Featured Webcast - Troubleshooting Affordable Care Act Issues
Watch a preview of one of our client education videos. Could your clients benefit from this video?
Client Knowledge Center

*Insights on Small- and Medium-Sized Practices
Results from the IFAC Global SMP Survey.
IFAC

Overlooked Keys to Profitability
Can CPAs define their own firms' profitability? Not by a long shot, says Marc Rosenberg.
The Marc Rosenberg Blog

The Upside Down Pyramid: A Barrier to Success
In Part 3 of this continuing series, Bill Reeb explains how delegation and development of people are keys to building a "right-side-up" pyramid.
Public Practice

Soon More Employees Will be Eligible for Overtime
New overtime rules raise exempt salary threshold from $23,660 to $47,476.
Solutions for CPA Firm Leaders

Learn to Cross-Sell Successfully
Five steps toward more successful cross-selling in your firm.
Partner Insights

Overcoming Obstacles When Acquiring Another Firm
For firms that want to expand, finding strategic solutions to these potential roadblocks can greatly impact post-close results.
AICPA CPA Insider

*Are CPA Firms in Danger of Becoming Irrelevant?
The CPA industry is operating an outdated model.
The Marc Rosenberg Blog

How to Talk to Clients About Value Pricing
Without the "value conversation," value pricing is dead on arrival.
accountingWEB

The Dangers of Digital Communication
Recommendations to help your firm minimize the risks of digital communication.
Journal of Accountancy

Interpersonal Skills are the Future
Increasing automation means accountants need to sharpen the skills only they can provide.
Accounting Today

How Small Firms Can Avoid Legal Problems
An attorney offers suggestions for solo practitioners and two- to three-partner firms.
The Marc Rosenberg Blog

Sole Practitioners: Do You Have a PCA?
Logically, every sole practitioner in the United States should have a practice continuation agreement in place. But very few sole practitioners have one.
CPA Trendlines

International Relations
Teach your team to communicate with colleagues and clients from other cultures.
Solutions for CPA Firm Leaders

*Ideas for Additional Service Offerings
Check this list of additional services your firm might be able to offer.
Partner Insights

Core Values and Firm Culture
Find success with clear core values and an intentional culture.
Solutions for CPA Firm Leaders

Are Your Retired Partners Double-Dipping?
Paying deferred compensation to a "retired partner" who continues to control clients and opts out of client transition is the CPA firm equivalent to "double-dipping."
The Marc Rosenberg Blog

Make Meetings More Effective
Set clear expectations to make your meetings worthwhile.
Solutions for CPA Firm Leaders

How to Become More Transparent
Experts weigh in on the things CPA firms are doing to achieve transparency.
CPA Leadership Institute Leadership Forum Report

Essential Leadership Qualities
We asked firms which leadership qualities they believe are most essential to effective leadership.
CPA Leadership Institute Practice Management Survey

Last Months Best Practices Ideas
If you didn't have time to read the entire report, read these three "can't miss" articles, which can help your firm continuously improve.
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 2015 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited