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Expanding Your Knowledge While Conserving
Your Time.
Vol. 7 No. 4, April 2009
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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).
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Contents |
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*The Merger Picture in a Bad Economy
In these troubled times, what is the outlook for mergers of accounting firms? |
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Why CPA Firm Mergers Fail
It starts with the reasons they merge. But the right reasons don’t assure success. |
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Recession Strategies: What Some Firms are Doing
Actions that will make you a winner instead of a loser. |
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*The Millennial Generation Can Help During Tough Times
Cultivate the unique strengths of the Millennial generation. |
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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? |
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An Action Plan for Succession
A comprehensive guide to creating a formal succession plan. |
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Specialized Tax Services
Specialized tax services are the future of tax niches. |
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The Risk of Fragmented Job Responsibilities
How to avoid liability for tasks that fall through the cracks. |
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Using Sales Professionals
Interviews of sales professionals reveal how they operate. |
Stimulus Plan Offers Government Opportunities for CPAs
For small and large firms. |
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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
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Equips top associates with essential rainmaking
skills
CPA Firm Consultants in the Areas of Practice Management, Marketing and Human Capital
Merger and Transition Advisors Exclusively
Serving the National Accounting Community
Professional Liability Insurance for
Accountants.
One of the world’s
largest networks of large accounting firms
Building Business Value
Measuring CPA Leadership Effectiveness
An intuitive workflow and information automations
solution for the accounting profession
Helps CPAs manage the tax preparation process
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Directory of
Resources for Accounting Firms |
Published by CPA Leadership Institute,
Inc. |
Advisory Board for CPA Leadership Report |
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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 |
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Douglas H. Thompson, Jr., CPA
Alachua, FL
CEO, CPAmerica International |
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Irwin Friedman, CPA
Lincolnwood, IL
Chairman, The Friedman Group, LLC |
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Sally Glick
Livingston, NJ Chief Marketing Officer and Director of
Marketing Consulting Services for Sobel & Co. LLC. |
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Sam M. Allred, CPA
Helena, MT
Founder, Upstream Academy |
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Troy Waugh, CPA
Nashville, TN
CEO, Waugh & Co. |
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Rick Solomon, CPA
Stony Brook, NY
President, The Solomon Company |
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Chandra Bhansali, Ph.D.
Hauppauge, NY
Founder, AccountantsWorld.com |
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Richard A. Berkowitz
Miami FL Managing Director, Berkowitz, Dick, Pollack
& Brant |
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Chris Frederiksen, CPA
Mill Valley, CA Founder 2020 Group USA / Frederiksen & Company | | |