CPA Trendlines

Integrated Models Attract Talent

Rick Telberg (Rory Henry) — Fri, 06 Nov 2026 17:00:22 +0000

Put your vision into practice.

By Michael Maksymiw, CPA CGMA MSA
The Holistic Guide to Wealth Management

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Rebecca Burnick: How to Turn Accountants Into Advisors | It’s Not Just the Numbers

Rick Telberg (Penny Breslin) — Fri, 06 Nov 2026 15:00:55 +0000

Building an advisory practice takes more than freeing up staff time. It requires a deliberate approach to client relationships, training, scope and technology.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

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By the Numbers: 10 Years of Private Equity in Accounting

Rick Telberg (CPA Trendlines Research) — Fri, 06 Nov 2026 04:57:21 +0000

DATABANK – From a handful of deals to hundreds a year

By CPA Trendlines Research

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Forensic Techniques Help Beat Fraud

Rick Telberg (Edward Mendlowitz) — Thu, 05 Nov 2026 17:00:32 +0000

BONUS: 11 services that create a “control culture.”

By Ed Mendlowitz
77 Ways to Wow!

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Scotty Scarano: Create Your Dream Career – And Make It Fun | Accounting Conversations

Rick Telberg (Center for Accounting Transformation) — Thu, 05 Nov 2026 15:00:48 +0000

Entrepreneurship, community, and a candid look at firm ownership reveal possibilities many never dream of.

Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation

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PE-Owned CPA Firms Surge into Advisory Buyouts

Rick Telberg (CPA Trendlines Research) — Thu, 05 Nov 2026 09:00:39 +0000

Consolidators scoop up tech, CFO services, insurance, AI engineering.

By CPA Trendlines Research

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PRO Tracker™: The Complete List, 621 Deals, 10 Year

Rick Telberg (CPA Trendlines Research) — Thu, 05 Nov 2026 08:45:55 +0000

SEARCH SORT, FILTER – Look up by firm acquired, private equity investor, CPA firm platform, or date.

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How to Spot and Stop Scope Creep

Rick Telberg (Jody Padar) — Wed, 04 Nov 2026 17:00:41 +0000

Everyone must know exactly what does and does NOT fall within the lines of scoped services.

By Jody Padar
Radical Pricing – By The Radical CPA

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Bissett Bullet: Don’t Fall at the First Hurdle

Rick Telberg (Martin Bissett) — Tue, 03 Nov 2026 17:00:58 +0000

Today's Bissett Bullet: “I told your person on the phone I was happy with what my accountant does. Good.”

By Martin Bissett
See more Bissett Bullets here

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Anne Napolitano: The Future of Accounting’s in Value, Not Time | The Disruptors

Rick Telberg (Liz Farr) — Tue, 03 Nov 2026 15:00:55 +0000

"The balance sheet is where all the bodies lie."

The Disruptors
With Liz Farr
For CPA Trendlines

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Zoho Freezes Raises as AI Costs Climb

Rick Telberg (CPA Trendlines Research) — Tue, 03 Nov 2026 13:26:13 +0000

Intuit, Sage, Xero grapple with 'bubblelicious' AI spending strategies.

By CPA Trendlines Research

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Eighteen Questions for Merger Candidates

Rick Telberg (Marc Rosenberg) — Mon, 02 Nov 2026 17:00:40 +0000

It’s time to get to know each other.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

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TwineBiller Launches in QuickBooks App Marketplace

Rick Telberg (CPA Trendlines Research) — Sun, 01 Nov 2026 09:00:11 +0000

To help accounting firms protect software billing margins

By CPA Trendlines Research

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What Do You Have to Show for Implementing AI? | Accounting Voices

Rick Telberg (Rob Brown) — Sat, 31 Oct 2026 14:00:47 +0000

Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow.

Accounting Voices
With Rob Brown

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Entrepreneurship’s Biggest Enemies: Procrastination and Questioning Advice Before You’ve Tried It

Rick Telberg (Jackie Meyer) — Fri, 30 Oct 2026 16:00:04 +0000

Your biggest enemies: procrastination and questioning advice before you’ve even tried it.

By Jackie Meyer

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Would Your Controls Hold Up Under Pressure? | Transformation Trends

Rick Telberg (Donny Shimamoto) — Thu, 29 Oct 2026 20:20:51 +0000

Strengthen cybersecurity by testing how approvals, access, and recovery plans work when routine business takes an unexpected turn.

Transformation Trends
By Donny Shimamoto
Center for Accounting Transformation

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Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights

Rick Telberg (Center for Accounting Transformation) — Thu, 29 Oct 2026 14:00:45 +0000

Context, verified sources, and human review remain essential as teams build AI tools.

Innovation Insights
With Donny Shimamoto and Liz Mason
Center for Accounting Transformation

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One Times Fees Is Only One Way to Acquire a Firm

Rick Telberg (Marc Rosenberg) — Wed, 28 Oct 2026 16:00:17 +0000

Do the math. You might be surprised.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

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New Guide Shows How Firms Build New Sales Tax Service Lines

Rick Telberg (CPA Trendlines Research) — Wed, 28 Oct 2026 15:00:11 +0000

New CPA Trendlines / Avalara playbook shows accountants don't need to be SALT specialists before they can help.

Download the guide: From Generalist to SALT-Savvy: How Accounting Practitioners Can Build Sales Tax Expertise That Wins Clients.

