Topic: staff

When Staffers Stagnate

Higher-level staff person isn’t supervising or mentoring anyone. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I have a staff person who does great work, but she seems to be deadened. The good news is that her clients love her and she doesn’t bug me about becoming a partner. MORE PRACTICE DOCTOR Q&A: Yes, You Should Send Rejection Letters | 7 Ways to Lose a Client’s Trust | 12 Must-Knows for Niche Markets | 6 Ways to Take a Client Beyond Tax Prep | 18 Ways to Blow a Partnership Opportunity | 8 Times When Hourly Billing Trumps Value Pricing | When a Staffer Stops Listening | 44 Critical Criteria for Accounting Staff Performance Evaluations | 5 Time Management […]

READ MORE →

Performance Reviews Need Work, Survey Says

The good news: Nearly three-quarters of respondents in a CPA Trendlines career outlook survey say turnover in their offices is low. The bad news: More than half say performance reviews are neither regular nor useful.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Teamwork: Room for Improvement

You may believe you have a great team in place. But does your team agree? A new set of CPA Trendlines Research findings shows room for improvement.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Can Accounting Firms Lead With Work-Life Vision?

And 5 practical ideas to implement measures to create real work-life balance at your firm. By Hitendra Patil Pransform Inc.  Do you want employees who have: greater engagement in their jobs higher levels of job satisfaction stronger intentions to remain with their employers less negative and stressful spillover from job to home less negative spillover from home to job better mental health Aren’t these the things most accounting firms would want their employees to experience? In a 2014 National Study of Employers conducted under the “When Work Works” project, Families and Work Institute and the Society for Human Resource Management noted that employees in more effective and flexible workplaces are more likely than other employees to have such desirable traits […]

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

How to Build a Powerhouse Learning Team for Your CPA Firm

Create competitive value by combining practitioners and educators on the same team. By Michael Ramos and Cate Miller CPAs bring a diverse range of skills to any business problem. At small firms, partners wear many hats, including management of the learning function. But as firms grow, it soon becomes apparent that one of the firm’s partners – no matter how talented he or she may be – is not functioning at their highest and best use if they have to manage the entire learning function on their own.   Part 3 in a 3-Part Series: Run Training Like a Business      Part 1: 4 Steps to Get More from Your Training Budget      Part 2: How to Manage CPE by the Numbers […]

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

And Now, a Few Words About Sex (and 14 Tips)

Your protégée may have concerns. You should anticipate them. By Ida O. Abbott Sponsoring Women: What Men Need to Know If you are concerned about the possibility of sex-related problems, consider the degree of risk involved and whether you are willing to assume it. Before you decide, consider first that you might be exaggerating the risk, and second that this is a risk that can be prevented and managed. MORE ON SPONSORING WOMEN FOR LEADERSHIP: Your Protégée Needs Your Feedback |  9 Ways to Promote Your Protégée to Others | 8 Ways to Help Your Protégée Focus on Career Opportunities | How to Start an Effective Sponsorship … and Follow Through | 3 Roadblocks to Women and Men Working Together […]

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Make Flexible Scheduling Work for Everyone

Your protégée needs you to have her back. By Ida O. Abbott Sponsoring Women: What Men Need to Know A talented, ambitious woman who works less than full time or takes extended family leave is extremely vulnerable to being derailed professionally. Whether because she is “out of sight/out of mind,” or because people doubt her commitment, she may be disregarded for promotions or high-profile projects. MORE ON SPONSORING WOMEN FOR LEADERSHIP: Your Protégée Needs Your Feedback |  9 Ways to Promote Your Protégée to Others | 8 Ways to Help Your Protégée Focus on Career Opportunities | How to Establish a Sponsor-Protégée Relationship | Women Must See Politics as Leadership to Get Ahead | Mommy Bias Persists | Different Standards, […]

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

We’re Back! Tax and Accounting Employment Hits New High, Surpassing January 2008 Peak

It’s a 1.8 percent hike from boom times. We’ll take it. The U.S. tax, accounting and bookkeeping industries have fully rebounded, surpassing the previous January 2008 peak, according to CPA Trendlines sources. Here CPA Trendlines reports on: Current hiring trends in each of the bookkeeping, tax, payroll and CPA segments of the industry. Average hourly wages for key segments. Typical hours worked per week. And trends concerning women in the accounting workforce. While cheering the recovery, the new employment trends represent intensifying competition for talent, as well as clients.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Your Protégée Needs Your Feedback

But sometimes it’s going to be tricky. By Ida O. Abbott Sponsoring Women: What Men Need to Know Feedback is important at any level of professional development. But for a woman trying to become a leader, honest, clear and practical feedback is essential. She needs to know both how well she is performing and how to project the image she wants others to have of her.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE