Vol. 9 No. 10, October 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.

   

*Customers Come Second
Without a team of satisfied service delivery people, you can't possibly expect to have satisfied clients.
ConvergenceCoaching, LLC Inspired Ideas

Realization is the Key to Profitability
To enhance realization, firms need to value what they do and communicate effectively with clients so clients value it as well.
CPA Practice Management Forum

Tell Your Staff How to Make Partner
Firms keep lots of things secret that should be open. One of these things is a written document stating the firm's criteria for making partner. But this secrecy creates problems in the leadership development area.
The Marc Rosenberg Blog

Keep Your Best Employees Committed to Your Team
Learn strategies for investing in your team members and decreasing the likelihood that they will look to use their talents elsewhere.
AICPA CPA Insider

Why CPAs Should Go Green and Beyond
Find out how sustainability makes good business sense.
CPA Success

Compensating Partners for Nonbillable Time
If performance of intangibles is so important, how should this be factored into the firm's partner compensation system?
The Marc Rosenberg Blog

To Improve Profitability, Go Back to Basics
Ten ideas for making your firm more profitable.
Partner Insights

Define Your Firm's Values, Then Live Them
Consider why your firm should establish core values and learn how to put those values into practice.
Convergence Coaching, LLC Inspired Ideas

How to Plan an Effective Retreat
Tips for planning and taking a retreat that will foster team buy-in and long-term change.
Journal of Accountancy

Making Performance Reviews Count
On the list of things that are done for all the wrong reasons, performance reviews would have to rank near the top. The real performance review should be taking place in real-time every day.
Partner Insights

What Makes a Firm Profitable?
Find out where firms really make their money.
Solutions for CPA Firm Leaders

*What Do You Really Know About the Cloud?
Jody Padar urges CPAs to educate themselves about the cloud before trying to operate from it.
Accounting Tomorrow

Sweat the Small Stuff
Rita Keller reminds leaders of the importance of punctuality.
Solutions for CPA Firm Leaders

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.

  

A Quick Solution for Succession
Rita Keller takes a cue from Steve Jobs and asks managing partners if they have a plan to quickly replace themselves if necessary.
Solutions for CPA Firm Leaders

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.

  

Developing Your Niche
Tips for choosing and successfully pursuing a niche market.
AICPA CPA Insider

*CPA Firms: Don't Ignore "Wealthcare"
Is the accounting profession headed for the ash heap of history? No, not if it can outgrow rudimentary compliance services and seize new opportunities in personal financial planning.
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.

  

Reconsider Your Approach to Marketing
Michelle Golden offers a brief overview of Professional Services Marketing 3.0, by Bruce W. Marcus.
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.

  

Integrating Sustainability and Financial Reporting
International Integrated Reporting Committee unveils a draft framework.
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.

  

What Are You Doing About Client Dissatisfaction?
At a time when accounting firms are struggling to gain new clients and hold on to the ones they already have, client satisfaction ratings appear to be dropping.
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.

  

Educate Yourself through Social Media
How social media can help you stay ahead of the curve.
CPA Success

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 17 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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