How Engaged Are Your Employees?

You might not like surveys, but you might need one.

By Steven E. Sacks

While the consideration of succession planning has taken up a lot of airtime in recent years, there is something even more important to consider and that is how to attract and retain talent.

MORE: Performance Reviews: No Need to Pull Teeth | Have You Gauged Your Staff’s Enthusiasm? | Why Knowledge Maintenance Is Key | Retention Starts with the Hiring Interview | The New Way to Handle Exit Interviews
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Questions most often asked by a CPA firm managing partner when someone leaves:

Did we see this coming?
Did he/she express any dissatisfaction?
Do you know if it was a money or promotion issue?
Was there something we could have done to head this off?

Posted on February 29, 2020

Steven Sacks

About the Author

Steven Sacks, CPA, CGMA, ABC, has been at the forefront of the accounting profession for 30 years.

He is the author of
"The NEW Fundamentals: Practical Guidance for Today’s Accounting Firms,"
available here from CPA Trendlines.

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His involvement included the development of the first set of consulting standards, the creation of the Accredited in Business Valuation credential, the publication of practice management guides and award-winning newsletters, and addressing business development and organizational management in both the public and private sectors. He has served professional service firms and membership associations through the deliverance of leading-edge conferences, presented to colleges and universities on careers in accounting, and created workshops, webinars, and webcasts on a variety of accounting and consulting topics.

As the CEO and founder of Solutions to Results LLC, Steven assists professional service firms and organizations to solve the challenges of human capital development, workplace culture, and developing effective internal and external communication strategies and techniques. Previously, as executive director of Moore Stephens North America, he served CPA firms with conferences, webinars, workshops, various communication vehicles (including a multi-year, award-winning association newsletter), and a skills database for the development of domestic and international engagement referrals. At the AICPA, he developed strategies and business plans for growing the consulting services membership section; published technical service and practice management guides; participated in the creation of the first set of standards for consulting services; led the creation of the Accredited in Business Valuation credential; developed niche conferences in valuation, litigation support and forensic services; and presented to colleges and universities about CPA consulting careers.

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