Vol. 10 No. 1, January 2012

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 *.

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Being Accountable for Accountability
Accountability is one of the top issues for CPA firms today but, according to consultant Bill Reeb, few firms do it well.
Public Practice

*Managing Partner Lessons
Most new MPs enter the job with little training and few mentors to guide them. Consultant Gary Adamson offers some suggestions.
CPA Practice Management Forum

What Stars Want
The AICPA's Private Companies Practice Section Top Talent Survey reveals keys to attracting and retaining "high-potential" CPAs and shows how their priorities have changed over the last five years.
Journal of Accountancy

*What's in Store for 2012?
Predictions and trends you may wish to consider in your strategic planning for 2012 and beyond.
RedZone, Play of the Month

Invest in Your Firm's Future Leaders
Five easy strategies for developing your successor.
AICPA CPA Insider

Sam Walton's Rules for Success
Firms should make these rules part of their culture in 2012.
Partner Insights

Leadership: Making Others Better, Faster, and Stronger
The key to long-term, sustainable success.
Public Practice

Hire to Lower Costs, Increase Efficiency
Who should your firm hire to make the most of its time, talent, and money?
CPA Trendlines

How to Hang on to Your Top Performers
In 2011, it seems that staff are thinking the honeymoon is coming to an end.
Solutions for CPA Firm Leaders

Adventures in Payroll Services
Learn from four firms that each chose a different path in offering their clients payroll services.
Accounting Today

Profit is Good . . . Usually
The problem occurs when the pursuit of profit is driven by efficiency rather than by innovation and customer satisfaction.
VeraSage Institute

To Communicate Effectively, Talk, Don't Text
To get things done, you can't beat face-to-face.
The Marc Rosenberg Blog

Leading Up
Suggestions for dealing with a boss who doesn't manage his or her time well.
Solutions for CPA Firm Leaders

No More Saturdays: A New Busy Season Strategy?
The "cool" firms are eliminating mandatory Saturdays.
ConvergenceCoaching, 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.

  

Is Average Billing Rate a Deal Breaker?
Not necessarily, but if there are big differences you need to find out why.
The Managing Partner Advisor

*ESOP as Exit Strategy
In many states, ESOPs can provide a flexible, tax-advantaged exit strategy for CPA firm owners.
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.

  

The Value and Power of Marketing
Bruce Marcus discusses the new generation of marketers and the integral role of marketing in your firm's success.
CPA Trendlines

Making Rain in a Tough Economic Climate
Three strategies your firm must embrace to gain new clients.
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.

  

Family Business: How Children Can Earn Their Equity
Considerations for business owners struggling with whether -- and how -- to transfer ownership to their children.
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.

  

Successor Auditor Engagements: Handle With Care
Firms considering an engagement as successor auditor should take precautions to avoid significant liability exposure.
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 20 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

    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

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