Index to Practice Management Concepts
in Previous Reports 'Meetings' through S
(Use in preparing for your next retreat—
or as a management development checklist)

Click Here for A through 'Marketing'

Click Here for T through Z

Index to Practice Management Concepts
in Previous Reports 'Meetings' through S
(Use in preparing for your next retreat—
or as a management development checklist)

Click Here for A through 'Marketing'

Click Here for T through Z

Meetings

Consensus Tips for Improving Firm Management April 2005
Value of Conducting Better Meetings July 2005

Mergers

Accountability Culture Clash in Mergers June 2005

Mentoring

Staff How to be a Mentor or a Protégé February 2006
Acquisitions Immediate cash flow Tips on Buying Small Firms July 2005
Overpaid partners The Small and Medium Size Firm Mergers December 2005
Relieve partner stress Tips on Buying Small Firms July 2005
Culture clash Culture Clash in Mergers June 2005
Due diligence on buyer M&A Due Diligence March 2005
Loss of autonomy Before You Merge, Consider These Issues, Can You Grow Without Merging Up? April 2005
Market conditions Buyer’s Market or Seller’s Market for CPA Firms? March 2006
Merging up For growth Before You Merge, Consider These Issues, Can You Grow Without Merging Up? April 2005
Non-compete agreements M&A Due Diligence March 2005
Preparing to merge or sell Are You Prepared to Meet Your Buyers? March 2006
Phased The Two-Phased Merger Process April 2006
Two technology systems Dealing with Two IT Systems in a Merger March 2006
To solve problems Before You Merge, Consider These Issues, Can You Grow Without Merging Up? April 2005
How to How to Acquire, Sell, or Merge a CPA Firm July 2006

Niches

Dominating How to Become a Dominant Provider in Your Niche April 2006
Financial services Financial Services is Permeating the Profession April 2006
Forensic accounting Explosive Growth in Forensic Accounting June 2006
Hot niches Beware of "Hot" Niches August 2006
M & A Success in M&A July 2006
Payroll services Payroll Services Offered by ASPs—Low Cost/High Value to You and Your Clients May 2006
  New Popularity of Payroll Services in Partnership with ASPs May 2006
  New Opportunities in Payroll Services July 2006
Valuation services What is the Future for Valuation Services? July 2006

Outsourcing

Tax Prep—pros and cons The Pros and Cons of Tax Preparation Outsourcing July 2005
HROs/PEOs Outsourcing to HROs and PEOs July 2005

Organization

Democracy/Republic? Do You Have the Right Organizational Structure? December 2005

Partners

Admission Criteria for Admission of Partners November 2005
Compatibility What Makes Partners Compatible (or Incompatible)? March 2006
Management responsibilities Are You Managing, or Just Running a Book of Business? April 2006
Part-time Does Part-Time Partnership Make Sense? April 2006
Non equity partners Selecting, Managing and Compensating Partners June 2006
Retirement—planning for You Need a Strategy for Partner Retirement May 2006
Selecting Selecting, Managing and Compensating Partners June 2006
Selecting—importance of niche expertise Selecting, Managing and Compensating Partners June 2006

Performance

Compensation Partner Compensation April 2005
  Essential Components of a Partner Compensation February 2005
  Compensation Plan Should Recognize Partner Value July 2005
  Basing Compensation on Performance Management April 2006
Complying with Policies Choosing a Governance System July 2005
Dysfunctional Do You Recognize Dysfunctional Partners? March 2006
Measurement Balancing Current Profits Against Long-Term Value of the Firm January 2005, No. 1
  Ten Ideas for Becoming a Better Managing Partner June 05
Measurement—Realization Manage Better for Better Earnings September 2005
Monitoring How Leaders Influence the Firm July 2005
Management of Can the Enron Syndrome Affect Your Firm? November 2005
Roles Criteria for Admission of Partners November 2005
  Efficient Service Delivery Requires Leadership March 2005
  Developing Niches Requires Serous Planning June 2005
Measurement How to Simplify Performance Measurement May 2006

Pricing

Managing Value Pricing If You Want to Implement Value Pricing, Put Someone in Charge of It September 2005
Value pricing—reasons for Is Value Billing the Key to Survival for CPA Firms? April 2006
Tax returns An Innovative Pricing Method for Tax Preparation August 2006

