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Joined January 2009
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Rick Telberg retweeted
Jun 11
How to Price, Measure and Fund a Firm Built to Last: There are four numbers worth calculating before you decide anything.
By Hitendra Patil
Go PRO for members-only access to more Hitendra Patil. dlvr.it/TT0QR8 #CPA #tax #accounting
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Rick Telberg retweeted
Jun 11
Bissett Bullet: What Are Your Clients Working On?: Today's Bissett Bullet: “There is arguably as big an opportunity for many firms to generate more revenue from their existing client base as there is in seeking new business,… dlvr.it/TT08DG #CPA #tax #accounting
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Rick Telberg retweeted
Jun 11
The Skill That May Matter More Than Your CPA License | ARC: Connection, community, and trust create opportunities that credentials alone cannot.
Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting… dlvr.it/TT02KV #CPA #tax #accounting
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Rick Telberg retweeted
Jun 10
New Comment on 57% Say PE Threatens the CPA Brand. But They’ll Take the Money. by ROGER ROTOLANTE: the end of excellence, the end of ethics, and the end of the CPA as a trusted advisor. dlvr.it/TSyz91 #reader #feedback #buzz
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Rick Telberg retweeted
Jun 10
New Comment on 57% Say PE Threatens the CPA Brand. But They’ll Take the Money. by Frank Stitely: The CPA brand was already on life support with rules largely written in the 20th century. The barriers to entry shrank the pool of… dlvr.it/TSywds #reader #feedback #buzz
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Rick Telberg retweeted
Jun 7
Find the Right Advisory Opportunities Faster: Leading firms move from fishing to targeted.
By Eric Eager
10X Advisory
Go PRO for members-only access to more Eric Eager. dlvr.it/TSwbPN #CPA #tax #accounting
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Rick Telberg retweeted
Jun 7
Only Timely Advice Has Value: Four key elements for implementation.
By Hitendra Patil
Go PRO for members-only access to more Hitendra Patil. dlvr.it/TSwZx8 #CPA #tax #accounting
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Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors: Bookkeepers often feel less empowered than tax professionals.
The Disruptors
With Liz Farr
Go PRO for members-only access to more Liz Farr. dlvr.it/TT1lbw #CPA #tax #accounting
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Art Werner: Trump Accounts Launch July 4 | Quick Tax Tip: Trump Accounts for children launch on July 4, 2026.
Quick Tax Tip
With Art Werner
CPE Today
Go PRO for members-only access to more Art Werner. dlvr.it/TT1lPS #CPA #tax #accounting
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Rick Telberg retweeted
Jun 10
The Cost of Losing Clients: Yes, you can put a number on it, and it might be bigger than you expect.
By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention
Go PRO for members-only access to more August… dlvr.it/TSzPpb #CPA #tax #accounting
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Rick Telberg retweeted
Jun 10
Accounting Enrollment Surges as Profession Rebuilds Its Talent Pipeline: 56,000 new accounting majors since 2023.
By CPA Trendlines Research
Go PRO for members-only access to more CPA Trendlines Research. dlvr.it/TSzCDl #CPA #tax #accounting
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Rick Telberg retweeted
Jun 10
Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE Like This: Inclusion is far more personal and complex than most organizations assume.
MOVE Like This
With Bonnie Buol Ruszczyk
For… dlvr.it/TSz4Nc #CPA #tax #accounting
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Rick Telberg retweeted
Jun 11
GROWTH STRATEGIES: The Cost of Losing Clients: Yes, you can put a number on it, and it might be bigger than you expect.
By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention
Go PRO for… dlvr.it/TSzvV0 #Client #Growth #Marketing
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Rick Telberg retweeted
Jun 10
Bradley Burnett: ERC Trap Threatens Thousands of Taxpayers: While cases stall, the right to sue could expire. By CPA Trendlines Research Thousands of business taxpayers still battling Employee Retention Credit disallowances could… dlvr.it/TSywRk #CPA #tax #accounting
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Jun 12
Transform Client Lives with a Holistic Approach: Lead with the human first and match your expertise to those things that matter.
By Rory Henry
The Holistic Guide to Wealth Management
Go PRO for members-only access to more… dlvr.it/TT1Gj4 #CPA #tax #accounting
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Jun 12
Put an Accountability Chart in Play: Three questions to ask about each role
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
Go PRO for members-only access to more Jody Grunden. dlvr.it/TT1BPm #CPA #tax #accounting
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Rick Telberg retweeted
Jun 9
Four Ways to Measure Partner Potential: Your firm has a cultural blueprint. Read it.
By Martin Bissett
Passport to Partnership
Go PRO for members-only access to more Martin Bissett. dlvr.it/TSyRQg #CPA #tax #accounting
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Rick Telberg retweeted
Jun 9
CPA PE Deal Tracker™: 10 Years, 466 Deals: Top ten platforms take 52% of the deals.
By CPA Trendlines Research
Go PRO for members-only access to more CPA Trendlines Research. dlvr.it/TSyRHB #CPA #tax #accounting
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Rick Telberg retweeted
Jun 9
CPA PE Deal Tracker™: 57% Say PE Threatens the CPA Brand. But They’ll Take the Money.: Thirteen firms rolled up in May, 92 this year.
By CPA Trendlines
Go PRO for members-only access to more CPA Trendlines Research. dlvr.it/TSyPXv #CPA #tax #accounting
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Rick Telberg retweeted
Jun 9
Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors: When leaders neglect to delegate, chaos reigns.
The Disruptors with Liz Farr
Go PRO for members-only access to more Liz Farr. dlvr.it/TSy5h1 #CPA #tax #accounting
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