surveys & research

the #1 problem: staffing, staffing, staffing

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client

smallest firms plagued most by growing tax complexity. 

via aicpa

staff recruitment remains the top issue for most cpa firms, while growing tax complexity and risk management regarding privacy and data security are rising challenges, new research by the aicpa shows.

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“finding qualified staff” is the no. 1 issue for every firm-size segment except sole practitioners, according to the 2019 pcps cpa firm top issues survey, matching the topline results from the last survey two years ago.

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the only three metrics you need to measure staffers

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a totally virtual firm takes a new tack.

by jody grunden
summit cpa group

if you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time.

more grunden: misconceptions and truths about remote work  |  how summit cpa group is pioneering virtual cfo services

there are three things you can specifically monitor when it comes to the effectiveness of your team. here’s how we do it at summit cpa group. maybe these ideas will work for you too.
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