May 2013 CPA Leadership Report

Vol. 11 No. 5 May, 2013

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 where you can attend all our Webinars at no cost.


Evaluating Your Managing Partner People evaluating the managing partner should be limited to those in a position to offer informed input. CPA Trendlines*
Five Steps for Boosting Profitability To boost your firm's profitability, profile your business, scale your practice, enforce engagement restrictions, benchmark your referrals, and manage your metrics. CPA Practice Management Forum
The Best Model for Long-Term Growth Is your firm set up for optimal growth and longevity? AICPA CPA Insider
Improving Profits: Ideas That Work Four ways to increase your firm's profitability. The Marc Rosenberg Blog
Compensation Best Practices August Aquila discusses best practices for designing compensation systems in CPA firms. Partner Insights
Office Romance 101 How should your firm manage the potential fallout of office relationships? Public Practice
Profiles in Leadership An interview with George Forsythe, managing partner of Wells, Coleman & Company in Richmond, VA. ConvergenceCoaching, LLC Inspired Ideas
Going Global International business opportunities for CPAs and strategies for getting your foot in the door. Accounting Today
Goal Setting: Lessons from IKEA Marc Rosenberg explains the IKEA Effect and the difference it could make for your team. The Marc Rosenberg Blog
Tech Trends for CPA Firms Three experts weigh in on devices and security measures. Journal of Accountancy
Boost Profits by Embracing Change CPA firms are notorious for being slow to change, which can take a toll on profitability. RedZone, Play of the Month
Is Your Firm on Mission? Five questions to refocus your efforts. Solutions for CPA Firm Leaders
Leverage Today's Technology Are you using available technology to make your firm more efficient and successful? Journal of Accountancy
"Update" Your Communication Skills Are you willing to make a change to communicate better? Solutions for CPA Firm Leaders

Laying a Foundation for Effective Succession Planning -- Continued Bill Reeb discusses client transition -- the "single most abused part of the succession process." Public Practice*
What's Your Firm Worth? Everyone wants to know "what's the multiple?" But it's not just about the multiple; it's about the overall deal structure and terms. The Managing Partner Advisor
Succession Misconceptions The most common obstacle to succession in CPA firms is "the belief that accounting firms must follow a one-size-fits-all approach." The CPA Journal

The Climate is Right for Cloud-Based Accounting Services Marketing, though a powerful tool, isn't enough to create growth. CPA Practice Management Forum*

CPAs Without Borders Most businesses are involved with cross-border transactions, which inevitably have international tax implications. Accounting Today

Want to Engage More Clients? Hold Something Back One simple tip for navigating the conversation with a potential client. CPA Trendlines

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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

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