training

21 Staff Training Best Practices

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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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Forget Technology. The Last, Best Competitive Edge Is Now Your Firm’s ‘Learning’ Skills

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Office workers training on computersHow to build it and give chargeable credit to the coordinators.

By Roman H. Kepczyk
Quantum of Paperless

For many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

MORE ON TECH SPENDING: Centralize Contact Administration | Standardize QuickBooks Support (and Bring Your Clients) | Remote Deposit Saves in Several Ways | How Efficient Are Your Audits? | Going Digital: How to Train a Client | Hit ‘Delete,’ But Only When It’s Time | Unified Messaging Offers Benefits | Remote Access: Giving Workers What They Want | Why Use Windows 10?
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To take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” This requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
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