Vol. 9 No. 7, July 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 where you can attend all CPA Leadership Institute webinars at no cost.

   

Weathering the Storm
The accounting profession is currently faced with three major challenges that combine to form a "perfect storm."
CPA Practice Management Forum

*How to Measure Success
August Aquila presents the Balanced Scorecard -- a means of implementing and measuring the success of your firm's approach to business.
Partner Insights

Does Your Business Model Support Your Mission?
A model driven by value creation, as opposed to by hourly billing, is more in line with a firm's mission.
CPA Success

Great Leaders Stay Ahead of Trends The biggest reason great leaders fail, says futurist Andrew Zolli, is that they fail to detect the weak signals of disruptive change on the horizon.
CPA Success

Consider the Risks When Rewarding Success
Robert Torok offers an alternative compensation program that weighs long-term risk and motivates through incentive.
AICPA CPA Insider

Staying on Top of the Trends
Use technology to keep your business current and serve your clients better.
CPA Trendlines

Are Your Clients Right for You?
Consider more than whether they are breathing when evaluating prospective clients.
CPA Trendlines

Make the Most of Your Post-Conference Motivation
Make a plan for action before your post-conference ideas and enthusiasm fade away.
Convergence Coaching, LLC Inspired Ideas

The Firm of the Future?
DeepSky's goal is to replace the in-house accounting department with an outsourced, virtual one.
Accounting Today

"We Sell Time" -- A Flawed Business Model
Ron Baker finds fault with the traditional business model embraced by professional firms.
Accounting Today

Healthier Relationships Lead to Less Conflict
Sylvia Lane provides insight for minimizing conflict in personal and business relationships.
Convergence Coaching, LLC Inspired Ideas

Questions for Firm Leaders
Rita Keller asks firm leaders to consider their motivation and approach to leadership decisions.
Solutions for CPA Firm Leaders

*Take Your Leap into the Cloud
Has your firm been hesitating to join the migration to the cloud? Get practical suggestions for how to tackle your move to Web-based systems.
AICPA CPA Insider

AICPA to Overhaul Ethics Code
The AICPA's Professional Ethics Executive Committee is recodifying and enhancing the organization's Code of Professional Conduct.
Journal of Accountancy

Do You Have the Right Credentials?
A designation's weight depends on the organization that stands behind it.
Accounting Today

A Downside to Social Media?
Has your firm considered the risks of using of social media?
Solutions for CPA Firm Leaders

Finding Your Perfect Match
How to determine whether a merger candidate is a "good fit."
Public Practice

*Six Steps to Successful Succession


Most people place the "cultural" components ahead of the size of their paycheck.
The Rainmaker Academy

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.

  

Build Your Online Brand (Before Someone Else Does)
If you want to stay relevant today, your communications arsenal had better include a healthy dose of social media.
CPA Success

Networking on the Web? Or in Person?
Jody Padar explains how she has used social media to expand her business and connect with Generations X and Y.
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.

  

Show Clients How to Succeed in Business


CPAs can provide significant value to their clients by helping them improve their business planning and develop strategies for enhancing their financial performance.
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 14 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].

Sponsors 

 

Sponsor our E-Newsletter
CPA Leadership Institute offers many email and website sponsorship opportunities.
Learn more here or
contact Joel Shiffrin.

Directory of Resources for Accounting Firms

Published by
CPA Leadership
Institute, Inc.

Advisory Board
for CPA
Leadership Report

  • Accounting Firm Association

  •  

  • Business Advisory

  •  
  • Consulting for CPA Firms

  •  
  • Insurance

  •  
  • Merger/Transition Advisors

  •  
  • Sales Training

  •  
  • Tax Return Preparation

  •  
  • Workplace Assessments

  •  
  • Work Flow Automation

  •  
  • Writing & Research


  • Should your firm be listed here? 
    If it should be, or you know of other qualified firms, call
    (888) 406-0088

    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

       © Copyright 2011 CPA Leadership Institute, Inc.
    Reproduction or distribution of this newsletter is prohibited