19 questions for your next hire

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.
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how to set your firm apart to recruits

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.
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why firms can’t afford not to develop women partners

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
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the cpa profession suffers mightily from a shortage of labor. there are several reasons for this, in no particular order:
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staff performance feedback done right

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.””

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why staff scheduling should be centralized

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:
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8 recruiting strategies: how many are you using?

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:

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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
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.
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compensation: money and beyond

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.
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6 keys to advancement programs

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

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reader sound-off: mandatory saturdays stir controversy

commenting on “mandatory saturdays,” clockwise from top left: stitely, boress, michel, evarts

is it work-life balance, or firm-employee balance?

sound-off: does your firm mandate saturdays?
join the conversation here.

by beth bellor
卡塔尔世界杯常规比赛时间

tax season has yet to start and already tempers are flaring in the 卡塔尔世界杯常规比赛时间 comments section as practitioners debate requiring staffers to work on saturdays during busy season.

more on staffing: making flex time work in the real world | guidelines for flexible work policies | 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 | 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.

in “how to make mandatory saturdays a thing of the past,” 卡塔尔世界杯常规比赛时间 contributor jennifer wilson says the “cool firms” are eliminating the age-old practice nd replacing it with flex-time, work-at-home, and results-oriented strategies. still, she says, “i literally hear a gasp of surprise because it challenges one of the most fundamental elements of public accounting – tracking, measuring and valuing time.”

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making flex time work in the real world

woman working on laptop at homebonus: a sample flexible work arrangement policy.

by jennifer wilson
on staffing

art kuesel of kuesel consulting said it’s funny how people and organizations launch a new philosophy, policy or approach with the best of intentions, but somehow fail to consider an unintended consequence that threatens to negate the whole purpose of the original initiative.

more on staffing: how to make mandatory saturdays a thing of the past | 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 | 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.

his examples:
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guidelines for flexible work policies

young couple holding hands on winter hike with mountain in backgroundplus 6 reasons to adopt unlimited pto.

by jennifer wilson
on staffing

the best way to reduce conflict and disappointment in flexible work policies is to clearly establish expectations.

more on staffing: 10 winning traits of accounting firm leaders | what staff mentoring is and isn’t | do flexible hours help or hurt us? | 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.

there is no better way to accomplish this than by having a clear, transparent and up-to-date policy document.
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