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Research & Surveys

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  • 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 2021 PLANNING!

    $500.00
    Learn More
  • 2020 UPDATE 

    Quantum of Paperless: Technology Guide & Checklist

    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.

    $149.95 – $179.95
    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

    $99.95
    Learn More
  • 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
  • LATEST EDITION 

    The Accounting Firm Operations and Technology Survey – for Firms of All Sizes

    Delivering critical decision-making data to firms of all sizes.

    By Randolph P. Johnston and Brian Tankersley

    Instant Download PDF eBook

    $295.00
    Learn More

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  • Marc Rosenberg
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  • Martin Bissett
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  • Randolph P. Johnston
  • Recommended
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  • Retention and Development
  • Roman Kepczyk
  • Sandi Leyva
  • Steven Sacks
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  • Technology & Operations
  • The Growth Partnership
  • The Virtual Firm

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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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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

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“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.”

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“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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