Vol. 12 No. 5, May 2014
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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The Partner Admission Process
Gary Adamson looks at trends in new partner admission.
Accounting Today
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*Adventures in Value Pricing
Practitioners who have successfully made the switch to value pricing offer their insights.
Accounting Today
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Engaging Millennials
Jennifer Wilson offers six ways to help millennials invest their energy and desire for change.
AICPA CPA Insider
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Who Will Take the Lead?
Is it time to develop a more successful leadership model in your firm?
Ric Payne's Blog
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The Key to True Differentiation
What distinguishes your firm from the firm next door?
VeraSage Institute
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//www.cpaleadership.com/members/What_to_Discuss_at_Your_Partner_Summit.cfm
">What to Discuss at Your Partner Summit
Discussion topics to consider in your agenda planning process.
RedZone, Play of the Month
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Looking Forward to Retreat Season
Money spent on a firm retreat should be an investment, not a cost.
The Marc Rosenberg Blog
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Biggest Challenges for CPAs in Business and Industry
CPAs reveal their top challenges and their outlook on the future.
CPA Success
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Meeting Recaps Keep Everyone on the Same Page
A written recap ensures that all parties fully understand agreed-upon decisions, action steps, and target dates
ConvergenceCoaching, LLC Inspired Ideas |
IT Best Practices for CPA Firms
Practice good email hygiene; use three monitors, not two; and back up your data.
The Marc Rosenberg Blog
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*Evaluating a Merger: What Information do You Need?
Essential data needed for a sound merger evaluation process.
CPA Trendlines
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Holding Onto Clients After a Merger
Designing a merger transition plan to maximize client retention.
Journal of Accountancy
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The ESOP Exit Strategy
As baby boomers retire at an accelerating pace, the ESOP has emerged as a viable alternative to traditional exit strategies.
CPA Journal
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How to Keep Clients Happy
Four tips for developing and maintaining long-term relationships with your clients.
CPA Trendlines
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*Four Ways You Should Be Helping Your Clients
As a trusted advisor, are you helping relieve these four client "pain points"?
AICPA CPA Insider
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Be a Part of Your Clients' Business Planning Process
Use this business plan template, or one like it, to start the conversation.?
Ric Payne's Blog
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CPA Firm Growth
How would you characterize your firm's growth?
CPA Leadership Institute
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Leadership Institute, Inc.
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Copyright 2014 CPA Leadership Institute, Inc.
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