Vol. 5 No. 9, September 2007

Vol. 5 No. 9, September 2007

 

Vol. 5 No. 9, September 2007 

   Expanding Your Knowledge While Conserving Your Time. 

Vol. 5 No. 9, September 2007
 

CPA Leadership Report is about soft skills.  It is a digest of the best management and leadership articles from accounting profession publications.  It also contains an index to all previous articles available literally at your fingertips.

You can familiarize yourself with CPA Leadership Report by reading the articles below marked with an *.

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“Leaders don't create followers, they create more leaders.”    -Tom Peters

Contents (Sources)

Vol. 5 No. 9, September 2007    

*Legislation Increases Tax Preparers' Exposure
New law increases likelihood and amount of penalties when taking positions in taxpayers' returns. (Accounting Today)

*Checklist for Preparing Your Partnership Agreement


Is each partner’s agreement the same? Here’s what to include.
(Aquila Global Advisors)

Checklists for Adopting a Part-Time Partnership Program
Making part-time partnership work effectively in your firm. (Accounting Today)

Do You Have a Great Partnership?
Seven attributes of great partnerships. (Accounting Today)

*The New Dynamics: Why Accountants Should be Worried and Jubilant
Accountants can protect themselves from new competitive threats by strengthening their client relationships using the Internet. (ABACUS)

Trends Among the Top 100 Firms
Useful benchmarks for revenue, expenses, fees, leverage, compensation, etc. (Inside Public Accounting)

What Firm Administrators Earn
Results of a recent survey by the Association for Accounting Administrators. (Accounting Office Management & Administration Report)

What to Expect of Your Firm Administrator
Managing partners tell their experiences. (Accounting Office Management & Administration Report)

Innovative Recruiting and Retention Ideas
From the AICPA Tech+ conference. (Practical Accountant)

Don’t Let Technology Get in the Way of Knowledge-Sharing
Transfer of knowledge isn’t just from people to systems, it’s also from people to people. (Pennsylvania CPA Journal)

Compensation Survey
Trends and predictions from Robert Half.

(Journal of Accountancy)

Is Outsourcing in Your Future?
Outsourcing is not pervasive but will grow as an answer to staff shortages. (Inside Public Accounting)

A Hiring Checklist
Nine ways to make sure you hire the right people. (Journal of Accountancy)

The Most Popular Management Tools
What are the tools and who is using them? (The CPA Journal)

Management Tools and Culture
Survey by Bain & Co. on usage and satisfaction with management tools. (Partner’s Report)

Best Practices for CPA Firms
How CPA firms are finding and implementing best practices. (Practical Accountant)

How to Conduct a Brainstorming Session
Your firm will be more creative if you follow these steps. (AICPA CPA Insider)

Are You Addicted to E-Mail?
People distracted by e-mail are less effective than undistracted people working under the influence of drugs. (AICPA CPA Insider)

Vol. 5 No. 9, September 2007

   

Getting Close to Clients
Closeness implies more services, which increases your retention rate. (CPA Practice Management Forum)

Vol. 5 No. 9, September 2007

   

Getting Started in Litigation Support
There are engagement opportunities that don’t require expert testimony. (Journal of Accountancy)

Vol. 5 No. 9, September 2007

   

*Stop Selling and Start Doing
Accountants overvalue their technical expertise. (Rain Today)

Sponsors 

Vol. 5 No. 9, September 2007

Measuring CPA Leadership Effectiveness

Vol. 5 No. 9, September 2007
The Financial Services Partner for Tax & Accounting Professionals.

 

Vol. 5 No. 9, September 2007
Intelligent Strategies and Solutions

    
      Vol. 5 No. 9, September 2007
An intuitive workflow and information automations solution for the accounting profession


Vol. 5 No. 9, September 2007
Helps CPAs manage the tax
preparation process

 

 
Vol. 5 No. 9, September 2007

Equips top associates with essential rainmaking skills
 


Vol. 5 No. 9, September 2007

Merger and Transition Advisors
Exclusively Serving the
 National Accounting Community

 


Vol. 5 No. 9, September 2007

Professional Liability Insurance
for Accountants.

 


 Vol. 5 No. 9, September 2007

One of the world’s largest networks of large accounting firms


Vol. 5 No. 9, September 2007
Using Client feedback to increase profitability


Vol. 5 No. 9, September 2007
Building Business Value

 

Vol. 5 No. 9, September 2007

 

 

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

Consulting for CPA Firms

Increase Profitability

Workplace Assessments

Tax Return Preparation

Association of
 Accounting Firms

Sales Training

Software for CPAs

Work Flow Automation

Merger/Transition Advisors

Business Advisory

Practice Development

Writing & Research

Insurance

Practice Growth



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