Vol. 8 No. 9, September 2010

CPA Leadership Report is the monthly review of the most important management and leadership articles in the accounting press. It includes electronic links to publishers' Websites, where you can find the original complete articles. Our editors review more than 35 publications every month.

Members of CPA Leadership Institute can access the reviews below. Non-members can become familiar with CPA Leadership Report by reading the articles marked with an *.

Click here to learn about the comprehensive benefits of membership and the extraordinary value of our Professional program level were you can attend all our Webinars at no cost.

 

   

*Is Growth Killing Your Firm?
According to Ed Hess, the concept of "grow or die" is a myth.
Partner's Report

Is It Ever the Right Time to Let Clients Go?
Letting go of the wrong clients to provide better service to the right clients provides a tremendous opportunity for growth.
RAN ONE

10 Habits of Highly Effective Rainmakers
Here are the keys to becoming a rainmaker.
Accounting Office Management & Administration Report

Price Wars, Partner Layoffs, and Other Industry Trends
Allan Koltin talks about the issues CPA firms have been dealing with this year and what to expect in the near future.
CPA Practice Management Forum

Independent CPAs -- Tips for Success
Lessons from the most successful independent professionals.
CPA Trendlines

Choosing Clients
Firms don't grow by accepting every client that comes along.
Solutions for CPA Firm Leaders

Learning to Lead in the Moment
Situational leadership means choosing the best style for the challenge at hand.
Partner Insights

Have You Looked in the Mirror Lately?
Ask yourself "mirror questions" each week to evaluate how well you've performed.
Partner Insights

Transforming Your Firm From the Inside Out
Five strategies for organic growth.
Accounting Today

Why it's Great to Be a Small Firm
Are sole practitioners happier than their colleagues?
Solutions for CPA Firm Leaders

Pay-for-Performance: A Benefit or a Detriment?
August Aquila and Coral Rice present the benefits and challenges of implementing a pay-for-performance system in your firm.
Accounting Today

Are You Prepared for Tax Preparer Registration?
The IRS has issued proposed regulations that would implement much of its plan to register and regulate tax return preparers.
Journal of Accountancy website

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.

  

*Transitioning Clients is Easy -- If You Have a Plan
Bill Reeb offers guidelines and a sample client transition plan
Public Practice

Recession Affects CPA Retirement
Contrary to most predictions, the recession has not decreased valuations for accounting firms.
CPA Trendlines

Succession Planning is Not a One-Time Event
Succession planning should be an ongoing process that takes into account partner governance and compensation, marketing, and human resources.
RedZone, Play of the Month

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.

  

Making Rain is Everybody's Business
The days when CPAs could simply do their jobs and leave business development to the "rainmakers" are long gone.
Pennsylvania CPA Journal

Cash in on Social Media Marketing
Adding blogs and Twitter to your firm's marketing mix can help produce amazing results.
AICPA CPA Insider

Tweeting 101 for CPAs
CPA firms can use Twitter to find new leads, build relationships, and cost-effectively market their businesses.
CPA Trendlines

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.

  

*Is the Accounting Profession Entering a New Golden Age?
The soon-to-be-released Rosenberg MAP Survey is expected to show a decline in partner income, but a new Golden Age may be on the horizon.
CPA Trendlines

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.

  

Risky Business: Do You Know It When You See It?
Auditors are well advised to educate themselves about current and proposed risk assessment standards.
CPA Success

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.

   

*101 Marketing Strategies
In this month's issue we present Chapter 4 of 101 Marketing Strategies, by Troy Waugh. The book -- designed for senior associates and partners of accounting, legal, consulting, and other professional business service firms -- offers Waugh's proven process model for selling professional services. 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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    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

    Assistant to the President:
    Lisa Keane

    Accounts Services Manager:
    Teresa Mungo

    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

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