Vol. 6 No.4, April 2008

Vol. 6 No.4, April 2008

 

 

   Expanding Your Knowledge While Conserving Your Time. 

Vol. 6 No. 4, April 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)

   

*CPAs are Greedy
Greed is at the core of what plagues the accounting profession. (AccountingWEB Bloggers Crew)

Leadership, Management, Administration—What's the Difference?
How these roles differ and why it is important to performance and growth. (Accounting Today)

*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)

From the Horse's Mouth—How Small Firms Can Recruit on Campus
Advice from a college professor. (Pennsylvania CPA Journal)

Causes of Partner Departures
Why partners leave and how to ameliorate the situation. (Partner's Report)

Trends in Firm Structure, Succession, and Mergers
Among other things, fewer firms anticipate mergers. (CPA Firm Statistical Analysis Reference Handbook 2008)

Developing Future Leaders—Advice from a Managing Director
Desirable qualities of your firm's future leaders. (CPA Practice Management Forum)

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)

Using Social Networking, Blogs, etc. for Recruiting and Marketing
Getting involved in Web 2.0. (Accounting Office Management & Administration Report)

A Bibliography of Publications to Help Retain Staff
A list of valuable resources. (Partner's Report for CPA Firm Owners)

Court Case Confirms the Value of Engagement Letters
Why you should have an engagement letter every year, even for 1040s. (Leader's Edge)

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)

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)

Beware of Comfort Letters
At a minimum, try to get the lender to reduce the scope of the comfort letter. (Pennsylvania CPA Journal)

Mergers—A Perspective on the Current Status of Accounting Firm Mergers
What is your firm worth, and who are you competing with? (CPA Trendlines)

*Failed Accountant Urges Terror Attacks on Accountants
Jihad against accountants. (Daily Mail)

How to Identify an Ineffective Leader
If your managing partner is like this, action is necessary. (Accounting Today)

*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)

Before Planning Your Retreat
Consider this advice from people who know. (Practical Accountant)

   

Keeping Clients (and Employees)
It may take years to land a new client but only moments to lose it. (AccountingWEB Bloggers Crew)

Same People on Same Jobs
While consistency is good, there are definite dangers. (Possibilities for CPA Firm Leaders)

   

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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Directory of Resources for Accounting Firms

Published by
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Institute, Inc.

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for CPA
Leadership Report

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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

Director of Sales:
Rebecca Flaum

Director of Program Development:
Lisa Keane

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

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