A Must-Read Digest for Busy CPAs, reviewing important ideas from nationally published articles on CPA firm management and leadership
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Expanding Your Knowledge While Conserving Your Time.

Vol. 7 No. 4, April 2009

CPA Leadership Report offers the most comprehensive exploration of new ideas in the accounting world. It is a monthly review of the best management and leadership articles published in the accounting press, and includes electronic links to enable you to read the complete article if you need information beyond the scope of our reviews.

Accessing the articles below require a user name and password. But you can become familiar with CPA Leadership Report by reading the articles marked with an *.

Subscribe by clicking here (with the right to cancel at any time and have your full subscription fee returned).

Contents

   

*The Merger Picture in a Bad Economy
In these troubled times, what is the outlook for mergers of accounting firms?

Why CPA Firm Mergers Fail
It starts with the reasons they merge. But the right reasons don’t assure success.

Recession Strategies: What Some Firms are Doing
Actions that will make you a winner instead of a loser.

*The Millennial Generation Can Help During Tough Times
Cultivate the unique strengths of the Millennial generation.

Is the Recession an Opportunity to Eliminate Weak Performers?
If you have weak team members who should be fired, why are you waiting for an excuse?

CPA Firm Employment in the Recession
There has not been a significant reduction of jobs in CPA firms.

A Checklist for Growing the Practice
Don’t forget or neglect the basics. Use this list to develop your own.

Your Perception of Your Future Will Shape It
The profession will fundamentally change. How will you transform your firm?

Why CPA Firms Disdain Managing, and Why They Shouldn’t
A checklist for management initiatives that are essential to success.

*Find Out if You are a Good Manager
A 12-question checklist.

A Unique Collection Idea
Using an automatic bank wiring authorization form.

How to Find Mentors
Finding rare and precious people who “have it all together.”

Online Monitoring of Industries, Competitors, and Yourself
Tools for discovering what others are finding out about your firm.

Social Networking—The Why and the How
There has been a proliferation of articles on social networking. Should you participate?

   

An Action Plan for Succession
A comprehensive guide to creating a formal succession plan.

   

Specialized Tax Services
Specialized tax services are the future of tax niches.

   

The Risk of Fragmented Job Responsibilities
How to avoid liability for tasks that fall through the cracks.

  

Using Sales Professionals
Interviews of sales professionals reveal how they operate.

Stimulus Plan Offers Government Opportunities for CPAs
For small and large firms.

   

Power Up Your Profits
In this month’s issue we present Chapter Eighteen—“Newsletters Communicate to Sell”—from Power Up Your Profits, 2nd Ed., by Troy Waugh. This book covers principles, strategies, and techniques to help you build your practice by obtaining clients and building their businesses. We present one chapter per month, or you can order the book now at 888-797-RAIN (7246) or via mail@therainmakeracademy.com 

 

Sponsors 

 


The Rainmaker Academy
Equips top associates with essential rainmaking skills
 

Accountants Advisory Group
CPA Firm Consultants in the Areas of
Practice Management, Marketing
and Human Capital

 

Accounting Transition Advisors
Merger and Transition Advisors
Exclusively Serving the
 National Accounting Community


CPA Mutual
Professional Liability Insurance
for Accountants.


CPAmerica
One of the world’s largest networks of large accounting firms

Ran One

Building Business Value
 

Gatto Associates


Measuring CPA Leadership Effectiveness

 

 

 

XCM Solutions
An intuitive workflow and information automations solution for the accounting profession


Xpitax
Helps CPAs manage the tax
preparation process

 

Dan Shiffrin Communications

 

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

Firm Management

Financial Services

Consulting for CPA Firms

Increase Profitability

Workplace Assessments

Tax Return Preparation

Association of
 Accounting Firms

Sales Training

Work Flow Automation

Merger/Transition Advisors

Business Advisory

Practice Development

Writing & Research

Insurance

Practice Growth



Should your firm be listed here? 
If it should be, or you know of other qualified firms, call
(888) 406-0088

Publisher and
Editor-in-Chief:
 Joel Shiffrin

Managing Editor:
Daniel Shiffrin

Production Director:
Gary Schweinshaupt

Operations Director:
Angela Ruggiero

Director of Customer Service:
Stephanie Klug

Director of Program Development:
Lisa Keane

Douglas H. Thompson, Jr., CPA

Alachua, FL

CEO, CPAmerica International

Irwin Friedman, CPA

Lincolnwood, IL

Chairman, The Friedman Group, LLC

Sally Glick

Livingston, NJ
Chief Marketing Officer and Director of Marketing Consulting Services for Sobel & Co. LLC.

Sam M. Allred, CPA

Helena, MT

Founder, Upstream Academy

Troy Waugh, CPA

Nashville, TN

CEO, Waugh & Co.

Rick Solomon, CPA

Stony Brook, NY

President, The Solomon Company

Chandra Bhansali, Ph.D.

Hauppauge, NY

Founder, AccountantsWorld.com

Richard A. Berkowitz

Miami FL
Managing Director,
Berkowitz, Dick, Pollack & Brant

Chris Frederiksen, CPA

Mill Valley, CA
Founder 2020 Group USA / Frederiksen & Company

   © Copyright 2009 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited   




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