Topic: staffing

CPA Trendlines Forum: Finding the Right Staff

… and keeping them. CPA Trendlines conducts surveys all the time, but we like to ask periodically if there are questions we just aren’t asking that you need answered. We’re giving you the opportunity to help your fellow accountants with their pressing questions. Today’s topic: staffing. “Staffing: raise internally or seek outside of firm?” asked Jim Falgout, president of Falgout & Associates, P.C. in Richardson, Texas. “What do you do to attract employees who want to stay and grow with the firm?” asked Scott Sanders, managing partner of Sanders Thaler Viola & Katz LLP in Jericho, N.Y. Michael Green of Arendholz Bryan & Associates in Branford, Conn., wants to know “how to attract, retain and motivate young CPAs without giving […]

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When the Deal is Done: A 24-Point Checklist for the Morning After

How to integrate two firms after a merger: carefully. By August Aquila Creating the Effective Partnership The tough negotiations and hard-fought agreement were the hard parts, right? Think again. Now you must move your eye from the financial to the human side of the merger. Your work has just begun and may last for 12 months or more. In order to make sure your merger has a better than average chance of succeeding, here are at least two dozen questions that need to be answered:

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Survey: Top 10 Ways Firms Tutor Top Talent

No. 1 method: ‘Give them challenging assignments…”

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CPA Talent: How To Identify Future Leaders Early

Who gets promoted and why in accounting: Join the survey; get the answers. By CPA Trendlines Research Tax, accounting and finance professionals don’t agree on everything. But they do seem to agree on the key traits needed to succeed in the profession, according to a new CPA Trendlines multi-year study. The questionnaire for “TALENT STRATEGIES: How to Identify and Develop Professionals for Management and Leadership Responsibilities” remains online and open as CPA Trendlines continues to collect data and refine its analysis. 

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2014 Roundtable: The Baby Boomers Take Control

As one generation ages out, a new one reshapes the future of the profession. See the complete 2014 Roundtable By Jennifer Wilson Convergence Coaching Analysis Without a doubt, succession issues permeate all aspects of the firms we’re encountering. These include identifying and developing successors — especially rainmakers and practice leaders, ensuring that the buy/sell makes sense and can be sustained over time, determining retirement timing and issues, establishing and executing transition plans, communicating plans, recruiting new talent to backfill positions and exploring new ways to govern the firm to give more voice to those who will be taking over. Succession implications are far-reaching and can be consuming.

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Transitioning from a Practice to a Business

Ed Mendlowitz, CPA, ABV, PFS Author of “The 30:30 Training Method” Question: A CPA sole practitioner with a few part time staff told me that he has come to realize that he no longer had a practice, but a business, and wanted to hire a person for “growth,” not just someone to help him get through the day. He wanted some suggestions of what type of person he should hire.

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5 Tips to Managing and Motivating Virtual Team Members

By Sandi Smith Leyva, CPA Accountant’s Accelerator It’s not uncommon for even the smallest of businesses to have employees and contractors all over the world.  Right now, I have an employee in the Ukraine, two employees in San Jose, a virtual admin in Orange County, a warehouse team in Indiana, a transcriptionist in Las Vegas, partners in New York, Chicago, Missouri and Atlanta, and a coach in Sydney, Australia. In the last few months, I‘ve moved from San Jose, Calif., to Plano, Texas, while my team stays put.   And it won’t hurt my business one tiny bit. Here are five tips to help your virtual team play at their best.

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Accounting Firms Launch New War for Talent

Firms are hiring, and many staffers are thinking about a job change. Get more details, join the survey. By Rick Telberg CPA Trendlines Now five years since the banking crash that forced record layoffs at tax and accounting firms, new survey results from CPA Trendlines Research show intensifying competition for talent, with more than 42% of accountants reporting that their firms are hiring and about half of all staffers ready to make a move. “There’s a labor shortage out there,” according to Chris Hatcher, a partner at Louisville, Ky., Baldwin CPAs. “Finding good talent is hard.” Hatcher says Baldwin CPAs is looking for professionals with ambition, which he defines as an “owners  mentality.” In this report, CPA Trendlines Research: – […]

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Six Great Online Places to Find Talent

By Sandi Smith Leyva, CPA Accountant’s Accelerator When you need to expand your team, the good news is there are many options available today: Full time vs. part-time Your location or theirs Contract or employee Permanent or temporary Project-specific or recurring And many more options Thousands of people are looking for work, and thousands more are looking for small tasks that they can do on the side.  To find the perfect person for you, here’s a list of sites that help match you to the perfect person for your task, project or job.

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