Vol. 9 No. 3, March 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 were you can attend all our Webinars at no cost.

   

*Arriving at an Effective Departure Policy
Bill Reeb's recommendations for effective departure/termination policies.
Public Practice

Building Client Loyalty After a Merger
To succeed today, firms need to strike a balance between developing new business and cultivating existing relationships.
CPA Practice Management Forum

*The Recession's Silver Lining for CPA Firms


It forced CPAs to run their firms like a business.
CPA Trendlines

Sole Practitioners and Small Firm Owners: Do You Have a Backup Plan?


What would happen to your practice if you died or became ill or disabled? A practice continuation agreement can smooth the transition.
Journal of Accountancy

Practice Continuation: An Informal Plan is Better Than Nothing
A formal agreement is best, but even an informal one is a step in the right direction.
Journal of Accountancy

*Six Keys to a Successful Buyout Plan
Make sure your partner buyout plan isn't a Ponzi scheme.
CPA Practice Management Forum

How Process Can Stifle Creativity
Ron Baker's insights on the value of process versus results.
VeraSage Institute

Passing the Leadership Baton
How retiring Baby Boomers and upcoming leaders can create a best-case scenario for leadership transition.
Accounting Today

Leverage Specialized Skills for Increased Profits
Michelle Golden urges accounting firms to charge higher prices for specialized services.
Golden Practices

Why Should CPAs Gain IT Savvy?
Increased IT skills may expand your job horizons.
AICPA CPA Insider

The Cloud is Coming
Eight reasons why accounting firms should embrace cloud computing.
CPA Trendlines

How Healthy is Your Firm?
August Aquila offers six checkpoints to help you determine the health of your firm.
Accounting Today

Is Social Media a Time-Waster at Your Office?
Michelle Baca suggests that social media like Facebook and Twitter may not be your firm's biggest hindrance to productivity.
ConvergenceCoaching, LLC Inspired Ideas

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.

  

Q&A: A Powerful Marketing Tool
Increase communication with your clients to improve your level of service and maximize built-in marketing opportunities.
AICPA CPA Insider

*SlideShare -- A No-Cost Marketing Tool
Tom Hood explains how he is using SlideShare to make contacts at no cost.
CPA Success

Talk With Clients About Merger Opportunities
Many accountants shy away from merger talk with clients, but if you don't work with them someone else will.
The Rainmaker Academy

Is Your Website Bringing You Business?
Find out how to turn your website visitors into actual clients.
Rain 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.

  

Use Excel Dashboard to Help Your Clients Check Under the Hood
Step-by-step instructions for creating a powerful Excel "dashboard" to quickly download and analyze financial and operational data in a variety of visual formats.
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.

  

Maintaining the Home Court Advantage
Reduce the risk that your firm will be sued in distant jurisdictions.
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.

   

*101 Marketing Strategies
In this month's issue we present Chapter 10 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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Measuring CPA Leadership Effectiveness

 


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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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