[CPA TRENDLINES]

RICK TELBERG'S "CPA TRENDLINES" IS MOVING...

rtelberg@baystreetgroup.com (Editor) — Wed, 16 Jan 2008 12:51:34 -0600

Click for www.cpatrendlines.com

After three years at the telberg.com address,
Rick Telberg's CPA Trendlines blog
is moving to a new domain, at
www.cpatrendlines.com.

Click here to go to THE NEW CPA TRENDLINES.

Reset your rss feed for the new address: http://cpatrendlines.com/feed/rss2/

Thanks to all our readers for your interest and support.
--- Rick Telberg / CPA Trendlines

EXECUTIVE PREVIEW: Fringe Benefits Choices

rtelberg@baystreetgroup.com (Editor) — Wed, 02 Jan 2008 00:56:00 -0600
Join the survey, get updated results.
Read the article: Rick Telberg/On Careers, "Benefits Packages: On the Fringe No More."
Email your comments.

RICK TELBERG / CPA TRENDLINES
Job Benefits: What Matters Most?
(Early data based on partial results, Aug. 16, 2007)

Join the survey, get updated results.
Read the article: Rick Telberg/On Careers, "Benefits Packages: On the Fringe No More."
Email your comments.

SURVEY RESULTS: Financial Planning Outlook

rtelberg@baystreetgroup.com (Editor) — Mon, 31 Dec 2007 12:19:21 -0600

Early results, based on 691 responses as of Dec 31, 2007.

Highlights:
-- CPAs expext 6%-7% average rate of return on investments.
-- Plan on more than 25 years in retirement.
-- Clients' biggest problem: Under-funded retirement accounts.
-- 56% of respondents provide retirement planning services.
-- 66% of CPAs comlain financial services providers are "too sales-oriented."
-- 86% of CPAs expect the profession to expand its PFP services.

Videos: Beyond the Click

rtelberg@baystreetgroup.com (Editor) — Sat, 29 Dec 2007 19:16:53 -0600

Hank Berkowitz of AICPA Media talks about "Beyond the Click," the research report that unlocks the secrets of B2B e-newsletter advertising.
Bay Street Group conducted the research and co-produced the report.

Click here for the free download of the report (PDF).

INTRODUCTION
At a time when overall spending on U.S. advertising is growing at just low single-digit rates, online advertising is growing at more than 20 percent a year and is expected to grow at a compounded annual growth rate of nearly 15 percent1 through 2010.

Yet, for all the promise that online advertising holds and for its increasing share of business-to-business marketing budgets it is still widely misunderstood, particularly in the highly competitive accounting and finance channel. CPAs are the trusted gatekeepers for millions of corporate finance departments, small businesses and high net worth individuals. Yet theyre highly elusive. Risk averse by nature, theyre much less tolerant of the hard sell than attorneys, doctors, architects, insurance and other influential professionals.

In essence, marketers must learn to get their messages to (and through) CPAs more effectively and they must also do a better job of understanding the unique characteristics of sponsored electronic newsletters ("e-newsletters"), particularly those reaching influential, time-pressed professionals. So, how do you sell effectively to influential professionals online who dont like to be sold to? Thats the impetus behind this report prepared by AICPA Custom Media Solutions and Bay Street Group Research.

How You Can Think Like a Visionary

rtelberg@baystreetgroup.com (Editor) — Thu, 01 Nov 2007 00:53:00 -0500

Unlock the creative energies of people around you.

by Rick Telberg

Anyone who thinks CPAs dont need to think outside the box probably isnt a CPA. From audit firms to finance departments, youre in a business. And any business, to remain a business, needs to grow and adapt.

Both growing and adapting demand creativitynew directions, new solutions, sometimes even solutions to problems so new that no one has even recognized them yet. Every finance or accounting organization, whether on the cusp of innovation or in the slough of the tried-and-true, can do something better.

And if you think your outfit cant do anything better, then you definitely have some thinking to do. Not just thinking but creative thinking.

Continue reading "How You Can Think Like a Visionary"