CPA Firm Staff: Managing Your #1 Asset, 2nd Edition
TESTIMONIALS
“We have used your series on practice management topics to assist us in developing our own internal procedures and processes. We have found this material to be very helpful, as it is based on “real-life” experiences working with CPA firms, and the recommendations are practical to implement.”
Cary Selby, CPA, CA, Managing Partner
SBLR LLP
Toronto, Ontario
BULK DISCOUNTS
| Subtotal | Discount |
|---|---|
| $625 | 20% off |
| $1,150 | 30% off |
| $1,600 | 40% off |
| $2,850 | 50% off |
Second Edition
We’ve recently updated this book to provide the latest on CPA firm staff for you.
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
NEW 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 $95 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
©2023
Please note our PDF e-books are not printable. Why?
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