CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms. 

Expanding Your Knowledge While Conserving Your Time.

Vol. 7 No. 4, April 2009

CPA Leadership Report offers the most comprehensive exploration of new ideas in the accounting world. It is a monthly review of the best management and leadership articles published in the accounting press, and includes electronic links to enable you to read the complete article if you need information beyond the scope of our reviews.

Accessing 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

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.    

*The Merger Picture in a Bad Economy
In these troubled times, what is the outlook for mergers of accounting firms?

Why CPA Firm Mergers Fail
It starts with the reasons they merge. But the right reasons don't assure success.

Recession Strategies: What Some Firms are Doing
Actions that will make you a winner instead of a loser.

*The Millennial Generation Can Help During Tough Times
Cultivate the unique strengths of the Millennial generation.

Is the Recession an Opportunity to Eliminate Weak Performers?
If you have weak team members who should be fired, why are you waiting for an excuse?

CPA Firm Employment in the Recession
There has not been a significant reduction of jobs in CPA firms.

A Checklist for Growing the Practice
Don't forget or neglect the basics. Use this list to develop your own.

Your Perception of Your Future Will Shape It
The profession will fundamentally change. How will you transform your firm?

Why CPA Firms Disdain Managing, and Why They Shouldn't
A checklist for management initiatives that are essential to success.

*Find Out if You are a Good Manager
A 12-question checklist.

A Unique Collection Idea
Using an automatic bank wiring authorization form.

How to Find Mentors
Finding rare and precious people who "have it all together."

Online Monitoring of Industries, Competitors, and Yourself
Tools for discovering what others are finding out about your firm.

Social Networking--The Why and the How
There has been a proliferation of articles on social networking. Should you participate?

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.    

An Action Plan for Succession
A comprehensive guide to creating a formal succession plan.

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.    

Specialized Tax Services
Specialized tax services are the future of tax niches.

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.    

The Risk of Fragmented Job Responsibilities
How to avoid liability for tasks that fall through the cracks.

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.  

Using Sales Professionals
Interviews of sales professionals reveal how they operate.

Stimulus Plan Offers Government Opportunities for CPAs
For small and large firms.

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

   

*Power Up Your Profits
In this month's issue we present Chapter Eighteen--"Newsletters Communicate to Sell"--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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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 & Company

   © Copyright 2009 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited