CPA Trendlines

Tide Turning for the Better on CPA Jobs

Another view on When Will Accounting Firms Be Ready to Start Hiring Again?

By Geremy Cepin
www.pdiglobal.com

Geremy Cepin, National Director, PDI Executive Search

We are seeing a huge uptick hiring in hiring by accounting firms of various sizes across the U.S. for tax, audit, and marketing/sales positions.

Currently my firm, PDI Executive Search – a division of PDI Global, Inc.  – is currently engaged by 12 different CPA firms to recruit for Tax Partner, Senior Tax Manager, Tax Manager, Audit Partner/Senior Manager, Director of Practice Growth, and Business Development Executive positions.

In fact, just yesterday a regular client called for help in recruiting two tax managers with outbound international tax experience.

Not all of the positions we represent are in specialty service lines. Many of them are for private client services, serving privately held corporations, partnerships, and high net worth individuals.

These positions I speak of are in cities including San Francisco, Seattle, Chicago, Northern Virginia/Washington D.C.. Philadelphia, New York City, Los Angeles, and Boston. All provide tremendous career growth opportunity.

The tide has definitely turned for the better.

Top Three Ways to Go Paperless at Home

Financial Record-keeping in the Virtual World.

by Sharey Wang, CPA
Partner, NSBN LLP

Sharey Wang, Partner at NSBN, provides audit, taxation and business consulting services. Her client base includes large, multinational, nonprofit organizations; the broadcasting industry; and the real estate industry, including those under HUD.

“Going Green” – sounds like just a buzzword – but the benefits are numerous and will provide tremendous value and forever change the way we do many things.  The day after we implemented our firm’s paperless work environment, I began to contemplate the growing files in my home storage area and realized there were three areas to consider “greening” — my mailbox, my file cabinets, and data safety issues.

1. Greening Your Mailbox

Think about all the mail you receive on a daily basis… and along with every bill comes a bulky advertising insert! It takes time to sort, write checks, affix postage and mail them by the due date.  And if you’re on vacation or business travel, you risk a late payment! Wouldn’t it be nice to never see them again plus cut down your clutter?

Here are some steps to follow:

1.  Request your vendors to send you “e-statements” instead of paper statements.  You can either call them to request this or log online to their websites to change your account settings to receive paperless statements.

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Client-Centric CPA? It’s Not Just Numbers

Helping a retailer client by looking beyond accounting.

[Editor's note: We've been asking accountants what "client-centric" means to them. Here's one of the many pithy answers we're getting. Send yours to editor@cpatrendlines.com, or use Comments.]

by June Ball, CPA
Owner, North Star Accounting

Many of my business clients are new and very small.  They know their own industry, but don’t know who to turn to for things like branding, marketing, signage, health care and business insurance, etc.

I keep what I call a “referral rolodex” in my office.  Say a client needs some signs made.  I will retrieve from my Rolodex some cards of reputable sign shops in the area that I know well.  I make sure the client knows that I know the owners, but by giving them the cards, I am not endorsing any of them.  It’s a way I help my clients find good, reputable people they can depend on.

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