Vol. 5 No. 5, May 2007

Vol. 5 No. 5, May 2007

 

Vol. 5 No. 5, May 2007 

   Expanding Your Knowledge While Conserving Your Time. 

Vol. 5 No. 5, May 2007
 

We are pleased to present this sample of the May issue of CPA Leadership Report. It is a digest of the best management and leadership articles from virtually all publications serving the accounting profession.

Non-subscribers are able to read selected portions, i.e., those articles marked with an *.

To become a subscriber, please click here.

“Leadership and learning are indispensable to each other.”   -John F. Kennedy (1917-1963) speech prepared for delivery in Dallas the day of his assassination, November 22, 1963

Contents (Sources)

Vol. 5 No. 5, May 2007    

Three MPs Instead of One
LA firm divides the managing partner role among three leaders. (Inside Public Accounting)

*Murder at a CPA Firm
Violent ex-employee kills one and injures others -- how to prevent shootings. (Bowman First Alert)

*Becoming a Learning Organization
Seven characteristics of learning organizations. (Accounting Today)

Partner Retirement Plans in Bad Shape
Will your firm have enough cash to pay retiring partners? (AOMAR)

Strategic Planning -- Plan for a Reduction in Demand for Accounting Services
There is no assurance that the demand will automatically perpetuate itself. (AOMAR)

Value of Nonequity Partners
How nonequity partnerships are used in some firms. (Partner's Report -- The Monthly Update for CPA Firm Owners)

Do You Know What Traits You Want in a Leader?
Maister has developed a tool for decision-making on selecting a leader. (David Maister, Professional Business, Professional Life)

Is Your Retreat Going to be Focused on the Right Things?
Some things are better discussed at regular meetings. But here are some things that should be discussed at retreats. (Partners' Report)

Why are You Resistant to Change?
Here are some reasons why CPAs don't like change. (Partner's Report -- the Monthly Update for CPA Firm Owners)

Competency and Liability
Lack of competency dramatically increases legal liability. (Bowman First Alert)

Status of Paperless Initiatives
Report on survey of 221 firms. (CPA Practice Management Forum)

Turnover -- Reduce it by Hiring Right
Practical interview questions. (Accounting Today)

Vol. 5 No. 5, May 2007

   

How to Conduct a Client Survey
Do's and don't's in interviewing clients. (Partner's Report -- the Monthly Update for CPA Firm Owners)

Find Out What Your Clients Think of You
Seven tactics that will help you find out the truth. (Rainmaker Report)

Vol. 5 No. 5, May 2007

   

Proposal to Reduce SPX 404 Testing
PCAOB's proposal has met with criticism from all sides. (Accounting Today)

Mobility
Substantial equivalency may get new life. (Journal of Accountancy and Accounting Today)

Book Review -- "More Than a Numbers Game: A Brief History of Accounting"
From the nineteenth century to today. (The CPA Journal, A Publication of the New York State Society of CPAs)

Rankings of Top CPA Firms by Region
Listings of the top firms in each region, by volume. (Practical Accountant)

Vol. 5 No. 5, May 2007

   

Most Marketing Falls on Deaf Ears
Is anyone paying attention to your marketing initiatives?. (CPA Trendlines)

Sponsors 


Vol. 5 No. 5, May 2007
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Vol. 5 No. 5, May 2007
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 Vol. 5 No. 5, May 2007

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Vol. 5 No. 5, May 2007
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Vol. 5 No. 5, May 2007

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Vol. 5 No. 5, May 2007

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Vol. 5 No. 5, May 2007

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Vol. 5 No. 5, May 2007

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Vol. 5 No. 5, May 2007
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An intuitive workflow and information automations solution for the accounting profession


Vol. 5 No. 5, May 2007
Software products for CPAs and
their clients

 

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

Consulting for CPA Firms

Cost Segregation Studies

Estate Planning

Tax Return Preparation

Association of
 Accounting Firms

Sales Training

Software for CPAs

Work Flow Automation

Merger/Transition Advisors



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

Operations Director:
Angela Ruggiero

Director of Customer Service:
Stephanie Klug

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 Frederiksen & Co., Inc and CPA Champions

   © Copyright 2007 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited