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. 12, December 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 learn about the comprehensive benefits of membership and the extraordinary value of our Professional program level were you can attend all our Webinars at no cost.

 

   

If You Want Referrals, Ask for Them
Few would dispute the power of referrals as a marketing tool, but surprisingly few firms ask for them. (Source: Accounting Office Management & Administration Report)

*What Do Clients Really Think About Your Fees?
Most clients are satisfied with their CPA firm's fees. (Source: Partner's Report)

Is Your Compensation System Holding You Back?
Allan Koltin offers his insights into current trends in partner compensation and the obstacles certain compensation systems present. (Source: CPA Practice Management Forum)

Portrait of an Exceptional Accounting Firm
IPA put together a composite profile of a top-performing firm. (Source: Inside Public Accounting)

Are You a Leader or a Manager?
People look to their managers for more than just assignments, reviews, and approvals. (Source: CPA Trendlines)

If Your Firm is Sinking, Fix the Holes First
Management lessons from Apple and Yahoo. (Source: BNET)

Quick Feedback More Important Than Formal Performance Reviews
Should you skip the annual review process? (Source: Possibilities for CPA Firm Leaders)

*Are Your Client Relationships Dysfunctional?
Client focus has become a tactic, not a goal -- and clients can smell the difference. (Source: RainToday)

Leaders Should Not Dwell On Their Weaknesses
You can get more leverage from your strengths. (Source: Ric Payne's Blog -- Confessions of a Lazy Accountant

Client Relationships: Teach, Don't Preach
Instead of showing off your expertise, lead clients and prospects to knowledge. (Source: Service Minded)

Are You Driving Away Female Partners?
Even if your firm welcomes women as managers and partners, your policies and compensation arrangements may be sabotaging your efforts. (Source: Accounting Today)

As Busy Season Approaches, CPAs Are Cautiously Optimistic
The vast majority of CPA firms expect the 2010 busy season to be as good as or better than last year's. (Source: AICPA CPA Insider)

  

Multiple Choice: Computing Payouts for Retiring Partners
Guidance on computing the annual payout and multiple. (Source: The CPA Journal)

Making a Merger Work
Integrating the two firms into one will be your greatest challenge. (Source: Partner Insights)

  

*You May Not Be as Good as You Think
A recent report shows how to fix common sales mistakes. The problem is that most people don't realize they're making them. (Source: Services Marketing Blog)

Social Media: Where to Start
Five suggestions from Alan Vitberg. (Source: AICPA CPA Insider)

Your Clients Don't Care About Your Web Site
Web sites should be designed with non-clients in mind. (Source: Golden Practices

Are your sales and marketing efforts out of alignment?
If they are, you may not be getting your marketing message across. (Source: RainToday)

  

IFRS: A Study Guide
This article reviews IFRS research and distills the key findings. (Source: Journal of Accountancy)

   

Power Up Your Profits
In this month's issue we present Chapter Twenty-Six -- "Selling Value, Not Discounts" -- 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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  • 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

    Director of Operations:
    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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