marc rosenberg, author at 卡塔尔世界杯常规比赛时间 - page 19 of 41

21 staff training best practices

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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compensation: money and beyond

plus 6 types of bonuses and 12 extraordinary benefits.

by marc rosenberg
on staffing

every cpa industry survey i’ve seen for decades shows that compensation is #1 to staff.

more on staffing: 6 keys to advancement programs | making flex time work in the real world | 10 winning traits of accounting firm leaders | the importance of great bosses | the 12 reasons your staff hates your firm | what happened to the relevancy of the cpa profession?
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for example, the aicpa/pcps 2011 top talent survey showed:

salary was #2 for what attracts staff; #1 was career growth opportunities.
salary was #1 for what retains staff.

my feeling is that compensation is ante to enter or stay in the game.
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6 keys to advancement programs

plus 7 ways to make staff jobs more challenging.

by marc rosenberg
on staffing

a great table-setter for this topic is an aicpa/pcps top talent survey, conducted in december 2011.

more on staffing: making flex time work in the real world | how to make mandatory saturdays a thing of the past | what staff mentoring is and isn’t | do flexible hours help or hurt us? | 8 keys to keeping staff engaged | staffing: what cpa firms are learning the hard way
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the following were noted as keys to retaining cpa firm staff:

career growth opportunities
interesting and challenging client projects

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10 winning traits of accounting firm leaders

bonus: 3 partners talk about what they learned on the way up.

by marc rosenberg
on staffing

let’s examine the look and feel of leadership at cpa firms.

more on staffing: what staff mentoring is and isn’t | staff need meaningful recognition | the importance of great bosses | do flexible hours help or hurt us? | why flexibility for staff works (and how) | the 12 reasons your staff hates your firm | 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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i’m probably the millionth person to form a list of important leadership qualities, but i want to share what i have learned from working with cpa firms for over 20 years.
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what staff mentoring is and isn’t

checklist: 11 things mentors do.

by marc rosenberg
on staffing

the existence of a mentoring program is a statement by the firm that it doesn’t want to leave the retention, development and success of its staff to chance. instead, the firm wants to be proactive about helping staff succeed and grow.

more on staffing: staff need meaningful recognition | the importance of great bosses | do flexible hours help or hurt us? | why flexibility for staff works (and how) | the 12 reasons your staff hates your firm | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

a mentor is a neutral sounding board for the staff person. ideally, a mentor should not be a staff person’s supervisor on work projects.

a mentor helps staff navigate office politics and shows them the ropes, helping guide them to their next roles.
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staff need meaningful recognition

12 ways to recognize staff.

by marc rosenberg

suppose you ask staff (or partners, for that matter), “how important is it for the firm or your boss to recognize your accomplishments and efforts?”

more on staffing: the importance of great bosses | do flexible hours help or hurt us? | why flexibility for staff works (and how) | the 12 reasons your staff hates your firm | 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

a knee-jerk response may be: “it’s nice but not that important. i’m self-motivated and don’t need others to tell me when i do something good.”

i usually regard these responses as somewhat defensive and automated because everyone wants recognition. it’s a fundamental human need.
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the importance of great bosses

highlighting a built-in flaw of the traditional cpa firm structure.

by marc rosenberg
on staffing

in most organizations, everyone reports to a specific individual.

more on staffing: do flexible hours help or hurt us? | why flexibility for staff works (and how) | the 12 reasons your staff hates your firm | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

early in my career, i was the controller of a valve manufacturing company. the company grew to the point where i needed to hire an assistant controller. guess who that person reported to 100 percent? guess who was totally responsible for the success of that assistant controller?
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the 12 reasons your staff hates your firm

bonus worksheet: calculating the high cost of turnover.

by marc rosenberg
on staffing

let’s examine the state of cpa firm professional staff turnover.

staff turnover rates, annualized, by firm size. source: rosenberg map survey at store.www.g005e.com

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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the high cost of turnover

much has been written about the high cost of turnover. almost all estimates range from 1 to 1.5 times an employee’s annual compensation.
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8 keys to keeping staff engaged

plus 3 steps each on leveraging and retaining talent.

by marc rosenberg
on staffing

we used to think the primary driver of staff productivity and retention was job satisfaction. but more important is employee engagement where staff think: “i get to go to work today,” instead of, “i have to go to work today.”

more on staffing: 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

while satisfaction is important, an engaged employee is more productive, produces higher-quality work and is less likely to leave your firm. equally important, engaged staff create engaged clients. these clients spend more money with you by purchasing more services your firm has to offer.
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partner comp pearls of wisdom

don’t forget how you got where you are.

by marc rosenberg
partner comp: art & science

during my 20-year consulting career, i have been privileged to meet many amazing managing partners, who were very generous in sharing their knowledge with me. i wanted to share them with you.

“the best way to make a lot of money is to build a great team beneath you.”

rosenberg’s take: eat-what-you-kill may work out fine for small firms, and may maximize short-term earnings for all firms. but cpa firms operate much more effectively and profitably with the one-firm concept, with all firm personnel working as a team.

more on partner compensation: paying for current vs. historical performance | partner pay in retirement transition period | how to pay non-equity partners | how large and small firms allocate income | partner pay: recapping the compensation systems | 3 tiers of compensation | partner compensation: an art, not a science
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“if you’re weak at client service and good citizenship, you flunk and you’re out.”

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how to create a talent management strategy

5 steps to acquiring the right employees.

by marc rosenberg
on staffing

what is talent management?

more on staffing: what happened to the relevancy of the cpa profession? | staffing: what cpa firms are learning the hard way
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it’s an umbrella term for how firms acquire talent, engage people in their firm, develop their skills and retain them. among many things, it addresses:
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what happened to the relevancy of the cpa profession?

17 ways to make accounting careers relevant to staff.

by marc rosenberg
on staffing

the business graveyard is littered with major organizations that missed the boat by failing to see cataclysmic game-changers happening right before their eyes.

more on staffing: staffing: what cpa firms are learning the hard way
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ice companies failed to get into refrigeration because they saw themselves in the ice business.
railroads missed out on autos and aerospace because they didn’t see themselves in the transportation business.
a ceo of digital equipment corporation (dec) said he couldn’t imagine why people would want a computer in their own house.
it took the wright brothers five years to get the u.s. government to even talk to them about their invention.

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staffing: what cpa firms are learning the hard way

4 reasons staff are the #1 key to firm success.

by marc rosenberg
on staffing

the ancient greek philosopher heraclitus said: “there is nothing permanent except change.”

more from the author: how to identify partner potential in staffers | 15 ways to develop staff into partners | staff best practices … for the firm | staff likes and dislikes about the accounting profession | keys to bringing in new partners

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people fly and drive cars instead of using horses and carts. technology has replaced calculators, slide rules and how books are written. food is purchased at grocery stores instead of grown on the farm.
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