survey: staffing and succession still rocking firms

is your admin staff ready to support all your changes?

by jennifer wilson
rosenberg map survey

we like to say that we specialize in solving cpa firm problems and problems were way up in 2016!

more from the map survey: tech advances will lead to dichotomy | technology evolving faster than accounting firms | succession issues stalling some m&a | technology playing center stage in cpa profession
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the #1 cause? succession, transition and the need to have the right next gen leaders in place to lead, grow the firm and fund retirements. in most firms, organic revenue growth was up but staffing – having the right people in the right roles in the right timing – wasn’t keeping up. more revenue, more clients and fewer resources led to a feeling of overwhelm in many firm leaders and talent.

posted on november 15, 2017

jennifer wilson

about the author

jennifer wilson is a co-founder and partner of convergencecoaching, llc, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses.

she is a contributor to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession, available from 卡塔尔世界杯常规比赛时间.

named as one of accounting today’s 100 most influential people in accounting, inside public accounting’s top 10 most recommended consultants, and cpa practice advisor’s top 25 thought leaders and most powerful women in accounting, jennifer has worked in both the public accounting and it development sectors before cofounding convergencecoaching, llc. as a partner for the top ten accounting firm, bdo usa, jennifer ran the national financial solutions group practice with nearly 100 consultants providing financial systems selection, implementation, and support services to clients. jennifer is a member of the association for accounting administration (aaa), association for accounting marketing (aam), american marketing association, american institute of cpas (aicpa), society for human resource management (shrm), and international coach federation. jennifer is an active volunteer in the profession and serves as chair of the education committee for aam, as a member of the bill.com advisory board, and on the cpa leadership panel for the cpa leadership institute. jennifer is a member of the new horizon group, cpa consultants’ alliance, and accountants’ global advisory panel, all forums for leading consultants to the accounting profession. she is a regular guest columnist and blogger for accounting today, accounting tomorrow, and aicpa cpa insider with many recently published articles on leadership, partner programs, people management, and business development. she is a nationally recognized speaker, teacher, and facilitator delivering leadership and marketing programs to accounting and technology associations, state societies, and firms. in her free time, jennifer enjoys spending time with her husband and three girls, gardening, practicing yoga, running, and is also active in her church.

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