Vol. 5 No. 3, March 2007

Contents (Sources)

Do Your Partners Really Buy-in to the Firm Strategy?
David Maister says failure to execute strategies has some deep and disturbing causes. The problems are more pervasive than you may think. (David Maister)

*Succession—Practical Planning for Small Firms
Advice to small practitioners whose exit strategy is sale of the practice. (Florida CPA Netlink)

*Preventing Liability from Client Claims
The tax area is the biggest target for claims (55 percent), but audit claims are larger. Here’s how to prevent claims. (AOMAR)

Is Success Compatible with Quality of Life?
The answer is “yes” if you follow these suggestions. (CPA Practice Management Forum)

Conference Highlights on Employment Agreements
AAA Conference presentation on non-compete agreements, performance evaluations, recruiting, and health care. (AOMAR)

One Managing Partner’s Dedication to Core Values
If the managing partner doesn’t believe in the firm’s core values, no one will. (CPA Practice Management Forum)

The Future
The 17th annual Management Summit Predictions and Projections panel discusses trends in management, staffing and the profession. (Inside Public Accounting)

Preparing Your Firm for the Future
How will accounting firms deal with staff shortages, increasing competition, regulations, technology and retirement of boomers? (Accounting Today)

Working With Problem Partners
How do you deal with low energy, declining billings and hours, refusal to attend meetings, etc? (Partner’s Report for CPA Firm Owners)

CPA Firms Expect to Grow This Year
Over 30 percent of firms say they expect to grow by more than 10 percent this year. How will they do it? (AOMAR)

What Your Young Staff People Really Think
More than half of staff people rate their employers low. (Practical Accountant)

How One Firm Plans for Succession
SwaimBrown has a formal plan for continuation of the firm. (CPA Practice Management Forum)

Dealing With Four Generations in the CPA Firm
The needs of traditionalists, boomers, generation Xers and millenniums are far different. (The CPA Journal)

Searching for Uniformity in Regulating Out-of-State Practice
Many states are requiring CPAs from other states to register and pay fees to practice even via the Internet. (Accounting Today)

Keeping the Accounting Profession Healthy
AICPA chair, Jimmy Williamson, wants to "ensure that our profession remains as vital and as relevant tomorrow as it was a century ago." (Journal of Accountancy)

A Review of Forensic Accounting Services
Two dozen types of engagements and what you need to perform them. (Practical Accountant)

What You Don't Know About Your Clients
It takes more than satisfying a client to earn trusted advisor status. (CPA Insider)

Why CPAs Lose Clients
Poor service is the most often mentioned reason CPAs lose clients. (CPA Insider)

Who Should You Bring on a Sales Call?
On a sales call, at least an initial call, you should go alone. (Rain Today)

Create Your Personal Brand
How and why you should differentiate yourself from other CPAs. (CPA Practice Management Forum)

Sponsors