Leadership & Strategy
Showing 1–24 of 28 results
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INSTANT DOWNLOAD Making Mergers Work: Special Report [eBook]
Essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.
After the deal is done, and the celebrations end, the hard work begins
FREE for PRO Members of CPA Trendlines here. Not a PRO Member yet? Sign up here.
$199.50 Learn More
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BEST SELLER! CPA Firm Succession Planning: A Perfect Storm
The roadmap for creating and implementing a succession plan.
$155.00 – $230.00 Learn More -
HERDING CATS How to Engage Partners in the Firm’s Future
The secrets every leader needs to know
$99.50 Learn More -
Sale!
TOUGH QUESTIONS, SMART ANSWERS 101 Questions and Answers: Managing an Accounting Practice, Volume 1
"Fantastic..!" "Wise..!" "Great reference..!"
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More -
ALL NEW! EXPANDED! CPA Firm Retreats: The Do-It-Yourself Guide
Created for firms committed to making their next meeting a game-changer
$155.00 – $230.00 Learn More -
Sale!
IMAGINE a NEW FUTURE The Radical CPA
New Rules for the Future-Ready Firm
$129.97 – $149.97 Learn More
By Jody Padar, CPA, MST
Author of the NEW From Success to Significance: The Radical CPA Guide -
CREATING THE EFFECTIVE PARTNERSHIP Leadership at its Strongest
What successful managing partners do
$99.95 – $129.95 Learn More -
THINK BIG, GET RESULTS Strategic Planning and Goal Setting for Results
The complete guide to successful planning
$155.00 – $230.00 Learn More -
NEWEST EDITION The Rosenberg Survey: National Study of CPA Firm Statistics
The leading national compendium of CPA firm practice management benchmarks.
“THE barometer for CPA firm practice management.” – AccountingToday
NEW & UPDATED FOR 2021 PLANNING!
$500.00 Learn More -
THE ORIGINAL AUTHORITY Professional Services Marketing 3.0
Its evolution, its future, and how to thrive with it
$179.95 – $195.95 Learn More -
Sale!
BEST-SELLER! 101 Questions and Answers: Managing an Accounting Practice, Volume 2
By Edward Mendlowitz, CPA, ABV, PFS
With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More -
Sale!
SEIZE THE FUTURE Accountaneur: The Entrepreneurial Accountant
Mind-blowing insights into today's emerging opportunities
$149.97 – $169.94 Learn More -
SMART MARKETING Accounting Marketing 101 for Partners
A practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and CPA firms
$25.95 Learn More -
BEST-SELLER CPA Firm Management & Governance
The Essential Managing Partner's Guide to Running a CPA Firm Like a Business
By Marc Rosenberg CPA
$155.00 – $230.00 Learn More -
HOW TO HERD CATS Effective Partner Relations and Communication
The complete guide to effective communication within CPA firms
$155.00 – $230.00 Learn More -
THE ROADMAP for the NEW FIRM From Success to Significance: The Radical CPA Guide
The Practice-Proven Roadmap to a New Business Model for CPA Firms
By Jody Padar, CPA, MST
$175.00 – $215.00 Learn More
Author of the best-selling The Radical CPA -
Sale!
STREAMING WEBCAST Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast
How to Create the Roadmap for Your Firm's Growth The companion webinar to the handbook.
$49.50$37.97 Learn More -
Sale!
The #MeToo Handbook Sponsoring Women: What Men Need to Know (Instant Download)
The must-have management manual for the #MeToo Movement.
Designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms.
By Ida O. Abbott, J.D.
$149.50$99.97 Learn More -
UNLEASHING PARTNER SUPER-POWERS What Makes a Great Partnership
Just About Everything You Need to Know
$99.50 – $119.50 Learn More
By August J. Aquila -
REAL-LIFE SOLUTIONS Take Your Firm to the Next Level: A Case Study
Win the Best Clients, Recruit and Retain Top People, and Increase Profitability
By August J. Aquila and Robert J. Lees
With checklists, sample worksheets, flowcharts, diagrams, tables, illustrations, and guides for group discussions.
$175.00 – $195.00 Learn More -
THE WORKFLOW MANIFESTO The Relentless CPA
The New 21st-Century System for Driving Success at Tax and Accounting Firms
By Frank Stitely, CPA, CVA
– Transform your firm into a profit machine.
– For firms of all sizes
– Make more money with less effort.
– Work smarter, not harder.
– Step-by-step procedures, worksheets, and checklistsFree Bonus: The Excel workbook that takes you through every step.
$195.95 – $249.95 Learn More -
SPECIAL REPORT Cannabis: CPA Trendlines Special Report
Case Studies, Top Trends, and Exclusive Insights from the Frontlines of Today’s Hottest New Niche
Insights, best practices, and commentary from dozens of leading professionals and practitioners.
Plus: Five Secrets to Launching Your Own Cannabis Specialty
$59.50 Learn More -
ESSENTIAL & COMPREHENSIVE The Role of the Managing Partner
The Definitive Guide to CPA Firm Leadership
By Marc Rosenberg, CPA, with Kristen Rampe, CPA
The comprehensive handbook and how-manual to building a thriving, growing, and profitable accounting business. With checklists, sample forms, step-by-step procedures, real-world case studies, and insights from dozens of the nation's leading CPA firm CEOs.
$180.00 – $350.00 Learn More -
THE DO'S & DON'T'S CPA Firm Partner Agreement Essentials
Marc Rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. With tables, charts, illustrations, case studies, and checklists. All in plain-English.
$180.00 – $275.00 Learn More