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Expanding Your Knowledge While Conserving Your Time.
Vol. 6 No. 9, September 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.
Get to know 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.
"It's hard to lead a cavalry charge if you think you look funny on a horse." -- Adlai Stevenson
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Contents (Sources) |
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*Partner Compensation--The Big Picture Does your compensation system conform with these principles? (Inside Public Accounting) |
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Keys to a Positive Firm Culture The fourth best place to work in America, a CPA firm, attributes its success to a happy culture. (Accounting Office Management & Administration Report) |
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More on Culture in CPA Firms What really shapes the culture of your firm? (Possibilities for CPA Firm Leaders, the Blog of Rita Keller) |
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How to be a Mentor/Coach Survival may depend on having a mentoring/coaching program. (Journal of Accountancy) |
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Psychological Testing How the Kolbe system can change the culture of your firm. (CPA Practice Management Forum) |
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Expanding Your Firm During a Recession The business downturn should be viewed as an opportunity. (Partner's Report for CPA Firm Owners) |
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A Positive View of Tax Outsourcing You can outsource the front end and complete the return in house. (Possibilities for CPA Firm Leaders, the Blog of Rita Keller) |
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Why Your Firm Doesn't Have to be Different Your services can be better though not different. (Ric Payne's Blog--Make a Difference) |
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Accountability Lack of accountability is a frequent complaint among firm leaders. (Accounting Today) |
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Business Diagnostic Engagements These engagements may become obligatory for CPA firms. (Practical Accountant) |
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The Changing Face of CPE How the best firms differ. (CPA Trendlines) |
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Is Your E-Mail Out of Control? Seven suggestions that will increase your productivity. (Accounting Today) |
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*Bill Reeb Series on Succession Planning The first in the series on how to maximize your exit options. (Texas Society of CPAs, Public Practice) |
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Interesting Insights from a Successful Successor Very practical observations. (California CPA Magazine) |
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*Remaining an Independent Firm CPA firms need to adapt, just like football coaches at halftime. (RedZone, Play of the Month) |
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Succession Planning Resource Center AICPA resource will help you cope with the coming "buyer's market." (Texas Society of CPAs, Public Practice) |
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*Accounting Blog List List of 55 accounting firm practice blogs. (Golden Practices, the blog of Michelle Golden) |
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Succession Planning Resource Center AICPA resource will help you cope with the coming "buyer's market." (Texas Society of CPAs, Public Practice) |
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2008 Succession Survey See Succession Planning Resource Center above under Resources |
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Accounting is Not So Prestigious Poll rates accountants among the least prestigious. (CPA Trendlines) |
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How to Recover from Client Service Blunders Unless you have promised more than you can deliver, there are paths to redemption. (Georgia Current Accounts) |
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Is Your Staff Engaging or Alienating Clients? Staff may be insensitive to the effects of their behavior. (The CPA Journal) |
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A Marketing Plan That is Sure to Fail Create a marketing committee to support commonplace ideas. (Rain Today) |
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*Power Up Your Profits In this month's issue we present Chapter Eleven--"Managing Your Network"--from Power Up Your Profits, 2nd Ed., by Troy Waugh. 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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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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Measuring CPA Leadership Effectiveness
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 Helps CPAs manage the tax preparation process
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 Professional Liability Insurance for Accountants.
 One of the world's largest networks of large accounting firms
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Measuring CPA Leadership Effectiveness

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Directory of Resources for Accounting Firms |
Published by CPA Leadership Institute, Inc. |
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 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 2020 Group USA / Frederiksen & Co. | | |