Vol. 6 No.2, February 2008

Expanding Your Knowledge While Conserving Your Time.

Vol. 6 No. 2, February 2008

Here is the February issue of CPA Leadership Report. It reviews important ideas from articles on CPA firm management and leadership and provides finger-tip access to the original articles. It also includes an electronic index to over 1,000 previous articles.

You can become familiar with CPA Leadership Report by reading the articles below marked with an *.

If you would like to subscribe (with the right to cancel at any time and have your full subscription fee returned), please click here.

*Contents (Sources)*

AOMAR 2008 Practice Management Survey Survey of CPA firms' experiences and expectations. (Accounting Office Management & Administration Report)*
Survey of CPA Firm's Major Problems AICPA Management of an Accounting Practice Survey. (Practical Accountant)
What to Discuss or Not Discuss at Your Retreat You may be surprised to find you are discussing the wrong things at your retreats. (Partner Insights)*
Why and How You Should Conduct Employee Meetings Avoid the critical consequences of the grapevine. (CPA Practice Management Forum*)
The Segue from Tax Preparation to Financial Planning Should you be the head of your clients' financial planning teams? (Accounting Today)
Tax Technology Continues to Advance A new technology that transforms tax preparation evolves every decade. (ABACUS)
Why Family Businesses Need CPAs Most family businesses are ill equipped for their futures. (Laird Noton Tyee)*
What Firms Need to Do to Keep Staff Here are nine things you must do. (Accounting Today)
How Sole Practitioners Plan for Succession Disability, retirement, and death are more traumatic for sole practitioners. (Practical Accountant))
CPA Liability Checklist The 10 most important areas of potential liability for CPAs. (Pennsylvania CPA Journal)
Identity Theft and the CPA Protect yourself and your clients. (Florida CPA Today)
What is a CFO? This will help you help your clients find CFOs. (Insight)
A Model Mobility Initiative by Ohio Ohio makes it easy. Other states are following. (California CPA Magazine)
Supreme Court Decision on Third Party Liability When third parties are not liable for fraud losses. (CPA Trendlines)
What Corporate Controllers are Earning Here is what CPAs are competing against. (Partner's Report)
Is Your Client's Money Safe? For investment property owner clients of CPAs, the first and last concern in a 1031 exchange transaction should be safety. (Bayview)

How to Behave with Clients Be professional without curbing your enthusiasm. (Partner Insights)

Financial Planning and the CPA Survey of experiences and expectations. (CPA Trendlines)
Are You Helping Your Baby Boomer Clients with Retirement Issues? Retirement prospects for baby boomers. (CPA Trendlines)

Marketing Practices Survey Marketing budgets, marketing initiatives, and more. (Accounting Office Management & Administration Report)

Books in Serial Format Chapter 4, “Mind Share = Market Share,” from Power Up Your Profits, by Troy Waugh, CEO of The Rainmaker Academy. This book covers principles, strategies, and techniques to help you build your practice by obtaining clients and building their businesses. We'll present one chapter per month, or you can order the book now. (Rainmaker Academy)