Vol. 6 No.9, September 2008

Vol. 6 No.9, September 2008

 

Vol. 6 No.9, September 2008 

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

Contents (Sources)

Vol. 6 No.9, September 2008    

*Partner Compensation--The Big Picture
Does your compensation system conform with these principles?
(Inside Public Accounting)

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)

More on Culture in CPA Firms
What really shapes the culture of your firm?
(Possibilities for CPA Firm Leaders, the Blog of Rita Keller)

How to be a Mentor/Coach
Survival may depend on having a mentoring/coaching program.
(Journal of Accountancy)

Psychological Testing
How the Kolbe system can change the culture of your firm.
(CPA Practice Management Forum)

Expanding Your Firm During a Recession
The business downturn should be viewed as an opportunity.
(Partner's Report for CPA Firm Owners)

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)

Why Your Firm Doesn't Have to be Different
Your services can be better though not different.
(Ric Payne's Blog--Make a Difference)

Accountability
Lack of accountability is a frequent complaint among firm leaders.
(Accounting Today)

Business Diagnostic Engagements
These engagements may become obligatory for CPA firms.
(Practical Accountant)

The Changing Face of CPE
How the best firms differ.
(CPA Trendlines)

Is Your E-Mail Out of Control?
Seven suggestions that will increase your productivity.
(Accounting Today)

Vol. 6 No.9, September 2008    

*Bill Reeb Series on Succession Planning
The first in the series on how to maximize your exit options.
(Texas Society of CPAs, Public Practice)

Interesting Insights from a Successful Successor
Very practical observations.
(California CPA Magazine)

*Remaining an Independent Firm
CPA firms need to adapt, just like football coaches at halftime.
(RedZone, Play of the Month)

Succession Planning Resource Center
AICPA resource will help you cope with the coming "buyer's market."
(Texas Society of CPAs, Public Practice)

Vol. 6 No.9, September 2008

*Accounting Blog List
List of 55 accounting firm practice blogs.
(Golden Practices, the blog of Michelle Golden)

Succession Planning Resource Center
AICPA resource will help you cope with the coming "buyer's market."
(Texas Society of CPAs, Public Practice)

Vol. 6 No.9, September 2008    

2008 Succession Survey
See Succession Planning Resource Center above under Resources

Accounting is Not So Prestigious
Poll rates accountants among the least prestigious.
(CPA Trendlines)

Vol. 6 No.9, September 2008

How to Recover from Client Service Blunders
Unless you have promised more than you can deliver, there are paths to redemption.
(Georgia Current Accounts)

Is Your Staff Engaging or Alienating Clients?
Staff may be insensitive to the effects of their behavior.
(The CPA Journal)

Vol. 6 No.9, September 2008

A Marketing Plan That is Sure to Fail
Create a marketing committee to support commonplace ideas.
(Rain Today)

Vol. 6 No.9, September 2008

   

*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)

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

Sponsors

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Vol. 6 No.9, September 2008

Measuring CPA Leadership Effectiveness

 

 

Vol. 6 No.9, September 2008
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Vol. 6 No.9, September 2008
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Vol. 6 No.9, September 2008
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Vol. 6 No.9, September 2008
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Vol. 6 No.9, September 2008
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Vol. 6 No.9, September 2008
Building Business Value

 

Vol. 6 No.9, September 2008

Measuring CPA Leadership Effectiveness

           

Vol. 6 No.9, September 2008

 

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

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

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

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 2020 Group USA / Frederiksen & Co.

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Reproduction or distribution of this newsletter is prohibited