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Expanding Your Knowledge While Conserving
Your Time.
Vol. 7 No. 7, July 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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*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.
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*The End of the Recession--What Kind of Accounting Firm Will Emerge?
Bruce Marcus depicts major reformation of accounting firms.
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Why Accounting Firm Merger Talks Fail
Why 90 percent of all merger discussions fail. |
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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. |
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*How Clients React Emotionally to Your Bills
Clients experience three primary pricing emotions at various times throughout the purchasing cycle.
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How to Start Value Pricing
Thousands of firms price their services according to external value created rather than internal costs.
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Economic Crisis Resource Center
Memo from PCPS to firm leaders on cost-cutting: Avoid layoffs if possible.
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Dealing With Partnership Disputes
Partners are reluctant to leave because of fear that firms can't pay them out--and other causes of disputes.
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Why Engagement Letters Should Provide for Recovery of Attorneys' Fees
These provisions can often be used as leverage against the opposing party.
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Questions You Should Ask Job Applicants
A list of potential interview questions for knowledge workers, beginning with: "Tell me about a time when…"
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Soft Skills v. Technical Skills--Which are More Important for Accountants?
According to a survey, soft skills beat hard skills.
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The Relationship Between Partner and Manager
The major complaints by partners about managers.
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A Few Tips on How to Write Better
Deliver your messages with more clarity and brevity.
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Reallocating Partner Equity
Base reallocation on compensation history, and partner ratings and suggestions.
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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.
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How Marketing Professionals Can Remain Viable
What marketers must do to add value to their firms.
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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.
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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.
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Measuring CPA Leadership Effectiveness
An intuitive workflow and information automations
solution for the accounting profession
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
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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 | | |