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cpa firm performance assessments: 15 core competencies, 21 questions

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reeb-and-cingoranelli-with-cpatr-si-logo-200checklist: how to fine-tune your own firm’s performance management systems.

by bill reeb and dominic cingoranelli
卡塔尔世界杯常规比赛时间 / succession institute

when evaluating people within a firm, “relative importance” is a way to differentiate expectations regarding the same competency for various levels within your firm. we decided the best way to drill down even further into a competency model was to share some of the details of our competency model with you.

more on performance management:how to target what skills to develop now | what having your employees’ backs means | 5 harmful management attitudes (and how to fix them) | do cpa firms need management or leadership? |  job 1 for the practice owner: client management

it considers the following six levels within a cpa firm (each firm needs to choose whatever breakdown works best for them):

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what communication really means for partners

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bonus chart: seven levels of communication management. by martin bissett passport to partnership ultimately, when we have to interact with clients, subordinates, superiors or peers, the questions are always the same: who do i need to deliver this information to and … continued

how to read your firm’s cultural blueprint

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bonus checklist: five-part analysis to measure partner material. by martin bissett passport to partnership what conclusions can you draw from your knowledge of how the promotion system works in your firm that you need to keep in mind? more on the … continued

gauge firm culture to move toward partner

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bonus partnership pointers checklist: 3 questions to evaluate the culture at your own firm. by martin bissett passport to partnership this second c is a stormy and choppy one, often fraught with political icebergs but navigated diplomatically and with maturity, … continued

how to combine two firms after merger: carefully

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when the deal is done: a 24-point checklist for the morning after.

by august aquila
creating the effective partnership

congratulations! after years of planning and months of tough negotiations, you’ve finally closed the deal on merger of your cpa firm.

you might be thinking the most difficult work is behind you.  think again! you now have to move your eye from the financial to the human side of the merger.

more for pro members: mirror, mirror on the wall  |  6 steps to handle staffing problems in a merger  |  new times call for new cpa firm metrics  |  6 reasons why cpa firms fail in innovation  |  7 signs your firm is headed for an implosion  |  why is it always about partner compensation?  |  why merge and what to watch out for  |  13 steps to fool-proof mergers and acquisitions  |  13 questions to ask yourself for personal growth  |  partner problem? first, ask yourself these 21 questions  |  12 reasons cpa firm staff meetings are a waste of time  |  the managing partner’s secret weapon in change management  |  the 10 basic ways to boost profits at an accounting firm  |  12 must-do items for your partner retreat agenda

your work in this area has just begun and may last for 12 months or more. the so-called soft side of doing a merger is just as important, if not more important, than the financial side. just like with an iceberg you don’t know what lies beneath the surface. just ask the captain of the unsinkable titanic. don’t let this same danger destroy your practice

in order to make sure your merger has a better than average chance of succeeding, here are 24 key items to be addressed: read more →

check yourself: how to reality-test client satisfaction levels

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arnold sanow
sanow

to keep both your staffers and clients happy, tax and accounting firms need to gain a thorough understanding of their perceptions and perspectives — and to make they align.

customer service guru arnold sanow suggests 15 questions to ask yourself, your staff, and, above all, your customers. servicethe biggest opportunities will surface when you compare and contrast their responses.

be prepared for an eye-opening, sometimes gut-wrenching, exercise in hard truth: read more →

12 ways to determine your competence

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bonus: case study and worksheets: 3 questions to gauge your own competence, 4 questions about your personal brand and a 5-point checklist. by martin bissett passport to partnership the passport to partnership study collated a number of responses in a … continued

what competence really means for partners

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bonus: four outlooks from our exclusive expert council: baker, dobek, tierney, mister. by martin bissett passport to partnership the skill in producing financial reports is limited by the quality of the information presented to the cpa by the client. motivation of the … continued

how to make annual staff evaluations work

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ed mendlowitz cpa the practice doctor q and abonus checklist: six essential ingredients for the highly effective performance evaluation.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you recommend annual staff evaluations?

more practice doctor q&a: when staffers stagnate | when to hire an admin assistant | 12 must-knows for niche markets | when large (or any) clients need backup assurances | when experience doesn’t add up | 6 ways to know what you don’t know | 10 do’s and don’ts for making small business clients happy | when a staffer stops listening | making meetings more productive | 44 critical criteria for accounting staff performance evaluations

answer: yes and no.

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sailing through the seven c’s to partnership

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competence comes first. but it’s only a prerequisite. bonus worksheets: 11 questions to plan your path to partnership by martin bissett passport to partnership staffers aspiring to be partners must learn the key characteristics of successful partners. they also must learn … continued

u.s. accounting pay beats london, but not asia

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new global study shows 43 percent of accountants are ready to jump ship. here’s why.

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by 卡塔尔世界杯常规比赛时间 research

source: icas, via 卡塔尔世界杯常规比赛时间 research

the war for top talent in the u.s. accountancy profession is spreading worldwide, fueled by growth and increased confidence, according to a new global study obtained by 卡塔尔世界杯常规比赛时间.

some 43 percent of accountants at multinational firms say they’ll probably leave their jobs within the next year or two, seeking more pay, better opportunities or both. the figures closely follow those found by 卡塔尔世界杯常规比赛时间 in u.s.-focused studies (cpa firms paying top dollar for talent in nationwide hiring binge).

get the instant download of the full-size infographic:

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