Vol. 9 No. 8, August 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.

Members of CPA Leadership Institute can access the reviews below. Non-members can become familiar with CPA Leadership Report by reading the articles marked with an *.

Click here to learn about the comprehensive benefits of membership and the extraordinary value of our Professional program level where you can attend all CPA Leadership Institute webinars at no cost.

   

CPA Firms Can Benefit From ERM
Implementing enterprise risk management can help firms enhance their own performance and improve their ability to consult with clients about ERM.
The CPA Journal

What Your Firm Should Expect From Its Partners
Cost-cutting measures have left many CPA firms with "no additional fat to cut." The only area left to examine, therefore, is the partners.
CPA Practice Management Forum

Six Elements of the Value Creation Process
One CEO's story about making the transition to value-based client relationships and value pricing.
VeraSage Institute

Meeting Today's Challenges Demands New Leadership Approaches Participants at the AAA National Practice Management Conference identified their top seven leadership challenges.
CPA Success

Is Your Price Right?
By cutting costs during the recession, CPA firms have achieved pretty good results. Now it's time to shift the focus to the revenue side of the equation.
Accounting Today

Implementing Accountability
Six steps toward experiencing the benefits of accountability within your team.
Partner Insights

Turning Your Goals into Reality
Take concrete steps to set and accomplish effective goals.
Convergence Coaching, LLC Inspired Ideas

*Time to Cut Ties?
A checklist for determining when it might be time to disengage from a client.
AICPA CPA Insider

Opportunities and Challenges for CPA Firms
The 2010 National MAP Survey reveals CPA firms have significant opportunities and challenges, both of which are often related to growing regulatory and tax complexity.
CPA Success

*The Value of Vulnerability
Why leaders should find ways to let down their guard with their teams.
Convergence Coaching, LLC Inspired Ideas

Leadership Transitions
As Baby Boomers retire, how much change should the new, younger leaders bring to their firms?
Solutions for CPA Firm Leaders

*Value Pricing: No Timesheets Means No Cheating
Timesheets invite cheating, in large part because of the gap between the recording of the hours and the ultimate invoice.
VeraSage Institute

Personalities on the Job
How much should our personalities be allowed to affect our job performance?
AICPA CPA Insider

*Time to Update Your Performance Reviews?
Has your firm considered the benefits of switching to digital performance reviews?
Solutions for CPA Firm Leaders

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

Avoid These Marketing Pitfalls
Two common pitfalls are often responsible for the gap between marketing expectations and marketing performance.
Journal of Accountancy

Fighting for New Business
Tips on competing for new clients.
CPA Trendlines

CPA Firm Marketing Trends
Alan Vitberg pinpoints the new and effective trends in marketing for CPA firms.
CPA Trendlines

Marketing Success Story


How one firm is utilizing leading edge strategies to create new business opportunities.
CPA Trendlines

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

IFRS Isn't Coming . . . It's Already Here
Regardless of whether the SEC mandates adoption of IFRS by U.S. companies, the international community is pressuring U.S. companies to conform.
CPA Success

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

  

Accounting is a Risky Business
From a liability perspective, several factors make accounting practice riskier today than it was five years ago.
Accounting Today

CPE webinars for CPAs and CPA firm leaders. Thought leadership articles from leading experts. Annotated checklists on M&A, partner compensation, client services, and more. Turnkey blog/newsletter program for CPA firms.

   

*101 Marketing Strategies
In this month's issue we present Chapter 15 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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  • Should your firm be listed here? 
    If it should be, or you know of other qualified firms, call
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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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    Reproduction or distribution of this newsletter is prohibited