Featured Webcast - Social Security Planning
Watch a preview of one of our client education videos. Could your clients benefit from this video? In this presentation explore the top ten mistakes people make when planning or not planning to start their Social Security benefits.
Client Knowledge Center

*Developing a Niche: What You Need to Know
The most successful niche practice is the one that starts with the client in mind.
Partner Insights

Avoid Surprises When Partners Retire
If you don't set policies and enforce retirement deals, your firm could become a financial hostage.
CPA Trendlines

Questions to Ask Before a Retreat
It's important to understand why topics are on your retreat agenda.
CPA Trendlines

Merging Up: The Sole Practitioner's Perspective
Two highly successful sole practitioners share their attitudes and thoughts about merging up.
The Marc Rosenberg Blog

*Are You Starving Your Consulting Practice?
Firms that attempt to manage consulting services like they manage compliance services risk "starving" the former.
Journal of Accountancy

Send the Right Message
Tom Hood explains how firms should communicate their real value.
IFAC, Global Knowledge Gateway

Don't Let Changing Business Models Change Your Values
CPA firms need to define and protect their "business model deal-breakers."
ConvergenceCoaching, LLC Inspired Ideas

Leadership More Important Than Ever Before
A quick insight on the value of leadership in your firm.
Solutions for CPA Firm Leaders

*CPA Firms Suck at Succession Planning
The most important thing you can do for your own success is make the people below you successful.
The Marc Rosenberg Blog

Pursuing New Clients: Do's and Don'ts
Gale Crosley addresses three misperceptions about pursuing new clients.
Accounting Today

Deloitte Survey Identifies Organizational Design as Top Concern
The survey also shows that few companies are ready to undertake an effective redesign or understand how their people work together in networks.
CGMA Magazine

Everyone is in Sales
The best marketing strategy is how you serve your clients.
Solutions for CPA Firm Leaders

The Lost Art of Listening
Thirteen tips for becoming a better listener.
Partner Insights

Finding Your Career "Sweet Spot"
Ric Payne explains why the years 40 to 50 are the most productive of your life.
Ric Payne's Blog

Watch Your (Body) Language
Be aware of the messages your body is sending.
Solutions for CPA Firm Leaders

Teach Your Team How to Sell the Firm
Train your entire staff to understand and sell your firm's full range of services.
CPA Trendlines

Lessons From Scalia and Ginsburg
Despite their differences, CPA firm partners need to work together for the good of the firm.
The Marc Rosenberg Blog

Most Effective Leadership Qualities?
Experts weigh in on the most effective leadership qualities in CPA firms.
CPA Leadership Institute Leadership Forum Report

Essential Leadership Qualities
We asked firms which leadership qualities they believe are most essential to effective leadership.
CPA Leadership Institute Practice Management Survey

Last Months Best Practices Ideas
If you didn't have time to read the entire report, read these three "can't miss" articles, which can help your firm continuously improve.
CPA Leadership Institute Best Practices Suggestions

Published by CPA Leadership Institute, Inc.

    Joel Shiffrin - Publisher, Editor-in-Chief
    Dan Shiffrin - Managing Editor
    Hohna Harley - Assistant Editor

   © Copyright 2015 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited