SURVEY: Staffing and Succession Still Rocking Firms

Is your admin staff ready to support all your changes?

By Jennifer Wilson
Rosenberg MAP Survey

We like to say that we specialize in solving CPA firm problems and problems were WAY UP in 2016!

MORE FROM THE MAP SURVEY: Tech Advances Will Lead to Dichotomy | Technology Evolving Faster Than Accounting Firms | Succession Issues Stalling Some M&A | Technology Playing Center Stage in CPA Profession
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The #1 cause? Succession, transition and the need to have the right Next Gen leaders in place to lead, grow the firm and fund retirements. In most firms, organic revenue growth was up but staffing – having the right people in the right roles in the right timing – wasn’t keeping up. More revenue, more clients and fewer resources led to a feeling of overwhelm in many firm leaders and talent.
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A Call for Change: An Open Letter to Each Generation

Three businesspeople of different agesDrop the preconceptions and start working as a team.

By Jennifer Wilson
Bridging the Gap

Much like siblings, multiple generations working at the same firm often bring entrenched points of view and strong biases that have at least some basis in truth. Dropping these notions may be uncomfortable and require a conscious effort, but will benefit the firm as well as individual relationships within it.

With three distinct generations in the workplace today, the impacts of generational differences are phenomenal. Firm leaders are challenged to balance and blend each generation’s unique historical context, motivators and somewhat differing values systems to create a unified team and a sustainable firm.
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Making Flex Time Work in the Real World

Woman working on laptop at homeBONUS: A sample flexible work arrangement policy.

By Jennifer Wilson
On Staffing

Art Kuesel of Kuesel Consulting said it’s funny how people and organizations launch a new philosophy, policy or approach with the best of intentions, but somehow fail to consider an unintended consequence that threatens to negate the whole purpose of the original initiative.

MORE ON STAFFING: How to Make Mandatory Saturdays a Thing of the Past | 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 | What Happened to the Relevancy of the CPA Profession?
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His examples:
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How to Make Mandatory Saturdays a Thing of the Past

Dog sleeping in home office as woman works at computer in backgroundFour mental shifts to make.

Sound-Off: Does your firm require working on Saturdays?
Join the conversation here.

By Jennifer Wilson
On Staffing

I always challenge firm leaders to evaluate their “old school” practices and shift toward more engaging, motivating and even “cool” ways of operating to retain top talent.

MORE ON STAFFING: Guidelines for Flexible Work Policies | 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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One of the ideas we’re hearing cool firms employ is the elimination of mandatory Saturdays during busy season. When I’ve shared this in group settings at CPA conferences, I literally hear a gasp of surprise because it challenges one of the most fundamental elements of public accounting – tracking, measuring and valuing time.

Today I want to explore the possibility of eliminating mandatory Saturdays – which does NOT mean eliminating overtime in most cases – and discuss ways that might help make this “new school” idea work and make public accounting an even cooler profession for up-and-comers.

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Guidelines for Flexible Work Policies

Young couple holding hands on winter hike with mountain in backgroundPlus 6 reasons to adopt unlimited PTO.

By Jennifer Wilson
On Staffing

The best way to reduce conflict and disappointment in flexible work policies is to clearly establish expectations.

MORE ON STAFFING: 10 Winning Traits of Accounting Firm Leaders | What Staff Mentoring Is and Isn’t | Do Flexible Hours Help or Hurt Us? | 8 Keys to Keeping Staff Engaged | How to Create a Talent Management Strategy | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
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There is no better way to accomplish this than by having a clear, transparent and up-to-date policy document.
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Do Flexible Hours Help or Hurt Us?

Man sitting on mountain and searching for mobile signalTaking time off remains a challenge.

By Jennifer Wilson
On Staffing

Author's Note: This post is excerpted from an article that originally appeared at Vault.com.

For better or worse, we can now work anywhere. There’s nowhere our employers and clients can’t reach us. And there’s nowhere we can’t reach our employers and clients.

MORE ON STAFFING: Why Flexibility for Staff Works (and How) | The 12 Reasons Your Staff Hates Your Firm | 8 Keys to Keeping Staff Engaged | How to Create a Talent Management Strategy | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
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Some of us like this arrangement. Some of us don’t. All things considered, are flexible hours helping or hurting us?
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SURVEY: 97% of Leading Firms Now Offer Flexible Work Arrangements

Senior businessman mentoring two younger workersBut only 83% provide the tech to do it well.

By Jennifer Wilson
On Staffing

What is work flexibility?

MORE ON STAFFING: The 12 Reasons Your Staff Hates Your Firm | 8 Keys to Keeping Staff Engaged | How to Create a Talent Management Strategy | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
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At Convergence Coaching we use the terms “Anytime, Anywhere Work” and “work flexibility” very similarly. Both refer to increased flexibility around one’s work schedule and the place where work is done, while simultaneously meeting the needs of clients and staff and the goals of the firm.

ConvergenceCoaching’s Anytime, Anywhere Survey

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