Vol. 10 No. 5, May 2012

Professional Members, in addition to receiving this unique report every month, can also attend over 125 webinars for free on practice management, leadership, partner matters, succession, and specialized services. Professional Membership is $299 per year.

Professional Flex Membership adds the privilege of substituting any other person in your firm for any webinar without charge. Professional Flex Membership is $329 per year.

Or you can become a premium member for just $189 a year and receive this newsletter every month, attend webinars at discounted prices, and much more.

   

Being Accountable for Accountability . . . Continued
Bill Reeb discusses the importance of establishing an accountability and goal process.
Public Practice

Developing a Niche as a Growth Strategy
Several consultants and firm leaders share their insights on developing a niche.
Accounting Today

Should You Rethink the Managing Partner's Role?
The hands-on model has created a significant lack of interest. We need to revolutionize the managing partner role.
CPA Trendlines

Tips for Women in Their "Flex-Schedule" Years
Insights from a female MP about remaining an integral part of the firm while raising a family and working a flex-schedule.
The Marc Rosenberg Blog

*Owning a CPA Firm: Build, Buy or Buy in?
The relative risks and benefits of three alternatives for becoming a CPA firm owner: Acquiring a firm, starting a firm, or buying equity in an employer's firm.
The CPA Journal

Change that Leads to Growth
How do successful firms and leaders set their sights on growth and achieve it?
Accounting Today

The Definition of a Partner
Marc Rosenberg weighs in on the defining characteristics of a firm leader.
The Marc Rosenberg Blog

Value Pricing in the Cloud
There is good news on the horizon for accountants who wish to package and price advisory services for value rather than by the hour.
CPA Trendlines

Why Your Firm Needs a Mentoring Program
Now's the time to take advantage of mentoring's many benefits.
Solutions for CPA Firm Leaders

*Learn About Subscription Pricing
View the webinar Subscription Pricing on the Journey to Becoming a Firm of the Future.
VeraSage Institute

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.

  

Prefunding Partner Buyouts
Joel Sinkin and Terrence Putney offer guidance on making partner buyouts self-funding.
Journal of Accountancy

Retiring Partners: Who Should Buy Them Out?
Marc Rosenberg favors firm buyouts over partner buyouts.
The Marc Rosenberg Blog

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 Add a Marketing or Sales Professional to Your Team
Find out how to successfully expand your team and your business.
CPA Practice Management Forum

How Listening Helps You Make the Sale
Become a better salesperson by asking your clients the right questions and listening to their answers.
CPA Success

Inform and Inspire With Video
Find out how your firm can use video to educate staff and connect with clients or potential clients.
AICPA CPA Insider

Marketing: Are You Doing the Right Things?
Marketing strategies of high-performing CPA firms are very different than those of low-performing firms.
Public Practice

Why Pinterest Should Interest Your Firm
How CPAs and firms can benefit from social media site Pinterest.
CPA Trendlines

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.

  

*Wealth Management: Helping Clients Help Themselves
A new way for CPAs to expand their practices: Help clients put together and monitor wealth management teams.
Journal of Accountancy

Taking Stock of the Family Business
Guidance on advising family businesses on ownership allocation.
AICPA CPA Insider

Tips for Positive Interpersonal Communication
How to use your words, tone of voice, and body language to communicate well.
Convergence Coaching

Don't Be Afraid to Have the Fee Conversation
Tips for talking with clients about your fees.
Solutions for CPA Firm Leaders

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Published by CPA Leadership Institute, Inc.

• Joel Shiffrin, Publisher and Editor-in-Chief • Daniel Shiffrin, Managing Editor
• Angela Ruggiero, Director of Member Services • Hohna Hartley, Assistant Editor

   © Copyright 2012 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited   

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