Vol. 7 No. 9, September 2009
CPA Leadership Report is the monthly review of the most important management and leadership articles in the accounting press. It includes electronic links to publishers' Websites, where you can find the original complete articles. Our editors review more than 35 publications every month.
Members of CPA Leadership Institute can access the reviews below. Non-members can become familiar with
CPA Leadership Report by reading the articles marked with an *.
Click here
to become a Premium member of CPA Leadership Institute or
here to read a description of our comprehensive benefits and extraordinary value. For example, members of our Professional program can attend all our Webinars at no cost.
|

|
|
|
|
*The Rosenberg Survey
Excerpts from the 2009 Rosenberg MAP Survey. (Source: The Rosenberg Associates, Ltd.)
|
|
*Management Failures in CPA Firms
Bill Reeb comments on management failures.
(Source: Public Practice E-News)
|
|
CPAs Getting Optimistic
If they aren't outright optimistic, they are at least less gloomy.
(Source: CPA Trendlines) |
|
Using Technology to Cut Costs
From renegotiating contracts to eliminating servers, and more.
(Source: Public Practice E-News) |
|
Succeeding in a Recession
A four-firm panel discussion at AICPA Practitioners Symposium on finding
opportunities in the recession.
(Source: Accounting Office Management & Administration Report)
|
Change--Don't Just Let it Happen
Some enlightened ideas about implementing changes in CPA firms.
(Source: Inspired Ideas)
|
Merger Checklist
If you don't get satisfactory answers to these questions, don't do the merger.
(Source: Partner Insights) |
*CPA Firm Benefits Trends
Studies on benefits changes made by CPA firms in the down economy.
(Source: Public Practice E-News)
|
Developing a Positive Culture
Being trained to be suspicious makes it difficult to be positive.
(Source: Possibilities for CPA Firm Leaders)
|
Performance Feedback Do's and Don'ts
Feedback should be based on facts. It should not be personal. And more.
(Source: CPA Trendlines)
|

| | |
What Clients Think of CPA's Fees
IOMA's CPA Firm Client Satisfaction Survey indicates that clients recognize
value when they see it--and they are willing to pay the price.
(Source: Accounting Office Management & Administration Report)
|
How to Use a Client Advisory Board
Why you should consider one, and how to do it right.
(Source: Inside Public Accounting)
|

|
|
|
|
Succession Planning Obstacles
Many founders and managing partners believe the firm would be nothing without
them. If that's true, what is it worth to a buyer?
(Source: Partner Insights)
|

| | |
Establishing a Selling Culture
You may be failing your clients if you don't "sell" them your services.
(Source: Public Practice E-News)
|
Don't Confuse Social Networking with Technology
Social networking is about people, not about technology.
(Source: Possibilities for CPA Firm Leaders) |
Should Firms Monitor Employees' Social Networking?
Survey shows employers think yes and employees think no.
(Source: CPA Practice Management Forum)
|
Does Your Firm Have an Identity Crisis
If it does, yours is just like every other firm.
(Source: Accounting Today) |
|

|
|
|
|
Power Up Your Profits
In this month's issue we present Chapter Twenty-three--"Listening for Dollars,
Talking for Dimes"--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.
|
| |
|
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 associations of large accounting firms
A Leading Association of Local CPA Firms
Building Business Value
Sponsor our E-Newsletter
CPA Leadership offers many email and website sponsorship opportunities. Learn more
here or contact
Angela Ruggiero. |
|
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
|
|
| |