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Expanding Your Knowledge While Conserving Your Time.
Vol. 6 No. 4, April 2008
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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.
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Contents (Sources)
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*CPAs are Greedy Greed is at the core of what plagues the accounting profession. (AccountingWEB Bloggers Crew)
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Leadership, Management, Administration—What's the Difference? How these roles differ and why it is important to performance and growth. (Accounting Today)
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*Are You Thinking Enough About the Future? What CPA firms must do in the future, including get rid of strategic planning. (Possibilities for CPA Firm Leaders)
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From the Horse's Mouth—How Small Firms Can Recruit on Campus Advice from a college professor. (Pennsylvania CPA Journal)
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Causes of Partner Departures Why partners leave and how to ameliorate the situation. (Partner's Report)
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Trends in Firm Structure, Succession, and Mergers Among other things, fewer firms anticipate mergers. (CPA Firm Statistical Analysis Reference Handbook 2008)
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Developing Future Leaders—Advice from a Managing Director Desirable qualities of your firm's future leaders. (CPA Practice Management Forum)
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What is the Best Form of Governance Structure? There are three types of systems for managing CPA firms. Which is best for your firm? (Partner Insights)
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Using Social Networking, Blogs, etc. for Recruiting and Marketing Getting involved in Web 2.0. (Accounting Office Management & Administration Report)
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A Bibliography of Publications to Help Retain Staff A list of valuable resources. (Partner's Report for CPA Firm Owners)
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Court Case Confirms the Value of Engagement Letters Why you should have an engagement letter every year, even for 1040s. (Leader's Edge)
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How Accountants Can be More Efficient and Productive It may make you uncomfortable, but you can develop a method for being more productive. (Insight Magazine)
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Are Members of Associations Liable for the Negligence of Other Members? A court case involving BDO Seidman and BDO International may impact association members. (Bowman's First Alert)
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Beware of Comfort Letters At a minimum, try to get the lender to reduce the scope of the comfort letter. (Pennsylvania CPA Journal)
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Mergers—A Perspective on the Current Status of Accounting Firm Mergers What is your firm worth, and who are you competing with? (CPA Trendlines)
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*Failed Accountant Urges Terror Attacks on Accountants Jihad against accountants. (Daily Mail)
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How to Identify an Ineffective Leader If your managing partner is like this, action is necessary. (Accounting Today)
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*Improving the Quality of Your Professional Life Adding value to your clients' businesses also adds to the quality of your professional life. (Rick Solomon White Paper)
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Before Planning Your Retreat Consider this advice from people who know. (Practical Accountant)
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Keeping Clients (and Employees) It may take years to land a new client but only moments to lose it. (AccountingWEB Bloggers Crew)
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Same People on Same Jobs While consistency is good, there are definite dangers. (Possibilities for CPA Firm Leaders)
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Books in Serial Format Chapter 6, “Leads, Leads, Leads”, 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)
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 CPA Firm Consultants in the Areas of Practice Management, Marketing and Human Capital
 Merger and Transition Advisors Exclusively Serving the National Accounting Community
 Professional Liability Insurance for Accountants.
 One of the world's largest networks of large accounting firms
 Using Client feedback to increase profitability

 Building Business Value
Measuring CPA Leadership Effectiveness
 The Financial Services Partner for Tax & Accounting Professionals.
 Intelligent Strategies and Solutions
 An intuitive workflow and information automations solution for the accounting profession
 Helps CPAs manage the tax preparation process
 Equips top associates with essential rainmaking skills

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Directory of Resources for Accounting Firms
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Published by CPA Leadership Institute, Inc.
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Advisory Board for CPA Leadership Report |
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Firm Management
Financial Services
Consulting for CPA Firms
Increase Profitability
Workplace Assessments
Tax Return Preparation
Association of Accounting Firms
Sales Training
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
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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
Director of Sales: Rebecca Flaum
Director of Program Development: Lisa Keane
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Douglas H. Thompson, Jr., CPA
Alachua, FL
CEO, CPAmerica International
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Irwin Friedman, CPA
Lincolnwood, IL
Chairman, The Friedman Group, LLC
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Sally Glick
Livingston, NJ Chief Marketing Officer and Director of Marketing Consulting Services for Sobel & Co. LLC.
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Sam M. Allred, CPA
Helena, MT
Founder, Upstream Academy
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Troy Waugh, CPA
Nashville, TN
CEO, Waugh & Co.
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Rick Solomon, CPA
Stony Brook, NY
President, The Solomon Company
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Chandra Bhansali, Ph.D.
Hauppauge, NY
Founder, AccountantsWorld.com
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Richard A. Berkowitz
Miami FL Managing Director, Berkowitz, Dick, Pollack & Brant
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Chris Frederiksen, CPA
Mill Valley, CA Founder Frederiksen & Co., Inc and CPA Champions
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