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Joined January 2009
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Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors: Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door.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
Staying Isn’t Advancing: 2026 Accounting MOVE Project Finds Caregiving Is Quietly Stalling Accounting Careers: MOVE’s new research examines caregiving’s impact on careers and leadership pipelines and recognizes the 2026 Best Firms for Women… dlvr.it/TW4Wg7 #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
Rick Telberg retweeted
The Proper Merger Process in 21 Steps: PLUS: The proper process in 21 steps.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
Go PRO for members-only access to more Marc Rosenberg. dlvr.it/TW0rrn #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
Rick Telberg retweeted
Tim Brackney: Scaling with Soul | 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 for members-only… dlvr.it/TW0mHz #CPA #tax #accounting
Rick Telberg retweeted
Grant Thornton Floats $2 Billion in Junk Bonds for CBIZ Takeover: GT to pay higher interest than the loans that crushed CBIZ.
By CPA Trendlines Research
Go PRO for members-only access to more CPA Trendlines Research. dlvr.it/TW0gRb #CPA #tax #accounting
Rick Telberg retweeted
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
Crossing the Chasm from CAS to Advisory: Client needs evolve with their businesses.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
Go PRO for members-only access to more Hitendra Patil. dlvr.it/TW47CM #CPA #tax #accounting
K1x Bets $175 Million to Beat the K-1 Bottleneck: K1x is betting $175 million that AI can bring order to one of tax’s most stubborn bottlenecks.
By Seth Fineberg
For CPA Trendlines
Go PRO for members-only access to more Seth Fineberg. dlvr.it/TW44WW #CPA #tax #accounting
Holistic Financial Planning: A One-Two Punch of Value: A one-two punch of value.
By Rory Henry
The Holistic Guide to Wealth Management
Go PRO for members-only access to more Rory Henry. dlvr.it/TW42MB #CPA #tax #accounting
Rick Telberg retweeted
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 retweeted
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 retweeted
What will accountants do when AI does more of the accounting?: Explore the next decade with CPA Trendlines’ Disruptors with Liz Farr.
New episodes drop every Tuesday at noon. Watch or listen to the latest episode — or catch up today:… dlvr.it/TW2SyN #CPA #tax #accounting
Rick Telberg retweeted
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
Rick Telberg retweeted
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
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
Rick Telberg retweeted
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 retweeted
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
