A Must-Read Digest for Busy CPAs, reviewing important ideas from nationally published articles on CPA firm management and leadership
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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 *.

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*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.  

 

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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

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