Rick Telberg

Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights: Context, verified sources, and human review remain essential as teams build AI tools. Innovation Insights With Donny Shimamoto and Liz Mason Center for… dlvr.​it/TW68vY #CPA #tax #accounting

New Guide Shows How Firms Build New Sales Tax Service Lines: 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… dlvr.​it/TW5y0P #CPA #tax #accounting

Grant Thornton-CBIZ Deal: $43 Million in Golden Parachutes: Under CEO Grisko, stock ran 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/TW3bP9 #CPA #tax #accounting

New Comment on Billions in Debt Decisions Dog CBIZ-Grant Thornton Deal by Timbuktoo: Accountants trying to play deal makers. Yuck. The debt service on those 10%+ junk bonds will strangle the value out of this investment. CBIZ… dlvr.​it/TW0xr0 #reader #feedback #buzz

Now streaming at CPA Trendlines: #Tax, #accounting and #CPA firms are the key to the profession's future. Ira Rosenbloom: M&A Money’s Easy – Culture Fit’s Hard | The Disruptors.. dlvr.it/TJpQg6

New Comment on Billions in Debt Decisions Dog CBIZ-Grant Thornton Deal by Frank Stitely: Welcome back to the 1990’s when pretty much all the consolidators except for CBIZ fell apart. dlvr.​it/TW0kyJ #reader #feedback #buzz

New Comment on Grant Thornton-CBIZ Deal: $43 Million in Golden Parachutes by Mark Gold: Jerry Grisko was instrumental in the growth and success of Cbiz. The Tax department was outstanding. CBIZ employees had huge resources at their… dlvr.​it/TW4nl8 #reader #feedback #buzz

One Times Fees Is Only One Way to Acquire a Firm: Do the math. You might be surprised. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. dlvr.​it/TW5WCN #CPA #tax #accounting

Michael Annichine: Women Aren’t Small Men – Why Women’s Health Belongs in the Career Conversation | MOVE Like This: The 2026 Accounting MOVE Project report examines how caregiving affects women’s careers. A newly released MOVE Like This… dlvr.​it/TW5QxS #CPA #tax #accounting

LEADERSHIP: Michael Annichine: Why Women’s Health Belongs in the Career Conversation | MOVE Like This: Are women’s own healthcare needs being heard? MOVE Like This With Bonnie Buol Ruszczyk For CPA… dlvr.​it/TW637T > cpa.​click/leaders #Practice #Management #Leadership

42 Hot AI Firms Raise $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… dlvr.​it/TW5Cms #CPA #tax #accounting

On Hold with the IRS. On the Hook with Clients.: IRS shifts work to accountants with delays, dead phones, and employee departures. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW53rW #CPA #tax #accounting

Is Your Best Accountant Holding Your Business Back? | Accounting Voices: Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow. … dlvr.​it/TW2sHr #CPA #tax #accounting

Distribute Net Profits in Five Easy Steps: Five steps to implementing a plan. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. dlvr.​it/TW4ml5 #CPA #tax #accounting

Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors: Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door. The Disruptors … dlvr.​it/TW4h4s #CPA #tax #accounting

National Study Asks Accounting Professionals How Life Outside of Work Impacts Their Careers: Survey now open. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW4WW7 #CPA #tax #accounting

Downsized IRS Walls Out Taxpayers, Tax Pros with Service Cuts: IRS shifts work to accountants with delays, dead phones, and employee departures. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW4Tk4 #CPA #tax #accounting

New Guide Shows How Firms Build New Sales Tax Service Lines: 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… dlvr.​it/TW4T4r #CPA #tax #accounting

Ten Great Reasons to Go PRO Today at CPA Trendlines, here: dlvr.it/Sq2JNL Get the PRO Member Advantage with Complimentary Welcome Gifts: 1 – Implementing Fee Increases: Learn More: dlvr.it/Sq2JNg 2 – The Client Service Idea Book:… dlvr.it/Sq2JP1

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