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home | CPA Leadership Report | Vol. 7 No. 7, July, 2009
 

 

 

Expanding Your Knowledge While Conserving Your Time.

Vol. 7 No. 7, July 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

   

*Update on Recession-Coping Tactics
A panel of CPA firm consultants discusses how firms are coping with staffing changes, compensation adjustments, and tactics for survival and growth.

*The End of the Recession--What Kind of Accounting Firm Will Emerge?
Bruce Marcus depicts major reformation of accounting firms.

Why Accounting Firm Merger Talks Fail
Why 90 percent of all merger discussions fail.

Case Study--On Scope of Engagement
A clear, defined scope of engagement, and staying within that scope, can protect you in a third-party lawsuit.

*How Clients React Emotionally to Your Bills
Clients experience three primary pricing emotions at various times throughout the purchasing cycle.

How to Start Value Pricing
Thousands of firms price their services according to external value created rather than internal costs.

Economic Crisis Resource Center
Memo from PCPS to firm leaders on cost-cutting: Avoid layoffs if possible.

Dealing With Partnership Disputes
Partners are reluctant to leave because of fear that firms can't pay them out--and other causes of disputes.

Why Engagement Letters Should Provide for Recovery of Attorneys' Fees
These provisions can often be used as leverage against the opposing party.

Questions You Should Ask Job Applicants
A list of potential interview questions for knowledge workers, beginning with: "Tell me about a time when…"

Soft Skills v. Technical Skills--Which are More Important for Accountants?
According to a survey, soft skills beat hard skills.

The Relationship Between Partner and Manager
The major complaints by partners about managers.

A Few Tips on How to Write Better
Deliver your messages with more clarity and brevity.

   

Reallocating Partner Equity
Base reallocation on compensation history, and partner ratings and suggestions.

  

How to Get Clients to Reveal Their Needs
How to uncover client concerns--and generate engagements and revenue. Developed by PricewaterhouseCoopers.

Review Client Engagements Before and After
A model for Before Action Reviews, and After Action Reviews--created at the U.S. Army's National Training Center.

  

How Marketing Professionals Can Remain Viable
What marketers must do to add value to their firms.

Accounting Marketers on a Roll
Twenty-one hot ideas from the Association for Accounting Marketing's (AAM) recent annual summit.

Networking Without Feeling Awkward
Social media sites offer the world's largest 24/7 networking event.

   

Power Up Your Profits
In this month's issue we present Chapter Twenty-one--"Online Marketing and Technology Consulting"--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 

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



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

 





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