Vol. 5 No. 10, October 2007

Vol. 5 No. 10, October 2007

 

Vol. 5 No. 10, October 2007 

   Expanding Your Knowledge While Conserving Your Time. 

Vol. 5 No. 10, October 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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"Leadership is lifting a person's vision to higher sights, the raising of a person's performance to a higher standard."    -Peter Drucker

Contents (Sources)

Vol. 5 No. 10, October 2007    

*Diagnosing the Health of Your Firm
Warning signs of a complacent firm. (Accounting Office Management & Administration Report)

*Benchmarking Data Survey
Highlights from the IPA Annual Analysis of Firms. (Inside Public Accounting)

*Are You Charging Enough?
Consultant L. Gary Boomer says CPAs devalue their charges by understating the cost and value of technology. (Accounting Today)

Run Your Firm Like a Restaurant
Treat your staff as if you were running a five-star restaurant. (Accounting Office Management & Administration Report)

Post-Merger Checklist
Ensure a successful integration of two firms by paying careful attention to the soft issues. (Partner Insights)

Firms are Not Ready for Succession
Selection of successors must start early and must identify those who are not only able, but willing to fill the role. (Accounting Today)

AICPA Recommendations to Congress on Tax Preparer Standards
AICPA asks Congress to modify the requirement of a “reasonable belief that the treatment of the position be more likely than not the proper treatment.” (Journal of Accountancy)

How to Improve Performance Appraisals
Improving the value of appraisals while avoiding legal exposure. (Partner’s Report)

Innovative CPA Firms
Practical Accountant’s annual awards for innovative CPA firms. (Practical Accountant)

How to Fire with Impunity
Easing the pain of termination while avoiding lawsuits. (The CPA Journal)

CPA’s Liability as Corporate Director
The Model Business Corporation Act protects directors so long as they follow certain guidelines. (AICPA CPA Insider)

What is Leadership?
CPA firms are managed but not led. Here’s what great leaders do. (Accounting Today)

How to Effect Change in Your Firm
People and firms resist change. How to deal with it. (Bowman FirstAlert)

Training New Partners
What new partners must learn, and why. (CPA Practice Management Forum)

The Sandwich Generation
Experienced manager level personnel are underappreciated. Here's what to do about it. (CPA Practice Management Forum)

Vol. 5 No. 10, October 2007

   

A Marketing Consultant Battles an Academic
Consultant Bruce Marcus launches a fierce attack on academics. (The Marcus Perspective)

Think You Will Never be a Rainmaker? Don’t Despair
Examples of professionals who became (but were not born to be) rainmakers. (Rain Today)

When Not to Hold a Seminar
Five things that will cause a seminar to fail. (Rainmaker Report)

The New Type of Business Developer
The new business developer must be a consultant, strategist, and business partner. (Rainmaker Report)

Sponsors 

Vol. 5 No. 10, October 2007

 


Vol. 5 No. 10, October 2007
Building Business Value

 

Vol. 5 No. 10, October 2007

Measuring CPA Leadership Effectiveness


Vol. 5 No. 10, October 2007
The Financial Services Partner for Tax & Accounting Professionals.

 

Vol. 5 No. 10, October 2007
Intelligent Strategies and Solutions

    
      Vol. 5 No. 10, October 2007
An intuitive workflow and information automations solution for the accounting profession


Vol. 5 No. 10, October 2007
Helps CPAs manage the tax
preparation process

 

 
Vol. 5 No. 10, October 2007
Equips top associates with essential rainmaking skills
 


Vol. 5 No. 10, October 2007
Merger and Transition Advisors
Exclusively Serving the
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Vol. 5 No. 10, October 2007
Professional Liability Insurance
for Accountants.

 


 Vol. 5 No. 10, October 2007
One of the world’s largest networks of large accounting firms


Vol. 5 No. 10, October 2007
Using Client feedback to increase profitability

Vol. 5 No. 10, October 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

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Merger/Transition Advisors

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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