August 2015 CPA Leadership Report

Vol.13 No. 8 August 2015

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. The CPA Leadership Report now includes: Leadership Forum Report, Best Practices Suggestions and Member Surveys.


Using Metrics the Right Way Depending on the situation, the same statistic may reflect a strength or a weakness. Public Practice*
Transformational Leaders, Transformational Firms Discover the characteristics of transformational leaders and the firms they lead. CGMA Magazine
Determining Partner Buy-in Should it be reduced by billings a manager originates? The Marc Rosenberg Blog
Are These "Worst Practices" ? Eating Up Your Profits? Nine bad habits to avoid. CPA Trendlines
How to "Manage" Your MP A look at how MPs should utilize their time and talent. The Partner Advisor
Is Your Staff Overpaid? Are your long-term administrative staff members earning their pay? Solutions for CPA Firm Leaders*
Tech You Should Be Using Now Five technologies are now, or soon will be, mainstream. They include cloud accounting, workflow, video meetings, customer relationship management, and E-signatures. Accounting Today
Whistleblowing: A Primer Most CPAs will encounter whistleblowing opportunities during their careers. Whistleblowing offers attractive benefits, but it's important to consider the risks as well. The CPA Journal
In Tax Practice, Due Diligence is Critical To protect yourself, ask more questions than you should. Journal of Accountancy
How to Attract New Clients A recent survey reveals the most -- and least -- effective ways to get clients. CPA Trendlines
What Matters in Marketing Insights on the state of accounting marketing. Professional Services Marketing Today
Connect for Success Knowledge and expertise are necessary, but clients want to know that you care. Accounting Today
The Changing Role of Finance Professionals Finance no longer is just about recording and reporting performance. CGMA Magazine
Learning to Innovate Ideas to help your firm embrace innovation and attract the next generation of professionals. Public Practice
Retirement: Is Your Partnership Agreement Doing Its Job? If you think remaining silent on goodwill-based partner retirement means your firm won't have to make these payments, think twice. CPA Trendlines*
How Risk Aversion Interferes with Rational Decision-Making What does this mean for professional service providers? Ric Payne's Blog
Are CPA Firms Ready for Succession? Rita Keller shares key results from the CPA Consultants' Alliance recent succession survey. Solutions for CPA Firm Leaders
Thought-Provoking Advice From Jobs and Goizueta Marc Rosenberg has been using quotes from these two visionaries to start strategic planning retreats for more than 20 years. The Marc Rosenberg Blog
Do You Like Your Clients? Are you choosing your clients with care or putting up with clients because they pay you? Solutions for CPA Firm Leaders

One-Tier vs. Two-Tier Compensation Experts weigh in on the biggest causes of partner conflict. CPA Leadership Institute Leadership Forum Report

Partner Compensation We asked firms what type of partner compensation system is the best. 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 2014 CPA Leadership Institute, Inc. Reproduction or distribution of this newsletter is prohibited