Vol. 6 No.11, November 2008

Vol. 6 No.11, November 2008

 

 

Expanding Your Knowledge While Conserving Your Time.

Vol. 6 No. 11, November 2008

CPA Leadership Report reviews dozens of accounting profession publications and selects the best
articles on CPA firm management and leadership. We write reviews of these articles, identifying
the best ideas to help you improve your firm. Electronic links help you access the original articles.
An electronic index to more than a thousand previous articles is included.

The articles below require a user name and password. But you can become familiar with CPA
Leadership Report
by reading the articles marked with an *.

Subscribe by clicking here (with the right to cancel at any time and have your full subscription
fee returned).

Contents

   

*2008 Rosenberg MAP Survey
Survey results for 2007.

Billing Rate Survey
From the AOMAR 2009 CPA Firm Practice Management Survey.

Make the Economic Downturn an Opportunity
Clients need you more than ever.

Liability Claims Increase in Economic Downturns
Evaluating the insurers and the policies.

A Formula for Reinventing a CPA Firm
Get dramatically improved growth and earnings by making your firm a great place to work.

Is the Partnership Structure Dying?
The partnership structure may keep the firm from responding to market forces.

Replacing the Partnership Structure
What corporate governance looks like in a CPA firm.

Six Types of Managing Partners
Helping MPs and partners/staff understand each other.

Learning = Retention
How large and small firms can develop a learning culture.

Recruit Early/Promote Early
Hire and promote early.

Can You Value Price for Commodities?
Every service can be differentiated and made valuable.

How to be Recognized as a Specialist
Ten ways to prove your skills.

Be Accountable for Accountability
How to develop a system for accountability.

*Your Firm is Smart, But is it Intelligent?
Have you ever been surprised by the loss of a long-time client?

The Client Acceptance Question
Interviews of firms on how they deal with new client acceptance.

   

Case Study in Transitioning the Firm
What most small- and medium-size firms do wrong.

Revenue Enhancement Committee Improves Realization
What a revenue enhancement committee does.

How to Spot a Troubled Client
Five early warning signs.

   

Growth in Forensic Services
Sixty-eight percent of CPAs experienced an increase in forensic services.

   

Marketing Mistakes by Non-Professionals
Intriguing mistakes made by non-professional marketers.

   

*Power Up Your Profits
In this month's issue we present Chapter Thirteen—“Better Selling Helps Your Clients”—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.

 

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 


 
One of the world's largest networks of large accounting firms


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CPA Firm Consultants in the Areas of
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Merger and Transition Advisors
Exclusively Serving the
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Professional Liability Insurance
for Accountants.

 

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

Firm Management

Consulting for CPA Firms

Workplace Assessments

Tax Return Preparation

Association of
 Accounting Firms

Sales Training

Work Flow Automation

Merger/Transition Advisors

Business Advisory

Writing & Research

Insurance



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

Director of Operations:
Angela Ruggiero

Director of Customer Service:
Stephanie Klug

Director of Program Development:
Lisa Keane

Director of Marketing:
Brian Swanson

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.

   © Copyright 2008 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited