21 Staff Training Best Practices

And the 3 types of training that all CPA firm personnel need.

By Marc Rosenberg
On Staffing

I cringe when CPAs use “‘training”’ and “‘CPE”’ synonymously.

  • CPE coursework is often reactive, taken to maintain a CPA license. It may or may not educate. It may or may not be the type of education an individual needs. Many look upon CPE as a nuisance to be complied with. The smaller the firm and the older the CPA, the more likely this is the case.
  • Training is primarily proactive, undertaken to expand a person’s knowledge, performance and capabilities. The training is in alignment with what the person needs to do the job and provide value to the firm and its clients.

MORE ON STAFFING: 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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Ideally, the training identified as needed also qualifies as CPE.

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Marc Rosenberg

Marc Rosenberg at cpatrendlines.com

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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