AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
Expanding access while maintaining rigorous standards.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
STAFFING & RECRUITING
Three Ways to Measure Your Team’s Effectiveness
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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The Fastest Way to Lose Talent Is “Dick Leadership” | ARC
Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
Leaders in accounting do not need to choose between being “nice” and being effective.
In this ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, make the case that the best bosses aim for something tougher — kindness with clarity.
The conversation starts with a story familiar to anyone who has ever hovered over the “Send” button on a difficult message.
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Mason, founder and CEO of High Rock Accounting, recalls proposing a conference talk with a deliberately provocative title — a reminder that most professionals feel the tension between holding the line and keeping the peace. The point, she says, is not to sanitize reality. It is to learn how to hold people accountable without turning it into a personal attack.
Answer Three Questions about Your Leadership
Do others think you’re ready to be partner?
By Martin Bissett
Passport to Partnership
The Passport to Partnership study collated a number of responses in a conversational style.
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But two brief but succinct examples on the realities of how a firm assesses an individual’s “competence” for leadership are showcased really stood out:
- They need to explain technical data to me in a way that I know they understand.
- What kind of lifestyle does this person have outside of work? We’ll be looking at Facebook, X and Google to find out.
How Workflow Helps Transfer Clients to New Employees
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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Exclusively for PRO Members. Log in here or upgrade to PRO today.
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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