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Michael Annichine: Why Women’s Health Belongs in the Career Conversation | MOVE Like This

Rick Telberg (Bonnie Buol Ruszczyk) — Wed, 28 Oct 2026 14:00:40 +0000

Are women’s own healthcare needs being heard?

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

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On Hold with the IRS. On the Hook with Clients.

Rick Telberg (CPA Trendlines Research) — Wed, 28 Oct 2026 02:00:00 +0000

IRS shifts work to accountants with delays, dead phones, and employee departures.

By CPA Trendlines

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The 85/15 Formula for Partner Pay

Rick Telberg (Dom Esposito) — Tue, 27 Oct 2026 16:00:29 +0000

Five steps to implementing a plan.

By Domenick J. Esposito
8 Steps to Great

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Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors

Rick Telberg (Liz Farr) — Tue, 27 Oct 2026 14:00:35 +0000

Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door.

The Disruptors
With Liz Farr
For CPA Trendlines

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National Study Asks Accounting Professionals How Life Outside of Work Impacts Their Careers

Rick Telberg (CPA Trendlines Research) — Tue, 27 Oct 2026 10:13:44 +0000

Survey now open.

By CPA Trendlines

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Staying Isn’t Advancing: 2026 Accounting MOVE Project Finds Caregiving Is Quietly Stalling Accounting Careers

Rick Telberg (CPA Trendlines Research) — Tue, 27 Oct 2026 10:13:33 +0000

MOVE’s new research examines caregiving’s impact on careers and leadership pipelines and recognizes the 2026 Best Firms for Women and Equity Leadership.

By CPA Trendlines

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Holistic Financial Planning: A One-Two Punch of Value

Rick Telberg (Rory Henry) — Mon, 26 Oct 2026 16:00:55 +0000

A one-two punch of value.

By Rory Henry
The Holistic Guide to Wealth Management

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Grant Thornton-CBIZ Deal: $43 Million in Golden Parachutes

Rick Telberg (CPA Trendlines Research) — Mon, 26 Oct 2026 02:15:37 +0000

Under CEO Grisko, stock ran from $10 to $88. But that was before Marcum.

By CPA Trendlines

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John LaMancuso: K1x Bets $175 Million to Beat the K-1 Bottleneck

Rick Telberg (Seth Fineberg) — Sun, 25 Oct 2026 02:00:08 +0000

K1x is betting $175 million that AI can bring order to one of tax’s most stubborn bottlenecks.

By Seth Fineberg
For CPA Trendlines

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How Your Skills as an Accountant May be Undermining Your Firm’s Future | Accounting Voices

Rick Telberg (Rob Brown) — Sat, 24 Oct 2026 14:00:25 +0000

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42 Hot AI Firms Raise $1.23 Billion in New 2026 Funding

Rick Telberg (CPA Trendlines Research) — Sat, 24 Oct 2026 11:51:26 +0000

Wall Street places big money on both sides of the bet for and against accounting firms.

By CPA Trendlines Research

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How to Create Standout Teams

Rick Telberg (Anthony Zecca) — Fri, 23 Oct 2026 16:00:51 +0000

How to overcome roadblocks.

By Anthony Zecca
Leading from the Edge

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Jeane Hardy: Work You Don’t Track Could Be Holding You Back | It’s Not Just the Numbers

Rick Telberg (Penny Breslin) — Fri, 23 Oct 2026 14:00:42 +0000

Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

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Six Tasks Required for an Internal Audit

Rick Telberg (Edward Mendlowitz) — Thu, 22 Oct 2026 16:00:12 +0000

The six principal tasks required.

By Ed Mendlowitz
77 Ways to Wow!

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Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations

Rick Telberg (Center for Accounting Transformation) — Thu, 22 Oct 2026 14:00:46 +0000

Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.

Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation

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Explore the AI Future with The Disruptors, Every Tuesday

Rick Telberg (CPA Trendlines Research) — Thu, 22 Oct 2026 13:00:47 +0000

What will accountants do when AI does more of the accounting?

New episodes drop every Tuesday at noon. Watch or listen to the latest episode — or catch up today: https://cpa.click/Disruptors

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The Proper Merger Process in 21 Steps

Rick Telberg (Marc Rosenberg) — Wed, 21 Oct 2026 16:00:02 +0000

PLUS: The proper process in 21 steps.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

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Springline’s Tim Brackney: Expect Accounting Firm IPO | Big 4 Transparency

Rick Telberg (Dominic Piscopo) — Wed, 21 Oct 2026 14:05:38 +0000

“This isn’t a flash in the pan. This is an actual structural change in the profession.”

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

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Billions in Debt Decisions Dog CBIZ-Grant Thornton Deal

Rick Telberg (CPA Trendlines Research) — Wed, 21 Oct 2026 12:00:50 +0000

GT plans $2 billion in junk bonds at a steeper price than CBIZ was paying.

By CPA Trendlines Research

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What’s Your Return on Relationships?

Rick Telberg (Rory Henry) — Tue, 20 Oct 2026 16:00:00 +0000

Think about a return on relationships.

By Rory Henry
The Holistic Guide to Wealth Management

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Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors

Rick Telberg (Liz Farr) — Tue, 20 Oct 2026 14:00:23 +0000

Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.

The Disruptors
With Liz Farr
For CPA Trendlines