Why It’s Great to Work at a CPA Firm

People in office releasing balloonsFive ways to make staffers feel like stars.

By Marc Rosenberg
On Staffing

Partners have it great. They:

  1. Function as entrepreneurs
  2. Love the freedom and flexibility of being a business owner
  3. Have clients who love them and vice versa
  4. Do work that is challenging and interesting
  5. Have staff to delegate work to
  6. Mentor young people
  7. Have tenure, just like professors (well, not officially)
  8. They make great money, way more than they ever thought
  9. They have almost no accountability (pardon the sarcasm!)

MORE ON STAFFING: Why Job Descriptions Matter | Generational Differences: Truth and Fiction | 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 | Staffing: What CPA Firms Are Learning the Hard Way
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The stress of partners’ jobs sometimes causes them to forget they have such a great gig. But when partners stand back and think of what they have going for them, they see how nice the big picture is.
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Be an ‘Object of Interest’

poppy fieldDo potential clients know who you really are?

By Rob Nixon

We don’t buy professional services from faceless companies that have no personality. People buy from people they know, like and trust.

MORE ON STRATEGY: Niche Markets Are Your Best Buyers | Marketing Objectives Determine Marketing Amount | What Products Should You Create? | Keep a Watchful Eye on Clients | Rewards Go Far Beyond Money | People Still Needed, But In Different Ways | Don’t Let Technology Make You Dumber | Are Your Goals Big Enough? | Finding New Opportunity in Compliance Services | How Offshoring Is Shaking Up Accounting
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I am about to choose an accounting firm to entrust my financial affairs with. We are about to get intimate on my finances and I want to make sure that you are who you say you are and you are worthy of trusting.
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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
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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.
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11 Ways to Get More Tax Clients

Hand with money fanned out against tax return formPlus 22 ways to get additional business clients.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

A target is the result of a plan.

MORE ON MARKETING: How to Sell Bundled Tax Services | How to Prepare Returns for a Multiple-Year Non-Filer | How to Conduct Business Valuations and Forensic Investigations | Yes, Accountants Can Perform Conflict Resolution | How to Counsel on Retirement Planning | Investment Clubs and How to Counsel Them | Offering Second Marriage Assistance | What You Need to Start a Financial Planning Discussion | Tax Projections: How and Why | How to Raise Client Awareness of Services
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So, what is your plan?
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Forget CPE, You Need an FPE

Business hand holding hot chart in crystal ballAn executive whose entire job is to predict the future?

By Hitendra Patil
Client Accounting Services

Do you want to know the future of accounting?

MORE ON ENTREPRENEURIAL STRATEGY: Seven Lessons for Accountants from Self-Driving Cars | 4 Pillars of Future Firm Foundation | Do You Want a Practice … or a Business? | 3 Apps to Automate Business Networking | Relearning the Lingo of the Accounting Business | 10 Things That Accountants Didn’t Worry About 10 Years Ago | What if Accounting Firms were ‘Apps?’ |

MORE on Client Accounting Services

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Business Insider recently published a post stating Ford has an executive whose entire job is to predict the future.
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