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. 6, June 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

   

How the Strong Survive
Even when the economy is especially challenging, a good firm can surmount many obstacles that would topple a weak one.

*What Leaders Must Do Now
What effective leaders must do in the coming months.

The Accountable Accountant
Accountability is the essence of your success, especially in these trying times.

The Vision Thing
Accountants should view themselves as consultants.

*Recruiting Outside the Box
Innovative strategies for recruiting talented staff in a troubled economy.

*The Why and How of Partner Compensation
Communicating how distributions were computed, and why, can be more important than the actual computation.

What's New With Peer Review?
The AICPA's revised peer-review standards have far-reaching implications for reviewers as well as firms being reviewed.

Quantifying Leadership
How certain management practices correlate with CPA firm success.

Does Your Firm Know What You Do?
For managing partners and firm administrators, the answer is usually “no.”

Don't Call It Value Billing!
The bill comes after the fact.

Getting the Younger Generation On Board
Tips for attracting and retaining young staffers.

Recession's Impact on CPA Firms
Forty managing partners weigh in.

Don't Defer CPE Credits
Cutting back on CPE is probably the singularly worst strategy for CPAs in times like these.

   

Do You Have a Succession Game Plan?
A personal game plan is at the core of all good succession plans.

The State of Succession Planning
Many CPA firms still lack a formal succession plan, but there is significant “unofficial” progress.

   

Selling: What's Logic Got to Do With It?
Customers care more about emotional, fuzzy stuff than they do about value propositions.

Marketing Survival Guide
A back-to-basics plan that can save a marketer's job.

Is Your Marketing Program Stalled?
Eight ideas for jump-starting your marketing program.

A “Thoughtless” Approach to Marketing
Thought leadership is effective, but it's not for everyone.

   

Power Up Your Profits
In this month's issue we present Chapter Twenty — “Advertising, Publicity, and Brochures” — 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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Building Business Value
 

 


Measuring CPA Leadership Effectiveness

 

 

 

 

 

 

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