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Expanding Your Knowledge While Conserving
Your Time.
Vol. 7 No. 5, May 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 as a Professional Member and attend all our Webinars free. Click
here
for details.
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Contents |
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What You Can Learn From Susan Boyle
Appearance matters, but you should learn to look beyond it. |
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*Keeping a Merger From Falling Apart
Develop a transition plan that addresses client and staff retention. |
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*Common Pitfalls in Ownership Distribution
Traditional distribution methods can lead to terrible results. |
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*Lay Off the Layoffs
Consider the alternatives before you let good people go. |
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Technology: Is the Right Person in the Driver’s Seat?
In selecting a technology leader, technical skills aren’t that important. |
Making Mentoring Matter
The key to successful mentoring is to have a well-structured program from day one. |
Is it Safe to Raise Your Billing Rates?
A surprising number of firms are making double-digit increases. |
Portals Open Door to Better Client Service
Client portals make communications more convenient, more efficient, and more secure. |
Are Your Costs Going Up? Who Cares?
It is not the responsibility of customers to cover a seller’s costs. |
Creating a More Perfect Union
Partner unity is a key to success, but many firms don’t know how to create it. |
Don’t Let Your Clients Make You Sick
You may be “sick and tired” of your clients, but client service is going to be critical during the remainder of 2009. |
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Buying Into an Accounting Practice? Kick the Tires First
Eleven questions to ask. |
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Is Your Marketing Program Working?
Five tips for measuring the value of marketing investments. |
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A Tool for Building Trust
From the AICPA, a presentation on the economic crisis that you can use to attract new clients. |
To Get Ahead, Promote Yourself
If you don’t toot your own horn, who will? |
Recession Marketing and Sales
Creative strategies for hard times. |
Marketing Your Practice in a Down Economy
Marketing ideas that won’t break your budget. |
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Working With Delinquent Taxpayers
A potentially rewarding practice niche that requires some specialized skills. |
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What Clients Want
IOMA’s CPA Firm Client Satisfaction Survey. |
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Power Up Your Profits
In this month’s issue we present Chapter Nineteen—“Speaking Attracts More
Clients and Referrals”—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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Helps CPAs manage the tax preparation process
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
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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 | | |