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. 10, October 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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*What CPAs Can Learn From Law Firms' Mistakes
CPA firms should understand where law firms went wrong so they don't make the same mistakes.
(Source: Partner's Report)

Learning to Lead
The capacity to learn and adapt is absolutely crucial.
(Source: CPA Trendlines)

The Purpose-Driven Retreat
The "impact" retreat takes a firm away from the familiar to explore new potentials.
(Source: Partner Insights)

Top 3 Leadership Skills in a Recession
They are: Doing more with less, motivating the work force, and pursuing growth opportunities.
(Source: CPA Success)

Six Ways to Motivate Your Workforce
Professional motivators for changing times.
(Source: Inspired Ideas)

Work Smarter, Not Harder
How one firm uses Lean Six Sigma to do more with less.
(Source: CPA Practice Management Forum)

*Take Your Clients' Advice
Client advisory boards can be a highly effective client retention tool.
(Source: MarkeTrends)

Gaining a Competitive Edge With Co-opetition
Co-opetition can give firms access to engagements they otherwise wouldn't get.
(Source: Accounting Today)

Don't Ask, Don't Tell
If you really want to know what clients are thinking, you have to ask them. (Source: CPA Trendlines)

Conflict is Good
Most meetings are boring because they lack conflict.
(Source: Possibilities for CPA Firm Leaders)

The Right Time for CRM?
A bad economy may be an ideal environment for implementing a CRM system.
(Source: Managing Partner Magazine)

Is Your Support Staff Hitting the Right Notes?
A rock star ain't a rock star if the backup band stinks.
(Source: Service Minded)

  

Are You Managing for the Sales of the Future?
Sales effectiveness is becoming more important than sales efficiency.
(Source: Rain Today)

Is Social Networking a Waste of Time?
Patrick McEvoy has some choice words about social networking.
(Source: Rainmaker Best Practices)

Stop Talking About Yourself!
Statements about your firm and what it does are not a value proposition.
(Source: Rain Today)

  

*What Your Clients Need Right Now
Clients today are less concerned about revenue and market share and more concerned about cash flow and profitability.
(Source: Accounting Office Management & Administration Report)

  

Lateral Thinking
Tips for avoiding litigation when making lateral hires.
(Source: AICPA CPA Insider)

   

Power Up Your Profits
In this month's issue we present Chapter Twenty-Four -- "Advancing Commitment" -- 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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