Vol. 9 No. 6, June 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 *.

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Is It Time to Hire a COO?
If you're spending most of your time dealing with day-to-day operations and not enough time on strategic planning, business development, and other growth initiatives, it may be time.
CPA Practice Management Forum

*What's Coming Around the Bend?
Top trends the U.S. accounting industry should be prepared to face.
CPA Trendlines

Recession Brings Partners Under Closer Scrutiny
Consultant Marc Rosenberg offers insights about increased partner accountability.
CPA Trendlines

How Managing Partners Can Effectively Implement Change August Aquila presents four obstacles that managing partners must face and overcome in order to bring beneficial change to their firms.
Accounting Today

Teaching Middle Managers to Lead
The key to CPA firm success and sustainability isn't a management program, it's a leadership program.
AICPA CPA Insider

Professional Growth Opportunities for Young CPAs
Ideas for how to help the young CPAs in your firm gain business development skills.
Journal of Accountancy

Make Your Team Healthy
Learn how to improve unhealthy team dynamics, as described by Patrick Lencioni in his book The Five Dysfunctions of a Team.
The Rainmaker Academy

*Seven Characteristics of a Great Partnership
If you are missing any of them, now is the time to start strengthening your firm's foundation.
Partner Insights

Key Elements to Successful Teamwork
How an atmosphere of trust leads to genuine accountability within firms.
The Rainmaker Academy

Do Your People Know How to Make Partner?
Setting clear expectations for those who want to become partners in the firm.
Solutions for CPA Firm Leaders

What Managers Need
Justin Locke explains how he increased his value by making himself indispensible, and how that led to increased income.
AICPA CPA Insider

Make the Most of Your Team Retreat
Four questions to consider as you prepare to lead your team retreat.
Partner Insights

Technology Insights from an Expert
Roman Kepczyk offers advice about utilizing the latest technologies in your firm.
Solutions for CPA Firm Leaders

Don't Lose Sleep Over XBRL
XBRL is real, and it's here to stay. But if you're a CPA, you don't need to know much about XBRL at all.
CPA Success

CGMA: The New Global Accounting Credential
The AICPA and CIMA have approved a new global management accounting designation -- the Chartered Global Management Accountant (CGMA).
Journal of Accountancy

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.

  

*How to Create a Referral Engine
Firms that are successful in generating referrals focus on exceeding client expectations.
Accounting Today

Keeping Your Newsletters out of the Trash
How to keep readers from hitting the delete button.
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.

  

Help Your Clients Comply With International Commerce Regulations


CPAs can play a critical role in helping clients comply with the U.S. Trading With the Enemy Act and other international commerce laws.
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.

  

Rules of Engagement
Tips for improving your standard engagement letter.
AICPA CPA Insider

Beyond the Engagement Letter
The engagement letter is a CPA firm's first line of defense, but it doesn't end there.
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.

   

*101 Marketing Strategies
In this month's issue we present Chapter 13 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].

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  • Should your firm be listed here? 
    If it should be, or you know of other qualified firms, call
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    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

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