staffing: the how and why of upward surveys

word "survey" on computer screenincludes 19 sample questions, industry norms and how to decide who evaluates whom.

by marc rosenberg
cpa firm staff: managing your #1 asset

why do firms conduct upward evaluations?

more on staffing: survey to find out what your staff think | mps chime in on recruiting, development, retention | how to set your firm apart to recruits | 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
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many firms believe staff are just as important as clients. the no. 1 reason why staff stay with their firm is their relationship with the boss. in the case of a cpa firm, “the boss” is the firm’s supervisory personnel, mostly partners and managers.
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new survey results: ‘decisiveness’ rated top trait for success in accounting business

keys to success surveyfirst insights from “how to succeed in the accounting business?” survey.

join the survey; get more answers.

by hitendra patil

although seven personality traits seem closely related to success as an entrepreneur in the tax and accounting business, the vast majority of accountants believe that one stands above all the rest in importance: decisiveness.

preliminary new findings from a 卡塔尔世界杯常规比赛时间 survey of more than 300 accountants, more than 80 percent of them owners or ceos of their firms, shows that the biggest success factors are not just knowledge, not just experience, not just problem-solving ability, and not just vision.

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the five treacherous factors hobbling today’s cpa firm

2016-roundtable-outlook-for-rosenberg-map-commentary-vf-240x219crumbling firm infrastructures, succession, the economy, staffing shortages, and shake-outs.

by 卡塔尔世界杯常规比赛时间
annual map survey

the new rosenberg map survey reveals a few significant things about the state of the accounting business—that growth and profit-per-partner are growing at a negligible rate and that intangible people issues are becoming painfully tangible, for example. but some more subtle truths emerge in the gimlet-eyed observations of those who advise cpa firms.

more on the  2016 outlook & forecast: cpa firm growth rates hit a wall  |  the five treacherous factors hobbling today’s cpa firm  |  sam allred: change agents needed  |  tamera loerzl on growth, succession plans critical for firms  |  allan koltin on talent wars go from white gloves to boxing gloves  |  get the full report: the rosenberg map survey

these truths are not self-evident. but with a little analysis, five trends emerge vividly – trends impacting cpa firms large, small, and middling. so it’s worth having a look:

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report: cloud users earn more than naysayers

hand drawing cloud computing diagramaccountants slow to adopt integrated solutions.

by 卡塔尔世界杯常规比赛时间

small businesses that use cloud-based software to support critical business functions make more money than those that don’t, according to research reviewed by 卡塔尔世界杯常规比赛时间.

companies surveyed who are embracing the cloud achieve 25 percent additional growth, while doubling their profits. those companies make up 51 percent of u.s. small businesses, with 29 percent using three or more packages. the united kingdom is close behind, with 47 percent adoption and 27 percent using three or more packages.

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tax professionals find it increasingly difficult to keep up with late-changing tax regs

the number of practitioners reporting major issues with code & reg changes doubles.

z_tax key issues

by 卡塔尔世界杯常规比赛时间 research

across the country, a lot of cpas felt downright punished this busy season as they got hit by problems from all sides. nobody reported earthquakes or tsunamis, but it seems a bunch got slammed by something worse than a tectonic pounding.

bam! pow! oof! yes, it was that dynamic duo, that tyrannical twosome, that yoke of you-know-whats: the united states tax code and the internal revenue service.

according to the 卡塔尔世界杯常规比赛时间 busy season survey, 12% percent of respondents report a busy season “much worse than last year.” another 24% had a “somewhat worse year.” add them up, and more than a third of the nation’s tax preparers suffered a painful busy season.

and the most commonly cited complaint are difficulties with the tax code, ranging from the requirements of the affordable care act to the new repair regs. read more →

the new normal: a busy season that never ends

staff woes contribute to major tax season problems

z_tax defining differences

by 卡塔尔世界杯常规比赛时间 research

the 2015 busy season may be one for the records. according to this year’s 卡塔尔世界杯常规比赛时间 busy season survey, more than a third of the nation’s tax preparers report a busy season that was much worse or somewhat worse than last year, and it wasn’t just the cold and the snow. read more →

comparing winners and losers in the tax business

tax code changes emerge as prime cause of ‘worse’ tax seasons for many professionals.

z-tax metrics

by 卡塔尔世界杯常规比赛时间 research

a fresh analysis of the data from the 2015 卡塔尔世界杯常规比赛时间 busy season survey turns up several worsening situations in american tax preparation.

among those who report a “much worse” tax season, the worst-and-getting-worse cause of aggravation is the u.s. tax code and changes—especially mid-season changes—to the tax code.

but the worst among all respondents is their clientele, or more specifically, clients who are late or unprepared. a staggering 49% of respondents report client problems, a 7% increase over last year. and the percent is nearly the same for those who report a much worse season—51%—and those who had a “much better” season, 45%.

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accountants worldwide report business challenges

chart about nations' business risk aversion

everyone wants their government to get out of the way.

while u.s. accountants certainly rank high in entrepreneurial spirit, with 49 percent calling themselves risk-seeking in the sage accounting index, they were tied by brazil and edged out slightly by their canadian counterparts at 50 percent, with the spanish topping everyone at 58 percent. the four countries also ranked lowest in risk aversion from 27 to 31 percent.

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single-owner firms trail bigger competitors in tax prep

z_tax tougher year for sllos vs othersanalysis shows smaller firms having the most trouble.

卡塔尔世界杯常规比赛时间 research

卡塔尔世界杯常规比赛时间’ surveys reveal a panoply of gripes from sea to shining sea about tax season: affordable care act. new regulations. computers. clients. even health problems and weather problems can seem worse.

and who are suffering the most? solo practitioners, the ones with the gumption to go it alone, the ones who can’t stop working on tax returns to fix a computer, go to a doctor, shovel some snow, or explain federal forms to a client.

then again, there’s john briggs, president of incite tax, a small but growing firm in sandy, utah, reporting a 2015 season of glee. “referrals keep pouring in. we took on 92 new clients just during the tax season. add that to 81 new clients we added between last busy season and january 2015, and we have a total of 173 new clients. regulatory issues lead to opportunities.”

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