Research & Surveys Archives

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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

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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Research & Surveys

The Rosenberg Survey: National Study of CPA Firm Statistics

Quantum of Paperless: Technology Guide & Checklist

Getting New Clients: New Research, New Strategies

Gear Up for Growth: The Marketing Trends Manual for Accountants

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