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*How to Make Partner: What Managers Don't Know Can Hurt Them
How should firm leaders manage the path to partner?
The Marc Rosenberg Blog
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How to Have the Value Conversation With Clients
Having this conversation -- before work begins -- is critical if you wish to implement value pricing.
Journal of Accountancy
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Selling a Firm: Some Things You Should Know
Roger Russell dispels several common misconceptions about selling an accounting firm.
Accounting Today
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*Accountants Just Want to Solve Problems
Survey reveals that accountants prefer problem solving over number crunching.
CGMA Magazine
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Does Marketing Director = Short-Timer?
How marketing directors can find long-term success at CPA firms.
The Marc Rosenberg Blog
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Liability Claims: A Ticking Time Bomb?
Most CPA firms are more vulnerable to liability claims than they might think. Here are some tips for protecting yourself.
Accounting Today
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Techniques for Mitigating Professional Liability Risks
CPAs often run into professional liability problems when they handle other people's money, and the greater the sums involved, the greater the risk.
Journal of Accountancy
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*CPAs Need to Be More Proactive
The top complaint of small businesses about their accountants is that they are more reactive than proactive.
Accounting Today
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Everything You Ever Wanted to Know About Fraud
CUNY accounting professor Patricia Galletta offers this handy guide to fraud.
The CPA Journal
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Six Keys to Mentoring Success
Apply these "house rules" for successful mentoring relationships.
Ric Payne's Blog
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Sponsorship: For Men Only?
Three reasons why men are more often sponsored in the workplace than women.
CPA Trendlines
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Don't Like Clients? Fire Them!
How to let go of difficult clients.
Solutions for CPA Firm Leaders
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Small Business Leaders Grade Their CPAs
In a recent survey, small business leaders gave their accountants high marks, but there's room for improvement.
Journal of Accountancy
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Finding the Next Generation of Leaders
Cut through the hype and figure out what really works.
Solutions for CPA Firm Leaders
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How Would You Rewrite the Tax Code?
CPA Trendlines is polling the profession with a two-minute survey asking for specific recommendations for changing the code, the regs, the instructions and the forms.
CPA Trendlines
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Learning to Think Outside the Box
Creativity, like non-creativity, is a learned trait.
Ric Payne's Blog
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Take Time to Recognize Your Team
A reminder to connect with your team members even when you're busy.
Solutions for CPA Firm Leaders
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Mandatory Retirement: A Double-Edged Sword
Experts weigh in on the pros and cons of mandatory retirement.
CPA Leadership Institute Leadership Forum Report
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Should Partner Retirement Be Mandatory?
We asked firms what they are doing to network and which networking activity achieves the greatest return.
CPA Leadership Institute Practice Management Survey
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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
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Published by CPA Leadership Institute, Inc.
Joel Shiffrin - Publisher, Editor-in-Chief
Dan Shiffrin - Managing Editor
Hohna Harley - Assistant Editor
© Copyright 2014 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited
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