Featured Webcast - How to Maximize the Exit Value of Your Business
Watch the highlights of one of our client education videos. Could your clients benefit from this video? In this presentation Chris Blees explores the selling process: 1) Evaluating your business and personal situation, 2) Reviewing your exit options and 3) Assess the valuation range.
Client Knowledge Center

*Don't Let Bad Clients Drive Out Good Clients
How to maximize high-value work from your best clients.
IFAC

Are You Throwing Away Your Marketing Dollars?
Thirteen ways accounting firms are misusing their marketing budgets.
Capstone Marketing

*What's Your Firm's Real New-Partner Buy-In Amount?
Marc Rosenberg says that in the past year or so, he's seen some firms disguise the true buy-in amount.
The Marc Rosenberg Blog

Merger Forecast for 2016
Gary Adamson predicts that merger mania will continue in 2016.
CPA Trendlines

Merging Up Got You Down?
Sixteen reasons small firm partners are anxious about merging up.
CPA Trendlines

Nine Skills Your Firm's Next Leader Must Have
After speaking with several managing partners from firms around the world, August Aquila developed this list of leadership skills that will be required in the near future.
Partner Insights

CPA Firms: Stop Selling Inputs and Start Selling Outputs
Firms must learn to price the destination, not the journey.
VeraSage Institute

Client, Meet Value-Pricing
How to introduce your client to the concept of value-pricing.
Journal of Accountancy

*Compensation in the Large CPA Firm
For large firms thinking about modifying their compensation systems, here are 10 best practices to consider.
Partner Insights

The Affordable Care Act: Still Full of Surprises
As the ACA's staged implementation continues, each year brings new surprises.
Accounting Today

Helping Millennials Help Themselves
Educate millennials about the difference between school and work.
Solutions for CPA Firm Leaders

Brand Building for Small Firms
Practical tips for creating your brand.
Journal of Accountancy

What's Your Firm's Management Style?
Marc Rosenberg compares two styles of firm management: partnership vs. corporate.
CPA Trendlines

Is the CPA Designation on Its Way Out?
David Bergstein encourages accountants to consider rebranding themselves as Certified Trusted Advisors (CTAs) or Chartered Global Management Accountants (CGMAs).
Accounting Today

Where Do CPA Firm Employees Work?
ConvergenceCoaching is encouraged to see some innovative new practices emerging this year.
ConvergenceCoaching

Better Days for Small Businesses
The latest growth and profit trends for small businesses.
CPA Trendlines

Client Selection Criteria That Drive Profit and Value
Tips from Ric Payne on how to identify client relationships likely to create lasting value.
Ric Payne's Blog

Social Media and the Talent Wars
Experts weigh in on whether using social media is a good strategy for attracting and retaining young talent.
CPA Leadership Institute Leadership Forum Report

Do CPA Firms Use Client Rating Systems?
We asked firms whether they use a client rating system or any specific criteria to determine which clients they will accept or keep.
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 2015 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited