The Shop at CPA Trendlines
PROFESSIONAL RESOURCES for PROFESSIONALS by PROFESSIONALS
• How-To Guides • Concise • Practical • Easy to Read • Full of Handouts, Checklists, Templates
Exclusive Information. Extraordinary Insight.
Showing all 60 results
-
Sale!
TOUGH QUESTIONS, SMART ANSWERS 101 Questions and Answers: Managing an Accounting Practice, The Complete 2-Volume Set
Complete Two-Volume Set
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$199.97 – $219.94 Learn More -
Sale!
TOUGH QUESTIONS, SMART ANSWERS 101 Questions and Answers: Managing an Accounting Practice, Volume 1
"Fantastic..!" "Wise..!" "Great reference..!"
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More -
Sale!
BEST-SELLER! 101 Questions and Answers: Managing an Accounting Practice, Volume 2
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More -
RUN with the BIG DOGS 8 Steps to Great
The practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.
By Domenick J. Esposito, CPA
$230.00 – $275.00 Learn More -
Sale!
SEIZE THE FUTURE Accountaneur: The Entrepreneurial Accountant
Mind-blowing insights into today's emerging opportunities
$149.97 – $169.94 Learn More -
Sale!
LATEST EDITION 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$195.00 Learn More -
SMART MARKETING Accounting Marketing 101 for Partners
A practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and CPA firms
$25.95 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 -
ACCELERATE YOUR RESULTS Business Development on a Budget – The Audio Series
The 25-Step Program for Building a Business Development Infrastructure in Your Accounting Firm
By Martin Bissett
$49.95 Learn More -
NEW 50-PART AUDIO SERIES Business Development on a Budget – The Handbook & Audio Series
The 25-Step Program for Building a Business Development Infrastructure in Your Accounting Firm.
PLUS: A 50-Part Self-Study Audio SeriesBy Martin Bissett
$149.95 – $189.90 Learn More -
Sale!
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.
$129.97 – $169.97 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
Featuring insights, best practices, and commentary from dozens of leading professionals and practitioners.
Plus: Five Secrets to Launching Your Own Cannabis Specialty
$99.50 Learn More -
BEST-SELLER CPA Firm Management & Governance
The Essential Managing Partner's Guide to Running a CPA Firm Like a Business
By Marc Rosenberg CPA
$155.00 – $230.00 Learn More -
EVERYTHING YOU NEED CPA Firm Mergers: Your Complete Guide
Your Complete Guide! With 152 pages of instructions, case studies, sample letters, checklists and worksheets.
$180.00 – $275.00 Learn More -
NEW at CPA TRENDLINES CPA Firm Partner Agreement Essentials
Marc Rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. With tables, charts, illustrations, case studies, and checklists. All in plain-English.
$180.00 – $275.00 Learn More -
TOP TRENDS & ANSWERS CPA Firm Partner Compensation: The Art and Science
The complete guide to balancing fairness, accountability, trends and controversies.
$180.00 – $275.00 Learn More -
SUCCESSION STRATEGIES CPA Firm Partner Retirement / Buyout Plans
The essential tool for revising, updating or creating new buyout agreements.
By Marc Rosenberg
$180.00 – $275.00 Learn More -
ALL NEW! EXPANDED! CPA Firm Retreats: The Do-It-Yourself Guide
Created for firms committed to making their next meeting a game-changer
$155.00 – $230.00 Learn More -
RECRUITING, RETENTION, DEVELOPMENT CPA Firm Staff: Managing Your #1 Asset
The Complete Guide for Managing Your #1 Asset
By Marc Rosenberg
$180.00 – $275.00 Learn More -
BEST SELLER! CPA Firm Succession Planning: A Perfect Storm
The roadmap for creating and implementing a succession plan.
$155.00 – $230.00 Learn More -
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 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
$175.00 – $215.00 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 -
WHAT EVERYONE SHOULD KNOW How CPA Firms Work: The Business of Public Accounting
The talent-development primer that explains how CPA firms work as a business
$155.00 – $230.00 Learn More -
THE ESSENTIALS How to Bring in New Partners
The complete guide for planning and structuring the process
$180.00 – $230.00 Learn More -
Sale!
MARKETING TAX SERVICES How to Build a Bigger, Stronger Tax Practice
The Who, What, When, Where, Why, and How for Delivering More Client Services and Making More Money
$149.97 – $174.94 Learn More -
CREATING the EFFECTIVE PARTNERSHIP How to Engage Partners in the Firm’s Future
The secrets every leader needs to know
$99.50 Learn More -
GUIDELINES & GUARDRAILS How to Operate a Compensation Committee
The complete guide to Compensation Committees for CPA firms
$155.00 – $230.00 Learn More -
BREAK the BOTTLENECKS How to Review Tax Returns
The No-Hassle Super-Simplified Seven-Step Tax Return Review System.
$249.95 – $299.45 Learn More -
FULL-LENGTH VIDEO How to Win the New Breed of Client
Inspiring. Informative.
$199.95 Learn More
Martin Bissett's 90-minute presentation to a worldwide meeting of accounting firm leaders.
Download the video today. -
GET WHAT YOU'RE WORTH Implementing Fee Increases
Ed Mendlowitz, “The Practice Doctor,” answers practitioners’ critical questions with sample client letters, checklists, and illustrative schedules.
FREE for PRO Members here. Not a PRO Member yet? Sign up here.
$95.00 Learn More -
Sale!
STREAMING WEBCAST Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast
How to Create the Roadmap for Your Firm's Growth The companion webinar to the handbook.
