Vol. 6 No.12, December 2008

Vol. 6 No.12, December 2008

 

Vol. 6 No.12, December 2008 

Expanding Your Knowledge While Conserving Your Time.

Vol. 6 No. 12, December 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

Vol. 6 No.12, December 2008    

Filling Your Pipeline in a Slow Economy
Practical opportunities to keep revenue growing in the recession.

Strategies for Today’s Environment
Management deficiencies, which can be obscured in good times, can be fatal in bad times.

*The Recession Offers Growth Opportunities for CPAs
The number of small businesses actually grows during a downturn.

Change is Necessary in a Time of Economic Turmoil
How to overcome resistance to change.

The Compressed Workweek
Pros and cons of a four-day workweek.

Two Service Offerings That Protect You Against Liability
Juries tend to ignore accountants’ disclaimers about fraud. So here’s what you should do.

Use Client Service Agreements Instead of Engagement Letters
Turn the engagement letter into a bilateral client service agreement.

Four Leadership Ideas from a Prominent CPA
The difference between winners and losers—survivors and casualties—may well hinge on the qualities of leadership.

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.

Hundreds of Firms Eliminate Timesheets
And many more use value pricing while clinging to their beloved timesheets.

The Best of the Best Accounting Firms Plan Better and Pay Better
From IPA’s annual report on the best of the best.

Helping Team Leaders Understand Their Members
Is your firm afflicted with the syndrome that makes everyone wrong for all their irritating little things?

How to Structure an Incentive Plan
Don’t let cash incentives become an expected part of regular compensation.

Don’t Retreat at Your Retreat
Retreats have value only when partners are willing to be managed.

Vol. 6 No.12, December 2008    

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.

Vol. 6 No.12, December 2008

Client Surveys—The Only Thing to Fear is Not Doing Them
Client surveys provide more benefits than you think.

Vol. 6 No.12, December 2008  

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.

Vol. 6 No.12, December 2008  

Dealing With Exploitation of the Elderly
CPAs have an opportunity, and perhaps a moral duty, to prevent exploitation of the elderly.

Vol. 6 No.12, December 2008

   

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]. 

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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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