Vol. 4 No. 5, May 2006

Vol. 4 No. 5, May 2006

 

                                                                                                                                                           

Vol. 4 No. 5, May 2006 

   Expanding Your Knowledge While Conserving Your Time. 

                                                            Vol. 4 No. 5, May 2006
 

We hope you enjoy our sample issue of CPA Leadership Report, which contains reviews of the most important articles on leadership and management in the accounting profession. This month we made selections from over 20 journals, magazines, newsletters, and Web sites serving the profession.

This is a sample issue only. Summaries marked with an (*) are open to the public. To become a subscriber, please click here.

Please be sure to visit the Profit and Value Manager in the Resource Center below. It is a unique checklist that will help increase productivity, earnings, and growth. It will help individuals and all size firms plan retreats, recruit staff, prepare for succession, develop leaders, and much more.

CPA Leadership Report is published monthly by CPA Leadership Institute, Inc., 150 North Michigan Avenue, Suite 2700, Chicago, IL 60601. Editor-in-Chief: Joel Shiffrin, CPA, MBA. [email protected]. 888-406-0088.

Contents   

 

Sources

Vol. 4 No. 5, May 2006

   
*Profit and Value Manager—Sample Version   CPA Leadership Report
*Index to Practice Management Concepts in Previous Reports (Use in preparing for your next retreat—or as a management development checklist)   CPA Leadership Report
Keeping Up-to-Date on Sarbanes Oxley Compliance   Accounting Today
Vol. 4 No. 5, May 2006    

*So You Think Your Clients Will Give You Referrals?

  Trendlines
Accommodating Growth—Staff Alternatives, Leadership and Succession   AOMAR
*How to Start a CPA Practice   Journal of Accountancy
Working From Home   CPA Insider
Optimizing Your Technology Investment   Accounting Today
*You Need a Strategy for Partner Retirement   Inside Public Accounting
Creativity and Accountants   Partner Advantage Advisory
*What is Firm Culture and How Does it Affect Your Success?   CPA Practice Management Forum
Your Workplace and Its Relationship to Intergenerational Differences   AOMAR
Practical Practice Tips and Useful Information   Journal of Accountancy
*Three Areas of Focus for Future Growth of Accounting Firms   Accounting Today
How to Simplify Performance Measurement   Accounting Today
*David Maister's Management Lessons from a Personal Fitness Trainer   David Maister Professional Business Professional Life

Vol. 4 No. 5, May 2006

   
Exempting Small Companies from Sarbanes-Oxley   Bowman First Alert
A Case for an Interstate Compact for CPA Regulation   Accounting Today
Survey of CPAs on Interstate Licensing   Inside Public Accounting

Vol. 4 No. 5, May 2006

   
The CPA in Mediation   The CPA Journal
Helping Clients with R & D Credits   Practical Accountant
Being Open with Clients   Accounting Today

Vol. 4 No. 5, May 2006

   
Payroll Services Offered by ASPs—Low Cost/High Value to You and Your Clients   Practical Accountant
New Popularity of Payroll Services in Partnership with ASPs   Accounting Technology

Vol. 4 No. 5, May 2006

   
What Blogs Have Done for Some CPAs   CPA Insider
Useful Websites for Market Research and Competitive Intelligence   Marketrends
How to Get New Business from Your Web Site   The Rainmaker Marketing Letter
*Making Cold Calls on the Telephone   The Rainmaker Marketing Letter
How to Inspire People to Ask for Referrals   CPA Practice Management Forum

Sponsors 

 

Vol. 4 No. 5, May 2006

Merger and Transition Advisors
Exclusively Serving the
 National Accounting Community

 

Vol. 4 No. 5, May 2006

The Business Development and Resource Partner for Leading Wealth Management Firms.

 


Vol. 4 No. 5, May 2006

Professional Liability Insurance
for Accountants.

 


Vol. 4 No. 5, May 2006

Estate Planning and Elder Law Center
 

     Vol. 4 No. 5, May 2006

The National Leader in R&D Tax
Credit Studies
 

           Vol. 4 No. 5, May 2006
An intuitive workflow and information automations solution for the accounting profession

       
Vol. 4 No. 5, May 2006
Helps CPAs manage the tax
preparation process

 

 Vol. 4 No. 5, May 2006
One of the world’s largest networks of large accounting firms

 

 

           Vol. 4 No. 5, May 2006
The largest community of accountants dedicated to the practice development of
independent accountants

 


 

Vol. 4 No. 5, May 2006
Software products for CPAs and
their clients

 

 

Vol. 4 No. 5, May 2006

Equips top associates with essential rainmaking skills

 

 

Vol. 4 No. 5, May 2006
Partnering in cost segregation,
a tax saving strategy
 

 

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board for CPA Leadership Report

Consulting for CPA Firms

Cost Segregation Studies

Estate Planning

Tax Credits – R&D, EZ, Mnfg and Training

Tax Return Preparation

Association of
 Accounting Firms

Practice Development for Independent Accountants

Sales Training

Software for CPAs

Work Flow Automation

Merger/Transition Advisors



Should your firm be listed here? 
If it should be, or you know of other qualified firms, call
(312) 540-9841

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

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 Frederiksen & Co., Inc and CPA Champions

   © Copyright 2006 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited