Why Job Descriptions Matter

Portrait of businessman standing outdoors on stairsIncludes criteria for promotion to the next level.

By Marc Rosenberg
On Staffing

Let's address the four most common positions at a CPA firm: staff, senior, manager and partner.

MORE ON STAFFING: Generational Differences: Truth and Fiction | The How and Why of Upward Surveys | Don’t Underestimate Communication with Staff | Why Firms Can’t Afford NOT to Develop Women Partners | 8 Recruiting Strategies: How Many Are You Using? | 6 Keys to Advancement Programs | Guidelines for Flexible Work Policies | Staff Need Meaningful Recognition | SURVEY: 97% of Leading Firms Now Offer Flexible Work Arrangements
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

There is no such thing as a standard job description for these four positions. Each firm must define them in ways that make sense for its specific situation. If ever there were job descriptions that should have flexibility built into them, most certainly they would be CPA firm positions because the expectations vary as much by the type of assignments they are given as by their title.
READ MORE →

Generational Differences: Truth and Fiction

Young businessman working on laptopBONUS: Matrix of how partners see Millennials vs. how they see themselves.

By Marc Rosenberg
On Staffing

George Orwell said, “Each generation imagines itself to be more intelligent than the one that went before it, and wiser than the one that comes after it.”

MORE ON STAFFING: The How and Why of Upward Surveys | Survey to Find Out What Your Staff Think | 19 Questions for Your Next Hire | How to Set Your Firm Apart to Recruits | Why Firms Can’t Afford NOT to Develop Women Partners | Staff Performance Feedback Done Right | 8 Recruiting Strategies: How Many Are You Using? | 21 Staff Training Best Practices | Compensation: Money and Beyond | Making Flex Time Work in the Real World | How to Make Mandatory Saturdays a Thing of the Past | The Importance of Great Bosses | The 12 Reasons Your Staff Hates Your Firm | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Before we delve into the differences between generations, let's go over some definitions.
READ MORE →

Staffing: The How and Why of Upward Surveys

Word "SURVEY" on computer screenIncludes 19 sample questions, industry norms and how to decide who evaluates whom.

By Marc Rosenberg
On Staffing

Why do firms conduct upward evaluations?

MORE ON STAFFING: Survey to Find Out What Your Staff Think | MPs Chime In on Recruiting, Development, Retention | How to Set Your Firm Apart to Recruits | Why Staff Scheduling Should Be Centralized | Compensation: Money and Beyond | How to Make Mandatory Saturdays a Thing of the Past | What Staff Mentoring Is and Isn’t | Do Flexible Hours Help or Hurt Us? | 8 Keys to Keeping Staff Engaged
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Many firms believe staff are just as important as clients. The No. 1 reason why staff stay with their firm is their relationship with the boss. In the case of a CPA firm, "the boss" is the firm's supervisory personnel, mostly partners and managers.
READ MORE →

Survey to Find Out What Your Staff Think

Blue pencil on survey formIncludes 28 sample questions plus industry norms for results.

By Marc Rosenberg
On Staffing

If you truly and honestly want to make your firm a great place to work, the first thing you need to do is ask the staff what they think.

MORE ON STAFFING: MPs Chime In on Recruiting, Development, Retention | Don’t Underestimate Communication with Staff | Why Firms Can’t Afford NOT to Develop Women Partners | 8 Recruiting Strategies: How Many Are You Using? | 6 Keys to Advancement Programs | Guidelines for Flexible Work Policies | Staff Need Meaningful Recognition | SURVEY: 97% of Leading Firms Now Offer Flexible Work Arrangements | How to Create a Talent Management Strategy
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Two primary types of surveys:
READ MORE →