Vol. 9 No. 11, November 2011

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 CPA Leadership Institute webinars at no cost.

   

*Merger Should Be a Choice, Not a Requirement
Too often, CPA firms are forced to consider a merger because they have sacrificed long-term effectiveness for short-term efficiency.
Public Practice

The World According to Marc: Latest Rosenberg Survey
An overview of the 2011 results.
CPA Trendlines

*Is the Billable Hour Dying?
Many young professionals are trashing the timesheet and billing their clients based on the value they provide, not for the amount of time they spend providing it.
CPA Success

How CPA Firms Are Using Technology to Improve Workflow
Four firms discuss how workflow technology has made them more efficient and enhanced their results.
Accounting Today

Finding the Best Future for Your Firm
Rita Keller urges team members of every age to proactively consider the future of their firms.
Solutions for CPA Firm Leaders

Connecting With Your Mentor
Eight ideas for developing mentoring relationships.
Journal of Accountancy

Benchmarking: Don't Settle for "Average"
Without benchmarking, firms will inevitably lead a provincial existence, blissfully unaware of what reality is.
The Marc Rosenberg Blog

Working With Millennials
Consider the characteristics of the rising generation, and learn how to work with your younger team members more effectively.
Convergence Coaching, LLC Inspired Ideas

How to Deliver Negative Feedback
Learn how to successfully approach uncomfortable but necessary conversations with a team member.
Solutions for CPA Firm Leaders

Give Millennials a Chance
Every generation has its negative aspects -- have you given Generation Y its due?
CPA Success

How to Bring in New Clients and Keep the Ones You Have
Maintain and expand your client base by building excitement about your firm.
Solutions for CPA Firm Leaders

Does the Accounting Profession Have a Future?
Readers weigh in on what the future might hold for tax and accounting professionals.
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.

  

Meet Your Succession Goals
August Aquila helps you put a successful succession plan in place.
Partner Insights

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.

  

*Nominations Open for 2012 Marketer of the Year Award
CPA Practice Management Forum is proud to sponsor the 2012 Accounting Firm Marketer of the Year Award.
CPA Practice Management Forum

*How to Lose a Client
Andrew Sobel recently helped a firm find out why it lost a contract for a major engagement. Here are excerpts from the letter he received.
RainToday

Are You Making the Most of LinkedIn?
Practical ideas for leveraging your presence on LinkedIn.
AICPA CPA Insider

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.

  

To Work With Technology Clients, You Need to "Think Different"
Victor Mizzaro, CPA, named 2011 Best Accountant for Growing Businesses in Technology, shares his secrets.
CPA Practice Management Forum

Train Your Team to Serve with Excellence
Find out how a client bill of rights can benefit your firm and help you retain satisfied clients.
AICPA CPA Insider

Helping Clients With Succession Planning
The sooner clients begin developing succession plans, the more options they'll have available to them.
AICPA CPA Insider

Helping Clients Enhance Business Value
The income approach gives your clients the greatest ability to influence the value of their businesses.
AICPA CPA Insider

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.

  

Does Your Firm Need Malpractice Insurance?
Around half of all CPA firms lack malpractice coverage. The authors review the pros and cons of such coverage.
The CPA Journal

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.

  

Check Out These Blogs
Danielle Lee recommends 10 lesser-known accounting blogs worth following.
Accounting Today

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.

   

*101 Marketing Strategies
In this month's issue we present Chapter 18 of 101 Marketing Strategies, by Troy Waugh. The book -- designed for senior associates and partners of accounting, legal, consulting, and other professional business service firms -- offers Waugh's proven process model for selling professional services. We present one chapter per month, or you can order the book now at 888-797-RAIN (7246) or via [email protected].

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    Publisher and
    Editor-in-Chief:
     Joel Shiffrin

    Managing Editor:
    Daniel Shiffrin

    Production Director:
    Gary Schweinshaupt

    Director of Member Services:
    Angela Ruggiero

    Director of Development:
    Stephanie Klug

    Director of System Management:
    Lisa Keane

    Accounts Services Manager:
    Teresa Mungo

    Assistant Editor:
    Hohna Hartley

    Douglas H. Thompson, Jr., CPA

    Alachua, FL

    CEO, CPAmerica International

     

    Irwin Friedman, CPA

    Lincolnwood, IL

    Chairman, The Friedman Group, LLC

     

    Sally Glick

    Livingston, NJ
    Chief Marketing Officer and Director of Marketing Consulting Services for Sobel & Co. LLC.

     

    Sam M. Allred, CPA

    Helena, MT

    Founder, Upstream Academy

     

    Troy Waugh, CPA

    Nashville, TN

    CEO, Waugh & Co.

     

    Rick Solomon, CPA

    Stony Brook, NY

    President, The Solomon Company

     

    Chandra Bhansali, Ph.D.

    Hauppauge, NY

    Founder, AccountantsWorld.com

     

    Richard A. Berkowitz

    Miami FL
    Managing Director,
    Berkowitz, Dick, Pollack & Brant

     

    Chris Frederiksen, CPA

    Mill Valley, CA
    Founder 2020 Group USA / Frederiksen & Company

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    Reproduction or distribution of this newsletter is prohibited