April 2011 CPA Leadership Report

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Vol. 9 No. 4, April 2011

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.

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A Positive Outlook for the Future AICPA survey indicates that CPAs are optimistic about what lies ahead. CPA Trendlines
Should Your Clients Give Employee Performance Reviews? Doing so can provide valuable feedback to employees and the firm, and can strengthen relationships with clients. CPA Practice Management Forum
Have You Looked at Your Partnership Agreement Lately? Several consultants discuss the importance of having -- and referring to -- an up-to-date partnership agreement. Accounting Today*
Going Paperless -- Recent Trends Highlights from the Association for Accounting Administration's Paperless Office Practices Survey. Solutions for CPA Firm Leaders
Why Your Firm Needs New Ideas Find out what innovation can do for your firm, and learn what some of the best business innovators have in common. CPA Success
What Successful Leaders Know Ten tips for increasing your leadership leverage. CPA Trendlines
Building Trust in Your Firm You work harder, longer, and more conscientiously for, and with, people you trust. Solutions for CPA Firm Leaders
Keep Talent on Your Team Meet the needs of your high-performance team members so they will stay invested in your firm. ConvergenceCoaching, LLC Inspired Ideas
Technology Trends for CPAs What are the primary technology concerns for CPAs right now? CPA Success
Still Not Convinced? How CPAs Can Use Social Media One seasoned CPA explains how he has learned to use social media for the benefit of his business. AICPA CPA Insider
The Firm of the Future is Here Here's how things changed at a real-world "firm of the future" that fully embraced value pricing. VeraSage Institute
Are Accountants Actually On Board with Cloud Computing? Hunter Richards gives us insight on how accountants really feel about the cloud. Software Advice

Help Your Clients Benchmark Their Performance You have the power to answer the burning question for each of your business clients: "How am I doing compared to . . ." AICPA CPA Insider

How to Get On a Prospect's Short List The answer is to "become the benchmark -- the option the buyer compares to all others." Rain Today
Key Metrics for Tracking and Predicting Sales Performance Key metrics firms can use to measure the effectiveness of their sales teams. Rain Today*
Blogs and Status Updates: Simple Social Media Tools for CPAs Use these basic and brief social media options to connect with associates and attract new clients. Journal of Accountancy

Tech Survey Reveals Cloud Concerns Some 28 percent of CFOs say "they have steered clear" of the cloud altogether. CPA Trendlines

Looking for Trouble -- Check Out Clients Before You Take Them On Conducting a client risk assessment is your best defense against fee disputes, malpractice claims, and other risks. Accounting Today*

LinkedIn 101 Not sure where to start with LinkedIn? Here are a few simple steps for joining the LinkedIn world of social and business connections. Journal of Accountancy
How Accountants Can Get "LinkedIn" Ten ideas for CPAs who want to expand their business influence through LinkedIn. Journal of Accountancy

101 Marketing Strategies In this month's issue we present Chapter 11 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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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

Assistant Editor:
Hohna Hartley

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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