JULY 2013 BEST PRACTICE SUGGESTIONS

Every month we select some of the best ideas for practice improvement from the accounting literature. Here are the selections for July 2013.

BEST PRACTICE
LINK TO ARTICLE RESOURCE IN CPA LEADERSHIP REPORT
DATE OF ARTICLE
Management/People/Culture
Great Leaders: Don't let their focus get derailed with administrative tasks. They set their sights on the vision and fiercely lead toward it.
July 2013
Succession
Succession Planning Tip: Well before senior partners retire:
  • Transition "C" clients to managers not partners.
  • Establish two partnership classes: Client service partners and technical partners.
July 2013
Clients
To Prevent Being Bullied by Clients: Use a joint CPA/client commitment statement. It explains what the client can expect from you and what you expect from the client.
July 2013