm Management Association Information Technology Surveys.
$170.00 Learn More
NEWEST EDITION
The Rosenberg Survey: National Study of CPA Firm Statistics
The leading national compendium of CPA firm practice management benchmarks.

“THE barometer for CPA firm practice management.” – AccountingToday

NEW & UPDATED FOR 2020 PLANNING!
$500.00 – $600.00 Learn More

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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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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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“"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.”

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

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Research & Surveys

Gear Up for Growth: The Marketing Trends Manual for Accountants

Quantum of Paperless: The Partner’s Guide to Accounting Firm Optimization

The Rosenberg Survey: National Study of CPA Firm Statistics