Vol. 6 No.3, March 2008

Expanding Your Knowledge While Conserving Your Time.

Vol. 6 No. 3, March 2008

CPA Leadership Report reviews important ideas from articles on CPA firm management and leadership and provides fingertip access to the original articles. It also includes an electronic index to more than a thousand 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)*

Highlights from the 2008 Management Summit (Day 1) Management Summit held in Las Vegas in January. (Public Practice)*
Managing Partners—Activities and Challenges What managing partners do and how they allocate their time. (Accounting Office Management & Administration Report)*
Networking for Small Firms PCPS networking opportunities for firms with up to nine CPAs. (Practical Accountant)
Mergers Expected to Increase in 2008 How the merger market will change and its effects on different size firms. (Accounting Today)*
Making Equity Changes in Partnerships Rewarding rainmakers through equity adjustments. (Public Practice)
Advice from Prominent CPA Firm CEOs Interviews of prominent MPs. (Possibilities for CPA Firm Leaders)
Avoiding Liability Highlights from advice given by liability insurance firms. (Practical Accountant)
Engagement Letters—Provisions That Limit Your Liability Provisions that limit your liability may be prohibited under certain circumstances. (Partner's Report)
Getting the Whole Firm on the Same Strategic Page How to improve the chances of getting your plan executed. (Accounting Today)
Data on Staff Shortages, Retention, Etc. The current status and how firms are reacting. (CPA Firm Statistical Analysis Reference Handbook 2008)
Pigeon Partners (from David Maister) How to motivate partners. (Possibilities for CPA Firm Leaders)
Technology Data Technology budgets and the status of paperless systems. (Accounting Office Management & Administration Report)
How CPA Firms Waste Time How people waste time in CPA firms and what to do about it. (Partner Insights)
Social Relationships Between Management and Staff Should management and staff be friends? (The CPA Journal)
Practical Advice on Coaching and Performance Appraisal Done properly, performance appraisal shapes the firm's culture. (Inside Public Accounting)
Important Insights on Performance Appraisals Appraising your appraisal system. (The CPA Journal)
Why Performance Reviews and Engagement Assignments Should be Abandoned Responsibility for these should be in the hands of staff being reviewed or assigned. (Innovative Practice Management)
Reasons Not to Bill by the Hour Why it's too costly to your bottom line. (Innovative Practice Management)

Developing Business Without Selling You're not a salesman, you're a consultant. (Current Accounts)
Questions You Should Ask Yourself About Business Development Ask yourself the questions a marketing consultant would ask you. (Rain Today)

Books in Serial Format Chapter 5, “Selling Takes Time,” 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 present one chapter per month, or you can order the book now. (Rainmaker Academy)