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Retention and Development

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  • HOW TO HERD CATS 

    Effective Partner Relations and Communication

    The complete guide to effective communication within CPA firms

    $155.00 – $230.00
    Learn More
  • THE BIG PIVOT 

    NEW! 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.

    $275.00 – $295.00
    Learn More
  • Sale! NEXT-GEN LEADERSHIP 

    Bridging the Gap

    Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

    By 14 of the profession's top experts

    Start benefiting immediately with the PDF eBook instant download

    $99.97 – $119.47
    Learn More
  • Sale! https://cpatrendlines.com/shop/call-me/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
  • 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.

    $179.95 – $199.95
    Learn More

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TOPICS, TITLES & AUTHORS

  • 8 Steps to Great
  • Accounting Firm Operations and Technology Survey
  • Anthony Glomski
  • August J. Aquila
  • Becky Livingston
  • Bonus Downloads
  • Brian Tankersley
  • Bruce Marcus
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  • Buying Guide
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  • Charles Hylan
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  • Client Service & Retention
  • Dan Hood
  • Digital Option
  • Digital product
  • Domenick J. Esposito
  • Ed Mendlowitz
  • Featured Products
  • Frank Stitely
  • Growth & Profitability
  • High-Net-Worth
  • Hitendra R. Patil
  • Jean Caragher
  • Jeff Pawlow
  • Jody Grunden
  • Jody Padar
  • Kristen Rampe
  • Leadership & Strategy
  • Management & Talent Development
  • Marc Rosenberg
  • Marketing
  • Martin Bissett
  • Mergers & Succession
  • Partners & The Partnership
  • Partnership
  • Pay & Compensation
  • Personal Financial Planning
  • Randolph P. Johnston
  • Recommended
  • Research & Surveys
  • Retention and Development
  • Roman Kepczyk
  • Russ Alan Prince
  • Sandi Leyva
  • Steven Sacks
  • Tax Practice
  • Technology & Operations
  • The Growth Partnership
  • The Virtual Firm

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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CUSTOMER SERVICE & SUPPORT
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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.”

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“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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