Technology & Operations Archives - CPA Trendlines

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IMAGINE a NEW FUTURE
The Radical CPA
New Rules for the Future-Ready Firm
By Jody Padar, CPA, MST
Author of From Success to Significance: The Radical CPA Guide and
the NEW! Radical Pricing – By The Radical CPA™

Price range: $149.50 through $195.00 Learn More
Sale! SEIZE THE FUTURE
Accountaneur: The Entrepreneurial Accountant
Mind-blowing insights into today's emerging opportunities
Price range: $149.97 through $169.94 Learn More
THE ROADMAP for the NEW FIRM
From Success to Significance: The Radical CPA Guide
The Practice-Proven Roadmap to a New Business Model for CPA Firms

By Jody Padar, CPA, MST
Author of the best-selling The Radical CPA and
the NEW! Radical Pricing – By The Radical CPA™
Price range: $175.00 through $215.00 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
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
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
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
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
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
3rd EDITION
What REALLY Makes CPA Firms Profitable?
By Marc Rosenberg, CPA, with Kristen Rampe, CPA

Third Edition
Including Bonus Toolkit
Price range: $305.00 through $445.00 Learn More
NEW! 2026 OUTLOOK
The 2025 Rosenberg MAP Survey | 27th Annual Edition
National Study of CPA Firm Statistics

Price range: $650.00 through $1,200.00 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!‘”

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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.”

“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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