TALENT & CAREER DEVELOPMENT

When an Employee’s Growth Has Gaps

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older man and younger man in meetingWhere did all that experience go?

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.

MORE: My First Trainee | The Growing Pains of a Small Firm | Giving Clients the Best You’ve Got | Why MAP Programs Are Essential | How to Become a Specialist | Secrets in Specialties | Making Sure the Son Got Proper Credit | Yes, Shirt Logos Can Matter | 10 More Reasons CPAs Quit Public Accounting | Family Trees of Clients | Preparing for the Worst (Thanks to My Wife)
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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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My First Trainee

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Leads to new opportunities.Confident businessman analyzing chart and explaining it to co-worker

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

I was fortunate early on in my career that I had a boss who gave me responsibility to supervise. On some level I was not really instructed how to supervise, but was told I could use the new person to help me get my work done.

MORE: The Growing Pains of a Small Firm | Giving Clients the Best You’ve Got | Secrets in Specialties | 10 More Reasons CPAs Quit Public Accounting | When CPAs Leave to Work for a Client | When Parents, Children Hit an Impasse
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This was precipitated by an email I received from the first person ever I supervised. I had not spoken to him since working with him in 1968. He emailed me because he read one of my columns and just wanted to say hello. I remembered him and then I recalled how I got started training him – he was the first person I trained.
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From Senior to Manager in 12 Quick Questions

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What it takes to get promoted.

By Marc Rosenberg
The Rosenberg Practice Management Library

CPA firms have many different titles or positions.

MORE: Making Partner: The Essential Metrics | What Makes a Partner | Want to Be a Partner? Meet These 17 Expectations | Five Reasons Not to Make Someone a Partner | Yes, You Need Another Partner | Six Big Mistakes in Succession Planning | What a Firm Needs from Its Leaders
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Today, we’ll address the most common:

  • Staff
  • Senior
  • Manager

I often use the term “staff” to refer to anyone who is not at the partner level. This is different from a “staff-level” associate, who typically has only a few years or less of experience in public accounting. But exactly what does it take to advance from staff to senior and from senior to manager?
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