STAFFING & RECRUITING

Employee Experience Not What It Seems

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older man and younger man in meeting

The years didn’t add up.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

We hired Sam out of school and he worked for us for two and a half years and then we split up our firm. This was ages ago and Sy and I left our third partner to form our new firm on Jan. 1.

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However, there is a valuable lesson here and I think it is worth sharing. It changed the way we hired staff.
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AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth

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Expanding access while maintaining rigorous standards.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“This legislation has real consequences – positive consequences – for the health of firms, corporate accounting departments, and the broader economy,” says Aiysha “AJ” Johnson, CEO and executive director of the New Jersey Society of CPAs, during her appearance on Gear Up for Growth with Jean Caragher of Capstone Marketing. “I like to think that we’re opening doors.”

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Johnson highlights New Jersey’s new legislation signed by Governor Murphy, creating an additional pathway to CPA licensure, a move designed to expand access while maintaining rigorous standards. It will take effect Feb. 11, 2026. READ MORE →

Three Ways to Measure Your Team’s Effectiveness

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illustration with three thermometers

They have to work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time

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There are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration above.
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How Workflow Helps Transfer Clients to New Employees

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three businessmen sharing handshake

Use your software to guide the training.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

When it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. In most cases, as we grow, new employees take over existing clients from other team members. They still need to meet with the other team members to discuss what’s needed for each client, but the workflow management software serves as their roadmap during that time.

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Although much of the process may be very similar from one client to the next, each client has its own individual needs. The roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
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Jeremy Dubow: Raising the Bar for Talent | Big 4 Transparency

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Why equity is the new standard for talent retention.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

Jeremy Dubow, CEO and co-founder of Chicago-based, private-equity-backed Prosperity Partners, explains how entrepreneurship in accounting has shifted from demand-driven to capacity-constrained, and why transparent equity programs are becoming the new standard for talent retention.

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Dubow joins Dominic Piscopo on Big 4 Transparency to discuss how accounting-firm entrepreneurship and the operating model required to scale have changed since he co-founded NDH in 2003. NDH later sold to private equity and rebranded as Prosperity Partners, which Dubow described as a case study in how firms are adapting to labor constraints, expanding client complexity, and rising expectations around technology and talent strategy.

Quotables
“The demand for accounting services is greater than it ever has been. The challenge is providing the service at a high level in a labor-constrained environment.”
“AI in and of itself is not right now the solution to solve all our problems. Using automation and offshoring gives us the operational leverage to create that capacity.”
“I recognize that my people are being attempted to be poached every single day of the year.”
“Why have a stock price if you don’t disclose what it is?”
“‘’If I worked that 80-hour week, you should too.’ Well, guess what? That doesn’t work anymore.”

Dubow argues the profession has shifted from a demand constraint to a capacity constraint. Client needs continue to expand, but firms increasingly struggle to staff and deliver services proactively at scale.

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