Vol. 9 No. 1, January 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 were you can attend all our Webinars at no cost.

   

*How to Create an Effective Partner Agreement
In this continuing series, Bill Reeb offers guidance on effective partner/shareholder agreements. In this installment, he focuses on retirement policies.
Public Practice

*Women on the Verge: How One Firm Trains Female Staff to Generate New Business
Cooperman's Women's Entrepreneurs & Leaders program has produced significant benefits, including building the confidence of female staff and generating new business from companies that are women-owned or have women in executive positions.
CPA Practice Management Forum

Thoughts on Having Your Business Acquired
Is it so bad to have someone else own your business?
Solutions for CPA Firm Leaders

"Full Service" is Not a Strategy
A new book dispels the notion that "full service" is the "ultimate growth strategy" and that "narrow" means "small."
VeraSage Institute Blog

*Reach Your Goals
Find out what Gary Boomer thinks about how your firm can accomplish its goals. CPA Trendlines

Don't Let Measurement Get in the Way of Good Judgment
Taking into account these seven moral hazards of measures may assist executives in avoiding putting efficiency ahead of effectiveness.
VeraSage Institute Blog

Transform Your Annual Team Retreat
Bring new life to this critical time with your team.
Accounting Today

Effectiveness Isn't Everything, It's the Only Thing
A thought-provoking debate about the roles of efficiency and effectiveness in management of a professional service firm.
VeraSage Institute Blog

Set Your Mind to It
How and why managing partners need to set goals.
Partner Insights

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.

  

Higher Billing Rates = Higher Profits
Having aggressive billing rates is one of the biggest factors in achieving a high level of profitability.
The Rosenberg Survey

Survey Reveals Top Firm Thought Trends
What top firms think about serving clients and utilizing technology.
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.

  

Escaping the Commodity Trap
In today's highly competitive environment, one key to survival is differentiating your firm's products and services so clients don't view them as commodities.
Partner's Report

Social Media: Leverage Your Marketing Power
Using the newest marketing media to level the playing field.
AICPA CPA Insider

A Forward-Thinking Firm
An accounting firm with a daily online newspaper?
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.

   

A New Approach to the Business of Consulting
Carrie Shea gives an up-close look at her new business model.
Accounting Office Management & Administration Report

Specialization: You and Your Industry
Perspectives from a Gen X'er and a Baby Boomer on the value of specialization in the accounting industry.
Accounting Today

Web-Based Help for Auditors
What could Confirmation.com do for you?
AICPA CPA Insider

Why Do You Do What You Do?
Serving your clients with passion.
CPA Success

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 8 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].

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    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

    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

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