$49.50$37.97 Learn More -
CREATING THE EFFECTIVE PARTNERSHIP Leadership at its Strongest
What successful managing partners do
$99.95 Learn More -
INSTANT DOWNLOAD Making Mergers Work: Special Report [eBook]
Essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.
After the deal is done, and the celebrations end, the hard work begins
$199.50 Learn More -
NEXT-GEN LEADERSHIP Passport to Partnership
Sailing Through the Seven Cs to CPA Firm Leadership – The Personal Progress Plan & Workbook
By Martin Bissett
$197.95 Learn More -
VALUE BILLING MADE SIMPLE Price It Right
How to Value Accounting Services
By August J. Aquila
NEW STEP-by-STEP HANDBOOK FOR FIRMS OF EVERY SIZE
Add the PDF edition and start benefiting immediately with the instant download
$189.95 – $199.50 Learn More -
Sale!
THE ORIGINAL AUTHORITY Professional Services Marketing 3.0
Its evolution, its future, and how to thrive with it
$149.97 – $169.96 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.
$155.00 – $170.00 Learn More -
Sale!
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$150.00$99.50 Learn More -
Sale!
TALENT MANAGEMENT Sponsoring Women: What Men Need to Know
It's genius in its simplicity, and powerful in its practicality. Designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms. By Ida O. Abbott, J.D.
$159.95$99.97 Learn More -
THINK BIG, GET RESULTS Strategic Planning and Goal Setting for Results
The complete guide to successful planning
$155.00 – $230.00 Learn More -
NEW Take Your Firm to the Next Level: A Case Study
Win the Best Clients, Recruit and Retain Top People, and Increase Profitability
By August J. Aquila and Robert J. Lees
With checklists, sample worksheets, flowcharts, diagrams, tables, illustrations, and guides for group discussions.
$175.00 – $195.00 Learn More -
The CPA Trendlines Pathfinder Series Talent Development & Career Planning
Serious, pertinent topics and ideas accompanied by action-oriented self-assessments and workbook activities designed to inspire personal and professional development.
Free U.S. Shipping via Priority Mail
$195.00 Learn More -
INSTANT DOWNLOAD Tax Season Checklists
More than 66 essential tools, tips & techniques.
By Edward Mendlowitz, CPA, ABV, PFS
$199.95 Learn More -
NEW EBOOK OPTION Tax Season Opportunity Guide
27 Ways to Make More Money, Service Clients Better, and Have More Fun
$189.95 – $209.94 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
$79.95$49.97 Learn More -
Sale!
PRACTICE-PROVEN PROCESSES & PROCEDURES The 90-Day Marketing Plan for CPA Firms
How to Create the Roadmap for Your Firm's Growth
Step-by-step, week-by-week process and procedures guidebook.$199.95$149.97 Learn More -
POWERFUL, PROVEN SYSTEMS The Accountant’s Social Media Handbook
The new way to attract new clients, deliver amazing service, recruit and retain the best talent, and seize and manage new growth opportunities – in just minutes a day.
By Becky Livingston
$149.95 – $195.50 Learn More -
INSTANT CLASSIC The Accountant’s (Bad) Joke Book
Get yours today. Share it with friends. Be the life of the party! (Or not.)
$6.99 Learn More -
BUSY SEASON ESSENTIAL The Bradley Burnett 2018 Federal Tax Update
By Bradley Burnet, J.D., LL.M (Taxation)
THE NEW INDISPENSABLE TOOL FOR MAKING 2019 YOUR BEST TAX SEASON EVER
PDF eBook, 660 Pages
$295.00 Learn More -
INSTANT DOWNLOAD The Client Service Idea Book
Guidance, tips, strategies, tactics, real-life stories, and research data for driving client satisfaction, retention and new revenue
$49.95 Learn More -
THE SPREADSHEET MANIFESTO The Complete Guide to Marketing for Tax & Accounting Firms
The A-to-Z Program with Checklists, Samples, Step-by-Step Procedures, and Case Studies
By Sandi Leyva
$249.95 – $295.00 Learn More -
INSTANT DOWNLOAD The Idea Book for Accounting Firm Hiring Managers
Guidance, tips, strategies, tactics, real-life stories, and research data for recruiting, training and retaining the best talent.
$34.95 Learn More -
Sale!
INSTANT DOWNLOAD The Idea Book for Career Planning in Accounting
Guidance, tips, strategies, tactics, real-life stories, and research data — from finding a new job to succeeding in your career
$14.95$9.57 Learn More -
IMAGINE a NEW FUTURE The Radical CPA
New Rules for the Future-Ready Firm
By Jody Padar, CPA, MST – Auther of the NEW From Success to Significance: The Radical CPA Guide
The practice manual and professional manifesto for a new tomorrow.
Get the complimentary PDF preview
$195.00 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
– 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 checklistsFree Bonus: The Excel workbook that takes you through every step.
$175.00 – $195.00 Learn More -
NEWEST EDITION The Rosenberg Survey: National Study of CPA Firm Statistics
The leading compendium of CPA firm practice management benchmarks.
$500.00 – $600.00 Learn More -
UNLEASHING PARTNER SUPER-POWERS What Makes a Great Partnership
Just About Everything You Need to Know
$99.50 – $119.50 Learn More
By August J. Aquila -
THE KEYS TO SUCCESS What Really Makes CPA Firms Profitable?
The complete guide to maximizing profitability with updated benchmarks to rate your firm’s profitability.
$155.00 – $230.00 Learn More -
VALUE-BASED SELLING Winning Your First Client
Understanding Selling in Practice
By Martin Bissett
$24.95 Learn More