CPA Firm Staff: Managing Your #1 Asset, 2nd Edition

Second Edition

Most firms recognize that staff are the key to success. But in an era of tight labor supply, high turnover, and a new generation that questions the attractiveness of the CPA profession, the old ways of managing staff no longer work. Firms that fail to acknowledge that their team is every bit as important as their clients will soon find themselves without quality employees.

Marc Rosenberg, CPA and Amanda Lilley, CPA, SHRM-CP, PHR, have written a complete guide to developing CPA firm staff, building a desirable culture for employees and retaining them for years to come.

With contributions from national experts Jennifer Wilson of ConvergenceCoaching® and Jeremy Wortman, PhD from HRD Initiatives, they cover:

• Attractiveness of the CPA profession
• Recruiting
• Training
• Engagement and retention
• Mentoring
• Talent management
• Performance Feedback
• Flexible work arrangements
• The importance of great bosses
• Leadership development
• Compensation
• Developing women partners
• Surveying your staff
• Generational differences
• Job descriptions
• Why it’s great to work at a CPA firm

Toolkit

We are offering a proprietary toolkit that includes over a dozen key documents from the book your firm can use. The toolkit comes in printable Word document format to make it easy for you to use immediately. The toolkit is available as a $110 add-on to your book purchase and includes:

High-Impact One-Page summaries and sample tools for sharing with your partner group, including:

• Top Reasons Staff Leave CPA Firms
• Checklist: Things CPA Firm Supervisors Do to Be ‘Good Bosses’
• Promotion to Partner: Thresholds and Core Competencies
• Annual Performance Review Form
• Sample Job Satisfaction Survey Questions
• Sample Upward Evaluation Questions
• Job Descriptions

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