Managing Partners’ Favorite Staffing Strategies

Two coworkers playing ping pong in office as another looks on from deskWhat they do now and are considering for the future.

By Marc Rosenberg
On Staffing

I often poll a group of more than 100 managing partners across the country on various practice management issues.

MORE ON STAFFING: Don’t Underestimate Communication with Staff | 19 Questions for Your Next Hire | Staff Performance Feedback Done Right | 21 Staff Training Best Practices | Making Flex Time Work in the Real World | 10 Winning Traits of Accounting Firm Leaders | The Importance of Great Bosses | The 12 Reasons Your Staff Hates Your Firm | What Happened to the Relevancy of the CPA Profession?
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Recently, I polled them on leading-edge staff practices.
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Don’t Underestimate Communication with Staff

Businesswoman giving presentation at meeting14 best practices, plus 22 ideas just for fun.

By Marc Rosenberg
On Staffing

To paraphrase Supreme Court Justice Potter Stewart, communication is one of those things that are hard to define but you know it when you see it.

MORE ON STAFFING: 19 Questions for Your Next Hire | 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 | Staffing: What CPA Firms Are Learning the Hard Way
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It’s always been my opinion that CPA firms operate much too secretly. Partners err on the side of NOT telling staff what’s going on, even in such innocuous areas as new clients, changes in health insurance, office changes, adoption of new software and the like.
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19 Questions for Your Next Hire

Two serious business partners listening attentively to young man at interview in officePlus 15 soft skills to interview for.

By Marc Rosenberg
On Staffing

Questions are in no particular order.

MORE ON STAFFING: How to Set Your Firm Apart to Recruits | 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
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Some questions are more geared to entry-level recruits than those with experience, but most can be used for both.
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How to Set Your Firm Apart to Recruits

Red sphere among silver spheresIncludes tips for small firms.

By Marc Rosenberg
On Staffing

Differentiation places your firm in the right spot compared to your competitors.

MORE ON STAFFING: Why Firms Can’t Afford NOT to Develop Women Partners | Staff Performance Feedback Done Right | 21 Staff Training Best Practices | Making Flex Time Work in the Real World | 10 Winning Traits of Accounting Firm Leaders | The Importance of Great Bosses | The 12 Reasons Your Staff Hates Your Firm | What Happened to the Relevancy of the CPA Profession?
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Social media has a role. So do personal phone calls, advertising and even talking up salaries.
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Why Firms Can’t Afford NOT to Develop Women Partners

Young smiling woman holding tablet in office8 best practices.

By Marc Rosenberg
On Staffing

Let's open this discussion in very simple terms.

MORE ON STAFFING: Staff Performance Feedback Done Right | 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 | Staffing: What CPA Firms Are Learning the Hard Way
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The CPA profession suffers mightily from a shortage of labor. There are several reasons for this, in no particular order:
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Staff Performance Feedback Done Right

Marc Rosenberg: "Because supervisors know there will be an annual review, they may hold off giving feedback on an ongoing basis. So staff often hear criticism for the first time during the annual appraisal."6 problems with annual reviews. Plus sample forms for job and (sigh) annual reviews.

By Marc Rosenberg
On Staffing

“Feedback is the breakfast of champions.” – Ken Blanchard

 

MORE ON STAFFING: Why Staff Scheduling Should Be Centralized | 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.

This post is divided into two sections:

  • The progressive view of providing performance feedback, which a minority of firms today practice. Whenever something new appears in a major way, some firms are always slow to embrace it. Examples: proactive selling, going paperless, adopting the cloud and managing a CPA firm like a real business.
  • The traditional view of providing performance feedback, which a majority of firms still practice today. If asked why the traditional practice continues, a common response is often, “That’s the way we’ve always done it. It ain’t perfect, but we are reasonably satisfied with it.””

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Why Staff Scheduling Should Be Centralized

Illustration of six workers in silhouettePlus 10 ways to keep staff accountable.

By Marc Rosenberg
On Staffing

Organized and effective centralized scheduling enables firms to staff client projects so the client work is completed.

MORE ON STAFFING: 8 Recruiting Strategies: How Many Are You Using? | 21 Staff Training Best Practices | 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 | Staffing: What CPA Firms Are Learning the Hard Way
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Other benefits of central scheduling:
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