HR Consulting

We work with CPA firms in a variety of human resources areas. If you’re interested in defining or sharpening your current strategy related to these HR topics, contact us to discuss how we can help.

Career Pathways & Path to Partner

We work with partners on defining career pathways within their firm that helps outline options your team members have for career development, promotions, and alternative paths that work for your organization. Our Path to Partner program involves developing a general timeline for promotions to each level and expectations for each level to provide a clear guide to current and future employees on what it takes to be a highly-valued team member and potential partner at your firm.

Role or Level Descriptions

Writing job descriptions can be a burdensome task for many firm leaders. We work with firm leaders to define level-based competencies (what you need your team to do) and then create thoughtful, relevant job descriptions for all levels at your firm. Role descriptions provide clarity to employees and partners; with everyone on the same page, achieving your firm’s overall strategic goals is noticeably easier.

Remote, Hybrid, Offshoring & Outsourcing Work Arrangements

We work with firms to help them understand and determine what workforce solutions will best support their goals, client service expectations and culture. We guide firms in selecting the best-fit staffing strategies and support implementation, effectiveness, and fine-tuning of the processes for long-term success.

Mentoring Program Development

Mentoring programs are a proven tool used by firms to help enhance the development and growth of employees. Our service includes sharing best practices for implementing these programs and helping firm leaders decide what attributes they want their mentoring program to have from making the program required for all employees, the frequency of mentor/mentee meetings, how you want to monitor the effectiveness of those meetings, and how you want to solicit feedback throughout the program each year.

Training Curriculum Development & Design

We work with firms to build out a leadership development training program for various departments and levels at your firm. Our training content is non-technical and includes topics ranging from Executive Presence, Delegation, Time Management, Train the Trainer, Delivering Feedback and much more. To learn more about our services in this area check out our Leadership Development page.

Performance Management Design

We work with firms to help design and build performance management systems. Our service includes helping firms determine an optimal frequency of review cycles, designing performance criteria for levels within your firm and training employees (and partners when warranted) on how to write and deliver feedback.

Upward Feedback Facilitation

We work with firms to co-design a question set that will capture the most relevant feedback on your management professionals. Our service includes working with partners and managers to introduce them to the upward feedback program; administering upward feedback surveys as an independent third party; and providing a high-level summary of themes observed throughout the process.

Featured Book

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

In an era of tight labor supply and high turnover, the old ways of managing staff no longer work. Today’s firms need to address retention, staff engagement, recruiting, training, mentoring, recognition, leadership development, advancement, performance feedback and work-life balance; here’s your complete guide.

Learn More

Testimonials

“I can't praise the book CPA Firm Partner Retirement/Buyout Plans enough. It was the best work in this area I have ever read, and it should be mandatory reading for every owner - and future owner - of a CPA firm.”

Allan Koltin, CPA, CGMA, CEO
Koltin Consulting Group