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Expanding Your Knowledge While Conserving Your
Time.
Vol. 6 No. 12, December 2008
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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).
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Contents |
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Filling Your Pipeline in a Slow Economy
Practical opportunities to keep revenue growing in the recession.
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Strategies for Today’s Environment
Management deficiencies, which can be obscured in good times, can be fatal in bad times. |
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*The Recession Offers Growth Opportunities for CPAs
The number of small businesses actually grows during a downturn.
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Change is Necessary in a Time of Economic Turmoil
How to overcome resistance to change.
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The Compressed Workweek
Pros and cons of a four-day workweek.
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Two Service Offerings That Protect You Against Liability
Juries tend to ignore accountants’ disclaimers about fraud. So here’s what you should do.
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Use Client Service Agreements Instead of Engagement Letters
Turn the engagement letter into a bilateral client service agreement.
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Four Leadership Ideas from a Prominent CPA
The difference between winners and losers—survivors and casualties—may well hinge on the qualities of leadership.
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Resources for Benchmarking Your Staff Salary Levels
Many firms are paying at the level of the very largest firms, even if they are significantly smaller in terms of revenue.
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Hundreds of Firms Eliminate Timesheets
And many more use value pricing while clinging to their beloved timesheets.
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The Best of the Best Accounting Firms Plan Better and Pay Better
From IPA’s annual report on the best of the best.
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Helping Team Leaders Understand Their Members
Is your firm afflicted with the syndrome that makes everyone wrong for all their irritating little things?
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How to Structure an Incentive Plan
Don’t let cash incentives become an expected part of regular compensation.
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Don’t Retreat at Your Retreat
Retreats have value only when partners are willing to be managed.
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AOMAR 2009 CPA Firm Practice Management Survey
A majority of firms expect increases in net income in 2009 despite economic downturn. |
2008 Accounting Trends Survey
The CCH 2008 survey.
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Client Surveys—The Only Thing to Fear is Not Doing Them
Client surveys provide more benefits than you think.
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Why Most Incentive Plans Don’t Work
They don’t include business from existing clients. |
Don’t Get Caught Without a Marketing Plan
Here is what you need to do to create a marketing plan. |
How Selling Can be Collaborative
How administrative staff can help land new clients. |
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Dealing With Exploitation of the Elderly
CPAs have an opportunity, and perhaps a moral duty, to prevent exploitation of the elderly.
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Power Up Your Profits
In this month’s issue we present Chapter Fourteen—“Marketing and Sales Work Together”—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 at 888-797-RAIN (7246) or via
[email protected].
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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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Professional Liability Insurance for
Accountants.
One of the world’s
largest networks of large accounting firms
Building Business Value
Measuring CPA Leadership Effectiveness
An intuitive workflow and information automations
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Helps CPAs manage the tax preparation process
Equips top associates with essential rainmaking
skills
CPA Firm Consultants in the Areas of Practice Management, Marketing and Human Capital
Merger and Transition Advisors Exclusively
Serving the National Accounting Community
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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
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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
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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. | | |