Vol. 11 No. 8 August, 2013

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 our webinars at no cost.


  

*Is Your Firm Losing Its Edge?
Allan Koltin identifies the warning signs that a firm is moving from great to good.
CPA Practice Management Forum

Coping With the Future
Gary Boomer discusses trends affecting CPA firms and steps firms should take to grow.
Accounting Today

How to Raise Prices
In many cases it's not necessary to inform the client or get the client's permission before raising prices.
CPA Insider

How to Choose the Right Clients


Develop a clear process by which your firm accepts clients.
Journal of Accountancy

Insights for Leaders
Up and coming leader Tammy Bryant offers her perspectives on leadership and leadership development.
ConvergenceCoaching

//www.cpaleadership.com/members/Lead_Like_a_Biker.cfm "> Lead Like a Biker
What CPA firm leaders can learn from cyclists.


Partner Insights

What is Predictive Accounting?


What happens when accounting systems start talking to each other?
CPA Trendlines

Transitioning to Value Pricing
Survey questions to use in a CPA firm's potential transition to value pricing.
VeraSage Institute

Innovation: Your Firm Needs It


Accountants can and should play a key role in helping develop and implement new ideas.
Journal of Accountancy

Is Your Firm Ready to Go Virtual?


The benefits and challenges of converting to a virtual office.


Journal of Accountancy

CPAs Are, Or Should Be, Consultants
Successful partner groups have evolved from numbers crunchers to consultants.


Solutions for CPA Firm Leaders

Your "Shoebox" Client is Now a Profitable Client
With ScanWriter, what previously took weeks now takes hours.


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.

  

Successful Succession = Keeping Your Clients
Is your firm prepared to transition clients from your retiring Baby Boomers?
The Managing Partner Advisor

Will Your Practice Decline During Succession?
Joe Tarasco discusses the greatest risks to growth during succession and explains how to deal with them.


New Jersey CPA

Five Tips for a Successful Merger
Gary Adamson, five-time successful merger veteran, offers tips for tackling a merger.


The Managing Partner Advisor

*The M&A Market and Your Future
Results from the 2012 PCPS Succession Survey.


CPA Insider

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.

  

Marketing Practices at the Top 50 Firms
A survey offers insights into how the most effective firms manage the marketing function. The article also offers tips on how firm leadership can improve marketing and sales effectiveness.


CPA Practice Management Forum

Is Your Firm Ready to Write?
Develop a plan to create useful, meaningful content for your firm's prospects.


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.

  

Proposed Legislation to Tax "Remote Sales"
How The Marketplace Fairness Act would affect sales across state lines.
Convergence Coaching

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.

  

*Think You're Lawsuit Proof? Think Again
Avoiding mistakes, doing business with friends, and limiting your practice to tax work are not enough to avoid getting sued.


The Savvy CPA

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Published by CPA Leadership Institute, Inc.

• Joel Shiffrin, Publisher and Editor-in-Chief • Daniel Shiffrin, Managing Editor
• Hohna Hartley, Assistant Editor

   © Copyright 2013 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited   

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