602 search results for marc rosenberg

19 questions for your next hire

by

two serious business partners listening attentively to young man at interview in officeplus 15 soft skills to interview for.

by marc rosenberg
on staffing

questions are in no particular order.

more on staffing: how to set your firm apart to recruits | why firms can’t afford not to develop women partners | 8 recruiting strategies: how many are you using? | 6 keys to advancement programs | guidelines for flexible work policies | staff need meaningful recognition | survey: 97% of leading firms now offer flexible work arrangements | how to create a talent management strategy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some questions are more geared to entry-level recruits than those with experience, but most can be used for both.
read more →

how to set your firm apart to recruits

by

red sphere among silver spheresincludes tips for small firms.

by marc rosenberg
on staffing

differentiation places your firm in the right spot compared to your competitors.

more on staffing: why firms can’t afford not to develop women partners | staff performance feedback done right | 21 staff training best practices | 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?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

social media has a role. so do personal phone calls, advertising and even talking up salaries.
read more →

why firms can’t afford not to develop women partners

by

young smiling woman holding tablet in office8 best practices.

by marc rosenberg
on staffing

let’s open this discussion in very simple terms.

more on staffing: staff performance feedback done right | why staff scheduling should be centralized | compensation: money and beyond | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the cpa profession suffers mightily from a shortage of labor. there are several reasons for this, in no particular order:
read more →

staff performance feedback done right

by

marc rosenberg: "because supervisors know there will be an annual review, they may hold off giving feedback on an ongoing basis. so staff often hear criticism for the first time during the annual appraisal."6 problems with annual reviews. plus sample forms for job and (sigh) annual reviews.

by marc rosenberg
on staffing

“feedback is the breakfast of champions.” – ken blanchard

 

more on staffing: why staff scheduling should be centralized | 8 recruiting strategies: how many are you using? | 6 keys to advancement programs | guidelines for flexible work policies | staff need meaningful recognition | survey: 97% of leading firms now offer flexible work arrangements | how to create a talent management strategy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this post is divided into two sections:

  • the progressive view of providing performance feedback, which a minority of firms today practice. whenever something new appears in a major way, some firms are always slow to embrace it. examples: proactive selling, going paperless, adopting the cloud and managing a cpa firm like a real business.
  • the traditional view of providing performance feedback, which a majority of firms still practice today. if asked why the traditional practice continues, a common response is often, “that’s the way we’ve always done it. it ain’t perfect, but we are reasonably satisfied with it.””

read more →

why staff scheduling should be centralized

by

illustration of six workers in silhouetteplus 10 ways to keep staff accountable.

by marc rosenberg
on staffing

organized and effective centralized scheduling enables firms to staff client projects so the client work is completed.

more on staffing: 8 recruiting strategies: how many are you using? | 21 staff training best practices | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

other benefits of central scheduling:
read more →

8 recruiting strategies: how many are you using?

by

stylized industrial 3d number 8it’s not a job for just the hr department.

by marc rosenberg
on staffing

there are a plethora of ideas and techniques to recruit staff.

more on staffing: how to make mandatory saturdays a thing of the past | guidelines for flexible work policies | 10 winning traits of accounting firm leaders | what staff mentoring is and isn’t | staff need meaningful recognition | the importance of great bosses | do flexible hours help or hurt us? | survey: 97% of leading firms now offer flexible work arrangements | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

all of them can be sorted into eight high-level strategies:

read more →

21 staff training best practices

by

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

ideally, the training identified as needed also qualifies as cpe.
read more →

compensation: money and beyond

by

chef garnishing a plateplus 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?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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.
read more →

6 keys to advancement programs

by

six vintage keysplus 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the following were noted as keys to retaining cpa firm staff:

  • career growth opportunities
  • interesting and challenging client projects

read more →

10 winning traits of accounting firm leaders

by

businesswoman sitting in front of business meetingbonus: 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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.
read more →

what staff mentoring is and isn’t

by

man pointing at computer screen while woman works, both smilingchecklist: 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
goprocpa.comexclusively 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.
read more →

staff need meaningful recognition

by

two people talking and smiling in office12 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.
read more →

the importance of great bosses

by

businessman leaning on railhighlighting 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
goprocpa.comexclusively 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?
read more →