Vol. 11 No. 1 January 2013

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 our Webinars at no cost.

   

*Strategies for Boosting Profitability
Managing partners offer their best practices.
The Marc Rosenberg Blog

Checklist for a Successful Practice
Use the following checklist to evaluate your firm. The more items on this list that describe your firm, the better your firm will be.
Partner Insights

What CPAs Can Learn From Weight Watchers
Without a process for change, we don't grow, and the skills that got us to where we are won't get us to the next level.
Partner Insights

To Hang on to Your Rising Stars, Let Them Know What to Expect
Differentiate your firm by providing clear answers to questions from top performers about their path to partner.
AICPA CPA Insider

Misleading Metrics
Four measures of (or ways of looking at) profitability that undoubtedly are leading you in the wrong direction.
CPA Trendlines

Let the Poor Performers Go?
Many firms have a policy for dealing with the bottom 20 percent of their client base. What about a policy for dealing with the lowest performing employees?
Solutions for CPA Firm Leaders

MAP Survey: Things are Looking Up for CPA Firms
Revenue growth and partner compensation are on the rise.
Journal of Accountancy

Trends That May Affect You This Year and Beyond
An increase in lateral mergers among smaller firms, and other predictions for 2013 and beyond.
RedZone, Play of the Month

For CPAs, New Technologies Demand New Skill Sets
Ninety percent of surveyed accountants indicated that new technologies have changed the list of skills essential for success in accounting.
AICPA CPA Insider

Negative Effects of Technology
Powerful technology on our desks can result in significant reverse delegation of routine tasks.
Profit Points

Stop Working the Way You Used to Work
If you keep doing what you've been doing, you'll keep getting what you've been getting.
Flowtivity

Do Your Clients Love You?
Here's what you should be doing to be loved.
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.

  

*Laying a Foundation for Effective Succession Planning
The Success Institute's Bill Reeb urges firms to stop focusing on symptoms and start focusing on resolving root cause issues that a good succession plan should address.
Public Practice

Protect Your Firm With Mandatory Retirement
Mandatory retirement dates help ensure a smooth transition.
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.

  

Manage the Revenue Stream Rather Than the Niche
Niches are important but they may limit your vision and accountability.
Accounting Today

Payroll Services
A payroll services niche is easy to implement and can be a profitable revenue producer. It also has side benefits.
Source: 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.

  

*Don't Underestimate Your Website's Importance as a Marketing Tool
Personal recommendations are the most important factor, but your website is critical too.
CPA Practice Management Forum

Time to Cross-Sell Your Firm's Services
The more services you provide to clients, the more profitable clients become and the harder it is for them to break away from your firm.
Solutions for CPA Firm Leaders

Get Moving on Social Media
According to a Deloitte/MIT study, firms have just three years to get "social."
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.

  

What Do Your Clients Really Think of You?
Half of all responding CFOs say they would not recommend their accountants to others.
Public Practice

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Published by CPA Leadership Institute, Inc.

• Joel Shiffrin, Publisher and Editor-in-Chief • Daniel Shiffrin, Managing Editor
• Angela Ruggiero, Director of Member Services • Hohna Hartley, Assistant Editor

   © Copyright 2012 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited   

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