Vol. 9 No. 9, September 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.

   

Sustainability Reporting: An Untapped Market for CPAs
Corporations are under a great deal of pressure to provide greater transparency, particularly when it comes to “sustainability.” There's also a growing need for external assurance to enhance the credibility of sustainability reports.
Accounting Today

*How are Mid-Sized Firms Fairing?
Marc Rosenberg provides a brief overview of the Rosenberg MAP Survey results.
The Marc Rosenberg Blog

Increase Your Firm's Profitability
While leadership, balanced life, outstanding client service, and efficient processes are critical for success, they mean nothing if the firm is not sufficiently profitable.
CPA Trendlines

A New Spin on Audit Partner Rotation
The authors surveyed audit partners to learn about their views on the impact of mandatory partner rotation on audit quality and methods they use to minimize the impact.
The CPA Journal

CPAs: Are You Recording History or Making History?
Most clients want their accountants to be more proactive, but the vast majority is reactive.
CPA Practice Management Forum

Sustainability: The CPA's Role
In addition to cost-cutting, efficiency, and risk management, CPAs can play an important role in other aspects of accounting for sustainability.
AICPA CPA Insider

Have You Outgrown Your Compensation System?
As firms grow, partner compensation systems become outdated and unworkable, and cause stress among the owners.
Solutions for CPA Firm Leaders

Problem-Solving Through Honesty
For the good of your firm and your working relationships, learn how to tackle tough conversations with honesty and consideration for others.
ConvergenceCoaching, LLC Inspired Ideas

Secrets of Successful Individuals
Learn the habits and practices of successful individuals.
Pennsylvania CPA Journal

A Challenge to Be Forward-Thinking
Consider what you stand to lose if you refuse to stay relevant.
Solutions for CPA Firm Leaders

Growing on Purpose
Change your firm's culture to include consistent, intentional marketing and business development.
AICPA CPA Insider

Take Steps to Achieve Your Goals
Three steps you can take to help achieve your personal and professional goals.
Convergence Coaching, LLC Inspired Ideas

The Importance of Trust
How does the level of trust among your coworkers impact your firm?
Solutions for CPA Firm Leaders

   

Young Partners: Stop Being Passive and Build a Better Firm
According to Bill Reeb, young partners' concerns about their futures have more to do with anxiety than with reality. But to fix the firm's problems, they need to engage in a dialog with senior partners.
Public Practice

*Navigating the M&A Minefield
Mergers and acquisitions provide CPA firms with solutions to a broad range of problems, but there are several potential traps that, if overlooked, can create significant problems.
Journal of Accountancy

Making a Merger Work
Best practices observed from recent mergers.
The Marc Rosenberg Blog

How and When to Say Goodbye to Your Accounting Business
August Aquila provides tips and a few practical steps for developing a succession plan or an exit strategy from your firm.
Accounting Today

Protect Yourself When Selling Your Business
Considerations for protecting yourself and your clients before and after the sale of your practice.
Accounting Today

   

Getting to the Root of a Prospective Client's Problems
Too often, salespeople stop at the first need they discover and offer solutions that merely relieve the symptoms of a deeper problem.
RainToday

*What Clients Want
A recent survey reveals what matters most to your clients.
CPA Trendlines

Is Your Website Driving Prospects Away?
Teaspiller recently surveyed potential clients to find out which website features were useful to them in choosing a firm.
CPA Trendlines

   

*101 Marketing Strategies
In this month's issue we present Chapter 16 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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