Rick Telberg

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[Rick Telberg @CPA_Trendlines]

How to Create Standout Teams: How to overcome roadblocks.

By Anthony Zecca
Leading from the Edge

Go PRO for members-only access to more Anthony Zecca. dlvr.​it/TW2LKC #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

How A Medicare Long-Term Care Benefit Could Save Money, Improve Lives: Consultants ATI Advisory has developed a highly targeted Medicare home-based long-term care benefit that could lower costs while improving the lives of… dlvr.​it/TW2KfH ^@Howard_Gleckman #Tax #IRS #policy

[Rick Telberg @CPA_Trendlines]

New: In the News: October 23, 2026: This week’s In the News includes new AI tools for accounting and finance, tax updates, workplace trends, and more. We’re also sharing a new The Woodard Report Podcast episode on leadership and… dlvr.​it/TW2HB6 #woodard #tax #accounting

[Rick Telberg @CPA_Trendlines]

Jeane Hardy: Work You Don’t Track Could Be Holding Your Firm Back | It’s Not Just the Numbers: Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth.

It's Not Just the Numbers
… dlvr.​it/TW2Fnt #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

Grant Thornton Payday: $22 Million for CBIZ CEO Grisko: Under Grisko, stock runs up from $10 to $88. But that was before Marcum.

By CPA Trendlines

Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW237S #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices: Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively.

Accounting Voices
With Rob Brown

Go PRO for… dlvr.​it/TVy7RD #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

What’s Your Return on Relationships?: Think about a return on relationships.

By Rory Henry
The Holistic Guide to Wealth Management

Go PRO for members-only access to more Rory Henry. dlvr.​it/TW05FN #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors: Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.

The Disruptors
With Liz Farr
For CPA Trendlines

Go PRO for… dlvr.​it/TW00Cx #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

The 42 AI Firms with $1.​23 Billion in New 2026 Funding: Wall Street places big money on both sides of the bet for and against accounting firms.

By CPA Trendlines Research

Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TVzv81 #CPA #tax #accounting

[Charly Wargnier ♨️ @DataChaz]

me when people ask about the current state of AI:

[Rick Telberg @CPA_Trendlines]

Ten Great Reasons to Go PRO Today at CPA Trendlines, here: https://t.co/rLsYJk6Acs

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[Rick Telberg @CPA_Trendlines]

New: AICPA and AIUC Introduce New AI Assurance Program: The American Institute of Certified Public Accountants (AICPA) and Artificial Intelligence Underwriting Company (AIUC) have announced a new joint assurance offering designed to… dlvr.​it/TW1jwM #woodard #tax #accounting

[Rick Telberg @CPA_Trendlines]

Six Tasks Required for an Internal Audit: The six principal tasks required.

By Ed Mendlowitz
77 Ways to Wow!

Go PRO for members-only access to more Edward Mendlowitz. dlvr.​it/TW1bvM #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

New: Three Kinds of Firm Data Worth Capturing: Your firm’s business model is built on the answers to three questions: who you serve, what you sell them, and how you deliver it. When it comes to data insights, most accounting firms can… dlvr.​it/TW1YQX #woodard #tax #accounting

[Rick Telberg @CPA_Trendlines]

Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations: Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family.

Accounting Conversations
With… dlvr.​it/TW1WVt #CPA #tax #accounting

[IsDown.app - Is it down for everyone? @isdownapp]

Is ActiveCampaign down for you?

🚨 Users are reporting problems with ActiveCampaign #activecampaigndown. Repost if you are having issues.

Check https://t.co/WJfn9t3g3f for updates.

[Rick Telberg @CPA_Trendlines]

How to Review Tax Returns: Updated & Expanded.
Completely Updated 3rd Edition.
By Edward Mendlowitz, CPA, ABV, PFS, and Andrew D. Mendlowitz.
The original best-selling No-Hassle Super-Simplified Seven-Step Tax Return Review System is now bigger and better.. #TaxReturns #CPA

[Rick Telberg @CPA_Trendlines]

The Six-Stop Road Map to Your Freedom Formula: Here’s an action plan for your own journey.

By Jackie Meyer

Go PRO for members-only access to more Jackie Meyer. dlvr.​it/TVxbXG #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

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

Go PRO… dlvr.​it/TW1J74 #CPA #tax #accounting

[Rick Telberg @CPA_Trendlines]

Trent Yesberg: How AI Re-Builds Accounting Firms | It’s Not Just the Numbers: Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a… dlvr.​it/TVxWKL #CPA #tax #accounting