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. 5, May 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 as a Professional Member and attend all our Webinars free.  Click here for details.

Contents

   

What You Can Learn From Susan Boyle
Appearance matters, but you should learn to look beyond it.

*Keeping a Merger From Falling Apart
Develop a transition plan that addresses client and staff retention.

*Common Pitfalls in Ownership Distribution
Traditional distribution methods can lead to terrible results.

*Lay Off the Layoffs
Consider the alternatives before you let good people go.

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.

   

Buying Into an Accounting Practice? Kick the Tires First
Eleven questions to ask.

  

Is Your Marketing Program Working?
Five tips for measuring the value of marketing investments.

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.

   

Working With Delinquent Taxpayers
A potentially rewarding practice niche that requires some specialized skills.

   

What Clients Want
IOMA’s CPA Firm Client Satisfaction Survey.

   

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.

 

Sponsors 


Xpitax
Helps CPAs manage the tax
preparation process 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

 

CPAConnect

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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