December 2014 CPA Leadership Report

Vol.12 No.12 December, 2014

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.


Workflow: Righting the Upside Down Pyramid Avoid having partners who do non-partner work and a staff that's underworked and undertrained. Public Practice*
Partner Compensation: Factors to Consider August Aquila lists general and economic factors to consider in designing a compensation plan that's right for your firm. Partner Insights
Women in the Lead Rita Keller's surprisingly simple advice for women in leadership. Solutions for CPA Firm Leaders
When Value Pricing Doesn't Work Sometimes hourly billing is still the best choice. CPA Trendlines
Demystifying Millennials Working with the younger generation may be easier than you think. Solutions for CPA Firm Leaders
//www.cpaleadership.com/members/Survey_Says____CPA_Firm_Revenue_Growth_is_Accelerating.cfm ">Survey Says . . . CPA Firm Revenue Growth is Accelerating An analysis of the 16th annual Rosenberg Survey.. Public Practice
From Accountant to Consultant What you need to know if you are considering a late-career transition to consultant. Journal of Accountancy
Rules of Engagement: A Checklist for New Opportunities August Aquila provides a checklist for scoping out a new business opportunity. Partner Insights
The Four Levels of Mentoring What's your firm's approach to mentoring? Solutions for CPA Firm Leaders
Accounting Firms are Different Partners rarely want to get involved in anything that smacks of management or leadership, preferring to leave that to others. CPA Trendlines
What Should You Include in the Letter of Intent? Marc Rosenberg outlines items you should address in an LOI. The Marc Rosenberg Blog*
What's Your Firm Worth? Factors that drive the sale price of "large" firms, defined as those with five or more owners. Journal of Accountancy
Modern Marketing Develop marketing strategies that are up-to-date, relevant, and effective. Accounting Today
Differentiating Your Firm How to set your firm apart from the pack. Ric Payne's Blog
The Secrets of Client Retention CPAs share the best methods for keeping clients happy. CPA Trendlines*
Tax Claims: How to Protect Yourself Tax claims are the most frequently asserted claims against accountants. In this article, risk management experts offer their insights into how accountants can protect themselves against liability. Accounting Today
Courts Scrutinizing Noncompete Agreements In recent cases, continued employment, by itself, was not sufficient consideration. Public Practice

Managing Partner's Role Experts weigh in on what MPs should be doing more of and less. CPA Leadership Institute Leadership Forum Report

How Do You Rank Your Clients? We asked firms to indicate the percentage of their clients they would rank as "excellent," "good," "not good," and "might want to terminate." CPA Leadership Institute Practice Management Survey

Last Month's Best Practices Ideas Our latest survey reveals the methods firms use to evaluate client satisfaction. 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