June 2010 Best Practices Tips

June 2010 Best Practices Tips

Every month we select some of the best ideas for practice improvement from the accounting literature. Here are the selections for June 2010. For the archive, click here.

BEST PRACTICE LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT DATE OF ARTICLE
Management/People/Culture
Perfect Partner Attributes: Respectful of other partners, entrepreneurial, networker, trusted, role model, decision-maker, visionary, good delegator, accountable, resolver of conflicts.
How to Be the Perfect Partner June 2010
Avoid Risk of Strategic Alliances: Attorney review, beware of preprinted agreements, assure compatibility of cultures, check professional liability insurance, maintain quality control.
Strategic Alliances: Handle With Care June 2010
Debrief Lost Clients: See Lost Client Analysis Questionnaire
Turning Loss of Client Into a Gain June 2010
Management/People/Culture
Top Three Lead Generators: Networking, Mixers, Seminars
Are You Doing the Right Things to Generate Leads? June 2010