Vol. 8 No. 3, March, 2010

Premium or Professional Membership provides a wealth of benefits including free Webinars, monthly reports and more.
Click here
for details.

Search the Archive by our Subject Index. Helps you conduct research for meetings and retreats.

Search the CPA Leadership Report archives by keyword or phrase here.

Selected ideas from the archives for implementation in your practice.

Our monthly interview question for the most prominent consultants and thought leaders in the profession.

CPA Leadership Institute's series of Webinars for developing leadership, management, soft skills, and specialized services. See our Catalog.

Vol. 8 No. 3, March 2010

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.


Being a Profitable CPA Firm Now is a perfect time to get profitable. Possibilities for CPA Firm Leaders
What is a Managing Partner? Some managing partners are not really managing. A Marketing Moment
Why Partners Fail to Manage What skills and aptitudes are essential to managing in an accounting firm? Public Practice E-News*
What Soft Skills Do You Need? Have role models really learned the skills they exemplify? Accounting Today
CPAs Well Positioned to Lead After the Recession CPAs needed more than ever to make a difference for their organizations and clients. CPA Success
What Leadership Means--Are You a Leader? Leadership is not knowledge. It is not education. It is not management. The Rainmaker Academy Blog
Getting Serious About Retaining Your Best People The "people" side of the CPA business is neglected because of management's focus on production. Public Practice E-News
The Passionate Accountant Success stories from passionate CPAs who have provided unusual value. The Passionate Accountant
Inequity in Pay Scales--A Problem at CPA Firms Specialized talent may command more compensation than those above them. Public Practice E-News
How Effective is Your Firm Administration? Use a post-tax-season survey to learn a about your administrative effectiveness. Accounting Office Management & Administration Report*

Risks of Social Media Guidelines for employees can protect against risk while creating benefits. Partner's Report

The State of the M&A Market What to expect in 2010. CPA Practice Management Forum*
Succession Planning--Threat and Opportunity Prediction: in 10 years the market will be flooded with sellers, giving buyers the upper hand. Inside Public Accounting

How to Prevent Clients from Shopping Your Fees Demonstrate your firm's commitment to "A" and "B" clients, offering some or all of the following… Journal of Accountancy
Are You Afraid of Your Clients? Are your clients happy? Accountants are afraid of hearing bad news if they ask clients this question. CPA Trendlines

Should You Give Free Advice? A lesson from the TV show "Mad Men." VeraSage Institute Blog
Cross-Selling Made Easy Cross-selling helps your clients. Possibilities for CPA Firm Leaders
How to Close a Sale Closing can make you uncomfortable. Public Practice E-News
The Case for Social Networking The Economist Magazine makes a special case for social networking. CPA Success

Power Up Your Profits In this month's issue we present Chapter Twenty-Nine--"Keeping Clients Sold: Service after the Sale"--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.

Sponsors

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.

A Leading Association of Local CPA Firms

Building Business Value

Measuring CPA Leadership Effectiveness

An intuitive workflow and information automations solution for the accounting profession

Helps CPAs manage the tax
preparation process

Sponsor our E-Newsletter
CPA Leadership Institute 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

Accounting Firm Association

Business Advisory

Consulting for CPA Firms

Insurance

Merger/Transition Advisors

Sales Training

Tax Return Preparation

Workplace Assessments

Work Flow Automation

Writing & Research

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

Assistant to the President:
Lisa Keane

Accounts Services Manager:
Teresa Mungo

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