Vol. 9 No. 12, December 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.

   

*Partner Compensation Programs That Work
Allan Koltin offers his insights into what makes a partner compensation program work.
CPA Practice Management Forum

Grow Your Business in Good Times and Bad
Characteristics of growing firms.
Accounting Today

Stuck in a Rut? Ideas for Moving Your Firm Forward.
Find out if your firm is stuck, and learn how to break free from unproductive patterns.
Accounting Today

Measuring Partner Performance
A key to Baker Tilly's success is its adherence to the precept "you get what you measure."
The Marc Rosenberg Blog

How Innovators Innovate
The top five skills for successful innovation.
CPA Success

Effective Performance Management
Six steps for developing a more productive and accountable team.
CPA Trendlines

Transforming Plans Into Actions
Many CPA firms fail to implement their strategies. This is by far the number one obstacle to success.
RedZone, Play of the Month

Is Your Firm Innovative?
Gary Boomer suggests five areas in your firm that could benefit significantly from innovation.
CPA Trendlines

How to Improve Your Net Billing Rate
Tips from Gary Adamson.
The Managing Partner Advisor

Technology Resellers Shifting to Cloud-Based Solutions, Consulting
The leading accounting and ERP value-added resellers are moving away from traditional on-premise systems.
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.

  

Providing a Path to Partner
Consultant Jack Lee looks at why firms may not have a path to partnership in place -- and why they should.
Convergence Coaching, LLC Inspired Ideas

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.

  

Four Ways to Sell a CPA Firm
Seller financing with a client retention guarantee isn't the only way to sell a firm.
AICPA CPA Insider

*Mergers: Tips for Doing It Right
Suggestions from a former managing partner who's been through five of them.
The Managing Partner Advisor

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.

  

*The Right Way to Use Social Media
Social media foster depersonalized, surface interactions that can erode trust. Yet the same breadth of interaction can leverage reputation gains.
RainToday

Increase Your Firm's Visibility
Practical ideas for increasing interest in your firm in order to attract and retain clients.
Solutions for CPA Firm Leaders

Raise Your Firm's Social Media Profile
Make a lasting impression with your firm's online presence.
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.

  

Test Your Fraud Smarts
This quiz reveals your fraud IQ.
Journal of Accountancy

Protecting Affluent Clients
Practical tips for protecting the wealthy from the sophisticated criminal.
AICPA 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.

  

Should You Inform on Your Clients?
The Dodd-Frank act provides generous cash rewards for whistleblowers. Does that include accountants?
The CPA Journal

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 19 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].

Sponsors 

Sponsor our E-Newsletter
CPA Leadership Institute offers many email and website sponsorship opportunities.
Learn more here or
contact Joel Shiffrin.

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

  • Accounting Firm Association

  •  

  • Business Advisory

  •  
  • Consulting for CPA Firms

  •  
  • Insurance

  •  
  • Merger/Transition Advisors

  •  
  • Sales Training

  •  
  • Tax Return Preparation

  •  
  • Workplace Assessments

  •  
  • Work Flow Automation

  •  
  • Writing & Research


  • Should your firm be listed here? 
    If it should be, or you know of other qualified firms, call
    (888) 406-0088

    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

       © Copyright 2011 CPA Leadership Institute, Inc.
    Reproduction or distribution of this newsletter is prohibited