CPA Trendlines

How to Cultivate Holistic Wealth

Rick Telberg (Jackie Meyer) — Thu, 03 Sep 2026 16:00:30 +0000

A deep dive into the SHiFT framework.

By Jackie Meyer

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AI Isn’t Erasing Tax Careers. It’s Rewriting Them | ARC

Rick Telberg (Center for Accounting Transformation) — Thu, 03 Sep 2026 14:00:47 +0000

Firms must build new pathways that develop reviewers, judgment and client-facing skills.

Accounting ARC
With Donny Shimamoto, Liz Mason, and Byron Patrick
Center for Accounting Transformation

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The Hidden Factory in Accounting: Why Rework Is Quietly Eating Your Capacity

Rick Telberg (William Englehaupt) — Wed, 02 Sep 2026 16:00:06 +0000

The question firm leaders often ask is simple: Where did the capacity go?

By William Englehaupt

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Thirteen Reasons Why Accounting Firms Merge

Rick Telberg (Marc Rosenberg) — Wed, 02 Sep 2026 15:45:30 +0000

Check your motivation, then create your strategy.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

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Lynnette Oss Connell: Quitting Is No Way to Manage Burnout | The Disruptors

Rick Telberg (Liz Farr) — Wed, 02 Sep 2026 14:01:42 +0000

Burnout Is Not a Personal Failure. It’s a Nervous System Signal

The Disruptors
With Liz Farr
For CPA Trendlines

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Leah Yoneda: Stop Mistaking Networking for Business Development | MOVE Like This

Rick Telberg (Bonnie Buol Ruszczyk) — Wed, 02 Sep 2026 14:00:28 +0000

Sustainable growth comes from building trust—not collecting contacts or following sales scripts.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

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Beyond Tax: The Compliance Stack Modern Firms Need

Rick Telberg (CPA Trendlines Research) — Tue, 01 Sep 2026 15:00:44 +0000

The same services that deepen client relationships can create new risks unless firms establish clear procedures and accountability.

By Nellie Akalp
CorpNet.com

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CBIZ Told Grant Thornton No, No, No, Before Saying Yes

Rick Telberg (CPA Trendlines Research) — Tue, 01 Sep 2026 11:55:46 +0000

But CBIZ Was Already Looking for a Way Out When Grant Thornton Called.

By CPA Trendlines Research
Special Report

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Fatal Attraction: How the Marcum Deal Set Up CBIZ for the Grant Thornton Takeover

Rick Telberg (CPA Trendlines Research) — Mon, 31 Aug 2026 10:57:20 +0000

Growth Stalls, Stock Falls, GT Moves In.

By CPA Trendlines Research

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Shelly Weir: Florida CPAs Save Their Licenses. For Now | Gear Up for Growth

Rick Telberg (Jean Marie Caragher) — Fri, 28 Aug 2026 16:30:50 +0000

FICPA CEO Shelly Weir says the profession survived its most serious deregulation fight yet. The threat isn’t confined to Florida.

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With Jean Caragher
For CPA Trendlines

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$55 a Share: Who Won, Who Lost in CBIZ’s 29-Year Rollup

Rick Telberg (CPA Trendlines Research) — Fri, 28 Aug 2026 11:57:18 +0000

For Marcum partners, it's complicated.

By CPA Trendlines Research

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CBIZ: Spanning 2 Rollup Eras in 2 Centuries

Rick Telberg (CPA Trendlines Research) — Fri, 28 Aug 2026 11:42:25 +0000

CBIZ, once known as Century Business Services, started with a “rapacious appetite" for acquisitions. Now it's the appetizer.

By CPA Trendlines Research

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Grant Thornton Flexes PE Muscle in CBIZ Deal

Rick Telberg (CPA Trendlines Research) — Thu, 27 Aug 2026 16:34:30 +0000

The best balance sheet wins.

By CPA Trendlines Research

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Blake Carroll: The CPA Exam Isn’t Testing How Smart You Are | Accounting Conversations

Rick Telberg (Center for Accounting Transformation) — Thu, 27 Aug 2026 10:00:58 +0000

PwC consultant and CPA exam coach says success depends less on being the smartest person in the room and more on managing time, building effective habits, and continuing after setbacks.

Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation

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CPA PE Deal Tracker™: The Consolidator Gets Consolidated

Rick Telberg (CPA Trendlines Research) — Wed, 26 Aug 2026 10:57:47 +0000

The month culminates with $5-billion CBIZ-Grant Thornton deal as flow drops 47%.

By CPA Trendlines Research

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Erin Pohan: How to Help Your Clients Understand Accounting | The Disruptors

Rick Telberg (Liz Farr) — Tue, 25 Aug 2026 14:00:07 +0000

Connect with your clients: "You're an entrepreneur, I'm an entrepreneur."

The Disruptors
With Liz Farr

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Rillet’s Raise: Betting $100 Million on Fewer Accountants

Rick Telberg (CPA Trendlines Research) — Mon, 24 Aug 2026 08:51:07 +0000

$1 Billion Valuation Puts AI at the Center of Accounting’s Next Software War

By CPA Trendlines Research

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David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA

Rick Telberg (Jackie Meyer) — Mon, 24 Aug 2026 08:26:04 +0000

Solo 401(k)s let you think beyond retirement.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

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Five Ways to Evaluate Your Leadership Team

Rick Telberg (Anthony Zecca) — Fri, 21 Aug 2026 16:00:34 +0000

Not just once, either.

By Anthony Zecca
Leading from the Edge

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Jim Metzler: Why the Profession’s Best Are Walking Away from Partnership | Gear Up for Growth

Rick Telberg (Jean Marie Caragher) — Fri, 21 Aug 2026 14:30:55 +0000

Firms, not candidates, are to blame for a generation of superstars declining the summons, says Jim Metzler.

