Vol.13 No.1 January, 2015

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.

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   

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*The Challenge of Leading Leaders
Ideas for managing the independent, driven professionals in your firm.
Partner Insights

The New Wave of CPA Firms
How is your firm navigating the changing face of business?
Accounting Today

Value Pricing: Don't Confuse It With Value Billing
The best way to determine a fee for recurring services is to set the fee with the client in advance of performing any work.
CPA Trendlines

Why Would Anyone Want to Work for a Small Firm?
Overcoming young professionals' bias against smaller firms.
The Marc Rosenberg Blog

Measuring Job Performance: Getting Away From Time
Jennifer Wilson explores survey responses regarding use of staff performance measures that are not based on time
ConvergenceCoaching, LLC Inspired Ideas

The Growing Demand for Diversity
What can your firm do to meet the needs of an increasingly diverse population?
Accounting Today

MP's Role in Technology Implementation
The MP should ensure that the firm uses technology to have the greatest impact possible on efficiency and profitability.
ConvergenceCoaching, LLC Inspired Ideas

For CPA Firms, Bigger is Better
The largest CPA firms continue to outperform other firms in terms of revenues and profits for individual practitioners
CPA Trendlines

Location, Location, Location
According to the Rosenberg Survey, a firm's location can make a big difference in its performance.
CPA Trendlines

When to Invest in Young Leaders
Rita Keller advises firms to identify and begin investing in rising stars as early as possible.
Solutions for CPA Firm Leaders

How to Recognize Young Leaders
Ten tips to help you identify future leaders in your firm.
Solutions for CPA Firm Leaders

Maximize Your Firm's Intellectual Capital
Understand and develop the intellectual capital under your own roof.
Partner Insights

Social CEOs
Social media and leadership -- how the savvy set themselves apart.
Solutions for CPA Firm Leaders

*The Need for Succession Planning Has Reached a Critical Stage
A troubling number of CPA firms have not taken steps to institute a formal plan.
Journal of Accountancy

Closing the deal
What to do when your prospect is prolonging the closing process.
AccountingWEB

*Don't Make These Mistakes
Three common errors accounting firms make with their clients, and what they should do instead.
Accounting Today

Your Not-for-Profit Clients Need Risk Management Help
An increasing number of NPOs are testing the risk management waters.
Journal of Accountancy

What Do Staff Members Think of Their Firms?
We presented a series of questions regarding CPA firm staff attitudes and asked the experts to indicate how they would expect most staff, with at least three to four years' experience, to answer.
CPA Leadership Institute Leadership Forum Report

How Do Staff Members Rate Your Firm?
We presented a series of questions regarding CPA firm staff attitudes to partners and staff/administration and asked respondents to indicate how they would expect most staff, with at least three to four years' experience, to answer.
CPA Leadership Institute Practice Management Survey

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