Vol. 8 No. 12, December 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 *.

   

Client Retention: Closing the Communication Gap
Client retention is critical to the survival of CPA firms today. Unfortunately, there's a significant disconnect between CPAs and their clients on this issue.
Partner's Report

Survival Strategies for Today's Market
Five suggestions to help your firm thrive.
CPA Trendlines

The Current Economy: Bad News, Good News
Take a real look at the trends of our economy. Get ideas for how to make the most of challenging times and be prepared for the future.
AICPA CPA Insider

Does Your Firm Reward Poor Performance?
It might be time to reconsider how and why your firm gives raises.
Solutions for CPA Firm Leaders

The New Look of Today's Leaders
How can you be a more effective leader? Find out how leadership styles are changing.
CPA Success

Pricing: Food for Thought
How do you approach pricing? Are you fair to yourself?
Solutions for CPA Firm Leaders

Change: A Necessary Process
Learn how to make the changes you need to succeed.
Partner Insights

Offering More than Technical Expertise
Develop a vision for how your firm can expand and improve its services.
CPA Trendlines

*A Guide to Going Paperless
There are many reasons to go paperless, including helping the environment, improving efficiency and productivity, and enhancing the quality of client services.
The CPA Journal

The Art of Mentoring
Mentoring is a valuable tool for developing future firm leaders, but many firms take a narrow view of its objectives.
Journal of Accountancy

A Model of Success
Take a look at the key decisions one firm made that led to its success.
Accounting Today

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.

  

*CPA Firms Feeling the Urge to Merge
Most firms with revenues of $5 million or more are aggressively pursuing M&A opportunities.
Accounting Office Management & Administration Report

M&A Market Trends
The current state of the market for CPA firm mergers.
Journal of Accountancy

How to Succeed at M&A
A look at how the right type of leader can help your firm achieve success with M&A deals.
CPA Trendlines

Don't Overlook Personal Brand Equity
Few CPA firms have addressed succession, and among those that have, few have considered the impact of losing a retiring partner's personal brand equity.
CPA Practice Management Forum

First Hunt, Then Gather: An M&A Information Checklist
A handy checklist of basic information you should request from a prospective merger partner.
Aquila Global Advisors, LLC

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.

  

*Overcoming Resistance to Cross-Selling
A guide to overcoming resistance and executing a successful cross-selling initiative.
Capstone Connection

Beyond Referrals: Starting a Marketing Program
Develop a manageable approach to marketing.
Accounting Today

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.

   

Be a Trusted Advisor on Exit Strategies
Learn how to serve your clients through this major transition.
AICPA CPA Insider

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 7 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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Measuring CPA Leadership Effectiveness

 


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Leadership Report

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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 Member Services:
    Angela Ruggiero

    Director of Development:
    Stephanie Klug

    Director of System Management:
    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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