Gear Up for Growth
with Jean Caragher

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Can Gen Z and Boomers Speak the Same Business Language? | ARC

Rick Telberg (Center for Accounting Transformation) — Thu, 20 Aug 2026 16:30:57 +0000

As workplace language evolves, effective professionals know their audience and adapt their message.

Accounting ARC
With Byron Patrick, Donny Shimamoto and Liz Mason
Center for Accounting Transformation

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It’s Time to Toss Timesheets

Rick Telberg (Jody Padar) — Thu, 20 Aug 2026 16:00:04 +0000

Five reasons why.

By Jody Padar
Radical Pricing – By The Radical CPA

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PE Already Knows Your Price. Do You?

Rick Telberg (Hitendra Patil) — Thu, 20 Aug 2026 04:55:40 +0000

Build a better business the PE way.

PE DEAL READY: Buy now | Learn more

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Why “Busy” Is the Wrong Productivity Metric in Accounting

Rick Telberg (William Englehaupt) — Wed, 19 Aug 2026 16:00:30 +0000

Many firms get planning assumptions wrong.

By William Englehaupt

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Shannon Stone-Winding: The Workforce Was Built for a Life That No Longer Exists | MOVE Like This

Rick Telberg (Bonnie Buol Ruszczyk) — Wed, 19 Aug 2026 14:00:14 +0000

As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process.

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

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Mandy Gallagher: Caregiving Isn’t a Side Issue – It’s a Workforce Issue | MOVE Like This

Rick Telberg (Bonnie Buol Ruszczyk) — Wed, 19 Aug 2026 14:00:03 +0000

“Flexibility should be used as a tool for success. It shouldn't be the exception.”

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With Bonnie Buol Ruszczyk
For CPA Trendlines Research

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Understand Clients’ Relationship with Money

Rick Telberg (Rory Henry) — Mon, 17 Aug 2026 18:21:46 +0000

Start with which of four “money scripts” they follow.

By Rory Henry
The Holistic Guide to Wealth Management

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Randy Johnston: Accounting’s Brave New World of MCPs | The Disruptors

Rick Telberg (Liz Farr) — Mon, 17 Aug 2026 10:30:38 +0000

If MCPs are the infrastructure, agentic AI is the workforce.

The Disruptors
With Liz Farr

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Accounting Internships Need an Upgrade || Gear Up for Growth

Rick Telberg (Jean Marie Caragher) — Fri, 14 Aug 2026 02:39:56 +0000

Koziel Calls for a New CPA Firm Model.

Gear Up for Growth
with Jean Caragher
for CPA Trendlines

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Accounting Internships Need an Upgrade || Gear Up for Growth

Rick Telberg (Center for Accounting Transformation) — Thu, 13 Aug 2026 14:10:31 +0000

As AI handles more routine work, how do young accountants develop judgment, communication and leadership?

Accounting ARC
With Donny Shimamoto and Liz Mason
Center for Accounting Transformation

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The Top Tip for Reviewing Tax Returns

Rick Telberg (Edward Mendlowitz) — Wed, 12 Aug 2026 15:58:20 +0000

What would you say?

By Ed Mendlowitz
202 Questions and Answers: Managing an Accounting Practice

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Can a Service Center Model Solve Audit Staffing Shortages?

Rick Telberg (Alan Anderson) — Mon, 10 Aug 2026 15:57:47 +0000

Providing superior client service eliminates the perception of audit as a commodity.

By Alan Anderson, CPA
Transforming Audit for the Future

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Analyze Your Firm to Keep It Current

Rick Telberg (August J. Aquila) — Sun, 09 Aug 2026 15:55:34 +0000

Does everyone have the same vision?

By August J. Aquila
Price It Right: How to Value Accounting Services

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What Relevance Means for Staffing in Accounting

Rick Telberg (Marc Rosenberg) — Sat, 08 Aug 2026 15:59:33 +0000

Seventeen ways to improve.

By Marc Rosenberg
CPA Firm Staff: Managing Your #1 Asset

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Implement These Two Daily Rituals

Rick Telberg (Sandi Smith Leyva) — Sat, 08 Aug 2026 15:55:56 +0000

BONUS: Lists to help you focus and measure.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

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Bissett Bullet: A.C.C.O.U.N.T.S.

Rick Telberg (Martin Bissett) — Sat, 08 Aug 2026 15:55:45 +0000

Today's Bissett Bullet: “A pipeline is essentially a list of people we would like to bring value to, but how can we use it to forecast new business?”

By Martin Bissett
See more Bissett Bullets here

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Perception, Even Your Own, Is Reality

Rick Telberg (Martin Bissett) — Fri, 07 Aug 2026 15:55:17 +0000

You have to believe in yourself.

By Martin Bissett
Business Development on a Budget

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Aynsley Damery: Learn the Early Warning Signs That Can Point to Business Failure | The Disruptors

Rick Telberg (Liz Farr) — Thu, 06 Aug 2026 16:44:41 +0000

Scaling models that work for large firms don't necessarily translate to small businesses.

The Disruptors
With Liz Farr

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Rachel Farris: The CPA Career Nobody Talks About | ARC

Rick Telberg (Center for Accounting Transformation) — Thu, 06 Aug 2026 14:00:59 +0000

The next generation is blending entrepreneurship, AI, and advisory into careers that barely existed a few years ago.

Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

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Don’t Take on Audits in an Industry You Don’t Understand

Rick Telberg (Alan Anderson) — Wed, 05 Aug 2026 15:57:00 +0000

Don’t try to wear too many hats. Pick your specialty area and become a guru.

By Alan Anderson, CPA
Transforming Audit for the Future