Practice Manual & Planning Workbook
A collection of great ideas from the CPA Trendlines Board of Contributors, offering self-assessments and workbook activities designed to inspire personal and professional development for the practitioner.
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Talent Development & Career Planning
Talent Development & Career Planning is drawn from the pages of cpatrendlines.com. Each chapter is written by a leading luminary in the field and member of the CPA Trendlines Board of Contributors. Included in each chapter is a series of diagnostic questions, providing a place for the practitioner to contemplate and create their own plans, strategies, methods and deadlines to address problems and seize opportunities.
Table of Contents
Managing Remote Staffers
Mismanaging Project Management
High-Impact Learning: 4 Ways to Maximize CPE ROI
Ten Things Every Firm Needs to Make Clear Firmwide
The Four Keys to Creating a Firm Vision That Unites and Mobilizes
Growing a Culture of Growth and Aspiration
Seven Ways to Build the Right Culture
Staff Training Starts With Doing Something
Nine Rules for Creating Highly Effective Partnership Teams
Novice Manager Needs to Know: How to Do It All?
Twelve Reasons CPA Firm Staff Meetings Are a Waste of Time
Five Tips to Managing and Motivating Virtual Team Members
Even Accountants Get the Blues
Hire Experienced People, Or Train Them Yourself?
Twelve Best Practices For a Compensation Committee
Trends in Temporary Staffing
When Staffers Don't Listen to You
On Selling A Practice to Staff Members
Ten-Point Job Description For the Firm Administrator or COO
Seven Good Reasons Your Firm Administrator Deserves the M.V.P. Award This Year
Can You Hear Me Now?
The Three Traits Shared By 150 Top Managing Partners
Herding Cats: Change Management for CPA Firms
The CPA Trendlines Board of Contributors
CPA Trendlines is privileged to offer some of the best insight and analysis from the many of the profession's leading advisors and professionals.
August J. Aquila, Ph.D - CEO, Aquila Global Advisors
Robert J. Lees - Co-author of Creating the Effective Partnership
Sandi Smith Leyva, CPA, CMA, MBA - Accountant's Accelerator
Bruce W. Marcus - Author of Professional Services Management 3.0
Ed Mendlowitz, CPA, ABV, CFF, PFS - Partner, WithumSmith+Brown PC
Michael Ramos - Director of Professional Development
Marc Rosenberg, CPA - The Rosenberg Associates