Vol.13 No. 9 September 2015

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. The CPA Leadership Report now includes: Leadership Forum Report, Best Practices Suggestions and Member Surveys.

Featured Webcast - Asset Protection Plan
Watch this article. Robert Klueger talks about the things your clients must consider when protecting their assets.
Client Knowledge Center


How to Lead Well
Marc Rosenberg on what makes a great CPA firm leader.
The Marc Rosenberg Blog

Staffing and Wages -- Stats and Trends
CPA Trendlines' recent research reveals the latest trends in hiring, wages, hours worked, and women in the workplace
CPA Trendlines

Cyber-Liability is a Critical Issue for CPA Firms
Professional liability insurance executives warn firms about cyber-liability risks.
Accounting Today

Prepare for Partner Retirement: Value Your Practice
Three simple steps to accurately value your practice as you anticipate partner retirement.
The Partner Advisor

//www.cpaleadership.com/public/How_Do_You_Know_if_the_Price_is_Right.cfm">*How Do You Know if the Price is Right?
Ron Baker -- author, consultant, and "unabashed value-pricing champion" -- answers questions about pricing strategies.
Journal of Accountancy

Plan for a Successful Succession
August Aquila and Angie Grissom offer two perspectives on effective succession planning.
Accounting Today

After the Ink Has Dried: A Post-Merger Checklist
After you sign the merger agreement it's time to shift your focus from the financial to the human side of the merger.
Partner Insights

Acquiring a Firm? Here's How Not to Treat the Staff
Tips for boosting employee morale after an acquisition.
AICPA CPA Insider

How to Add a New Service
Five steps to successfully expand your firm's services.
Accounting Today

The Future of Accounting: Insights From the Tech Industry
Executives from five accounting software vendors offer their views on the competitive landscape for accounting firms in the coming years.
Journal of Accountancy

Collaboration is the Key to Boosting Performance
Companies that emphasize employee collaboration can boost revenue and profits.
CGMA Magazine

Is Every Client Worth It?
How to factor in revenue goals as you consider new clients.
CPA Trendlines

*Partner Retreats: A Recipe for Success
Guidelines for planning your next partner retreat.
The Marc Rosenberg Blog

Who Should Facilitate Your Retreat?
The three most common types of facilitators, with pros and cons.
The Marc Rosenberg Blog

Does Real-Time Communication = Real Progress?
How one business eliminated email, meetings, and managers.
Solutions for CPA Firm Leaders

Evaluate Your Pricing Strategy
To find out how marketing-oriented your firm's pricing strategy really is, just complete the following brief pricing strategy questionnaire.
Partner Insights

It Pays to Communicate
Good communication takes effort and planning -- and it pays off.
Solutions for CPA Firm Leaders

*Adapting to the New Marketing Landscape
Powerful forces are reshaping the marketplace, and CPA firms must adapt to keep up.
Professional Services Marketing Today

Soft Skills -- or Survival Skills?
How critical are interpersonal skills to your success in the accounting world?
Solutions for CPA Firm Leaders

Going Old School
Experts weigh in on "old school" practices that are still better or more effective than "new school" practices.
CPA Leadership Institute Leadership Forum Report

Old School vs. New School
We asked firms to compare "old school" and "new school" business practices.
CPA Leadership Institute Practice Management Survey

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

 

Published by CPA Leadership Institute, Inc.

    Joel Shiffrin - Publisher, Editor-in-Chief
    Dan Shiffrin - Managing Editor
    Hohna Harley - Assistant Editor

   © Copyright 2015 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited   

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September 23, 2015


Partner Retirement Buyout Plans
Presented by Gary Adamson


September 24, 2015


Providing Outsourced CFO Services

Presented by Christian Wielage



September 29, 2015


How to Value Your Firm When Selling Externally or to Your Partners

Presented by Joel L. Sinkin


October 1, 2015


FREE - Take Your Marketing Online! Proven Ways to Grow your Firm in the Digital Age

Presented by Bonnie Buol Ruszczyk


October 20, 2015


Building a Better CPA Firm Business Model

Presented by Shannon Vincent


October 28, 2015


Replacing Annual Performance Appraisals

Presented by Ron Baker


November 5, 2015


CPA Firm Success Metrics: Understanding Practice Economics

Presented by Jack Lee




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