Recruiting

Recruiting Effectiveness of Making Recruiting Efforts More Efficient and Effective March 2006
Mirror current staff How to Reduce Staff Turnover May 2005
Non accountants Efficient Service Delivery Requires Leadership March 2005
  Accent on Human Capital March 2005
Using alumni PCPS White Paper on Recruiting and Retention January 2006
Using outside recruiters Outsourcing the Recruiting Function July 2005
Using marketing people Marketing’s Role in Recruiting July 2005
Using professors PCPS White Paper on Recruiting and Retention January 2006
Using young staff The Tie-In Between Staffing and Succession May 2005
By small firms How Small Firms Can Improve Recruiting and Retention June 2006
Case study A Recruiting Model from a 25-Year-Old Firm June 2006
Marketing and Staff Recruitment as a Marketing Process June 2006
Using Web site for Using Your Web Site for Recruiting July 2006
Using Web site for Using Your Web Site for Recruiting July 2006
Using staff for Use Your Staff to Recruit July 2006

Retreats

Topic for discussion Discussion Topics for this Year’s Retreat March 2006
  What to Discuss at Your Upcoming Retreat April 2006
  Planning Your Retreat August 2006

Resources for CPAs

Small firm resources AICPA Programs for Small CPA Firms Year’s Retreat April 2006
Web sites of interest Useful Web Sites for CPAs April 2006

Small Firms

Exit Strategies Exit Strategies for Small Firms March 2006

Selling

Advisory skills and Maximizing Your Effectiveness in Landing Clients February 2005
Hammer looking for a nail Sales Advice for Introverts February 2006
Sales training—practical A New Look at Sales Training January 2005
Being too eager Public Relations Made Easy June 2006
Cold calls Making Cold Calls on the Telephone May 2006

Skills

Non traditional Fourteen More challenges for the Profession July 2005
  Maximizing Your Effectiveness in Landing Clients February 2005
Management skills not valued Manage Better for Better Earnings September 2005
Scheduling—Staff Pools Manage Better for Better Earnings September 2005
Writing Learning to Write—Why You Must and How You Can June 2006

Small Firms

Starting a practice How to Start a CPA Practice May 2006

Staff

Appraisals of Advice from Leading Consultants to the Profession April 2006
Generation X Working With Generation X February 2005
Growth Opportunities Manage Better for Better Earnings September 2005
Internships How to Attract Top Graduates July 2005
Loyalty of There is No Loyalty Among Your Staff March 2006
Mentoring Mentoring Can Reduce Staff Turnover February 2005

Reconfigure jobs to create non accountant positions

Creative Recruiting Strategies July 2005
Retention Innovative Approaches to Staffing Problems November 2005
  How Firms Deal With Staff Scarcity February 2005
  How Firms with Low Turnover Retain Staff July 2005
Communicating Recruiting Ideas for Smaller Firms January 2006
Fear of losing Recruiting Ideas for Smaller Firms January 2006
Flexible work schedules Flexible Work Schedules April 2005
Post departure interviews Return on Investment in Employee Benefits June 2005
Publicize staff expertise More Tips on Staff Retention February 2006
Working from home Working from Home—Pros and Cons March 2006
Alternatives to adding Accommodating Growth—Staff Alternatives, Leadership and Succession May 2006
Growth Opportunities Don’t Let Staffing Problems Stunt Your Growth July 2006
Retention Why Staff Leaves August 2006
Shortage-solving It’s Not the Shortage of Staff, It’s the Deficiency in the Work Environment August 2006

Strategic Plan

Change—effecting Change—Often Necessary and Harder than You May Think March 2006
  Increasing Popularity of Strategic Alliances April 2006
Compensation tied to How to Tie Compensation to Strategic Plans September 2005
  Partner Compensation Systems are Changing September 2005
Goal setting How to Set Goals March 2006
Execution of Strategies Fail Because of Poor Execution June 2006
Goal setting If Your Staff Doesn’t Know the Firm’s Goals, It Will Not Achieve Them June 2006

Succession Planning

Clients New Ideas March 2005

Committee replacing retiring MP

Succession Planning March 2005
Exit strategies Exit Strategies for Small Firms March 2006
Future leaders-development Succession Planning March 2005
Replacing every leader The Good and Bad News on Succession Planning May 2005
White paper (AICPA) on How to Handle Transition March 2006
Future leaders—development of Accommodating Growth—Staff Alternatives, Leadership and Succession May 2006

Surveys

Compensation Compensation Survey April 2006

Click Here for A through 'Marketing'

Click Here for T through Z