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

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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) |

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*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) |

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IFRS: A Study Guide
This article reviews IFRS research and distills the key findings. (Source:
Journal of Accountancy) |
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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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Measuring CPA Leadership Effectiveness
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Directory of Resources for Accounting Firms
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Published by CPA Leadership Institute, Inc.
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Advisory Board for CPA Leadership Report |
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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
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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
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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
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