Vol. 14 No. 3 March 2016

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. The CPA Leadership Report now includes: Leadership Forum Report, Best Practices Suggestions and Member Surveys.

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Featured Webcast - Outsourcing CFO Services
Watch the highlights of one of our client education videos. Could your clients benefit from this video? In this presentation Christian Wielage discusses the importance of budgeting, forecasting and planning for more profit. During this session take a look at the necessary elements of these essential exercises.
Client Knowledge Center

*How to Talk About Partner Compensation
Marc Rosenberg lists 19 issues to discuss when addressing compensation at a retreat.
CPA Trendlines

CPA Firms Focus on New Client Services
A CPA.com survey shows that firms generally recognize the need to provide new services or offerings, but the "early majority" firms see this as a more urgent need.
Journal of Accountancy

Do You See Your Firm as It Really Is?
We all know people who are convinced that the way things should be is the way they really are. Some of them, we've discovered, are partners at CPA firms.
The Marc Rosenberg Blog

Leading a Rare Breed
Accounting firm partners are extremely difficult to manage.
Partner Insights

*Merger Mania Continues
Accounting Today asked experts for their insights on what's in store for 2016.
Accounting Today

Are Large Audit Practices Profitable?
Firms with a high percentage of total revenue from audit practices outperform firms with both an average and a low percentage of audits.
The Marc Rosenberg Blog

Retiring Partners: What Have You Got to Lose?
Senior partners have a wealth of knowledge that you don't want to lose.
Partner Insights

To Succeed, Businesses Need the Right Kind of Owners
Ric Payne discusses the three types of owners: Investors, those who work IN the business, and those who work ON the business.
Ric Payne's Blog

Teach Your Clients How Not to Fail
The more you teach clients about the fundamentals of financial management, the more they will come to rely on you as a key business partner.
Ric Payne's Blog

Exit Interviews Matter
Why your firm should take exit interviews seriously.
Solutions for CPA Firm Leaders

CPA Branding in Transition
Insights about the changes underway in the accounting field.
IFAC Global Knowledge Gateway

*What to Read Now
Top 10 blogs for accountants and small business owners.
Ambir Technology

Recommended Tools for Accounting Professionals
Top 10 accounting products for 2016 according to Accounting Today's editors.
Accounting Today

Do You Have a Mentor?
Why mentors are helpful and how you can find one, or several, for yourself.
Journal of Accountancy

Ask Younger Team Members for Feedback
Upward feedback is invaluable.
Solutions for CPA Firm Leaders

Clerical Staff: An Endangered Species?
According to McKinsey, there are five job categories in which between 85 percent and 100 percent of the labor can be done by machines rather than by humans.
Yahoo! Finance

Is Differentiation Possible?
Is differentiation, as a practical idea, not really worth the effort because it's nearly impossible? Experts weigh in.
CPA Leadership Institute Leadership Forum Report

How Does Your Firm Differentiate Itself?
We asked firms how they differentiate themselves from the competition.
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 2016 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited   

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.


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