staffing & recruiting

team expectations: a checklist for busy season

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what do you think your staff knows about tax season? check again.

by kristen rampe

busy season is here. are you ready? is your team ready?

you might feel your team “should know” your expectations, but that’s not always the case.

more rampe: pandemic lesson: innovate faster | tax season savvy: five ways to stay sane | why host a partner retreat? | survey results: effective stay interviews for cpa firms | the 16 biggest #fails in delegation | survey: work-life balance: according to whom? | new survey results: two ways your strategic plan can reduce turnover |

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a client of ours once assumed a five-year staff they hired from a top 10 regional firm would know tax professionals work on saturdays from february – april. she chose not to show up for any of them in february.

while the managing partner stewed over this behavior, we realized three key factors were in play:

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20 good ways to boost tax season production

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people in office releasing balloonspeople like fun … but that’s not all they value.

by ed mendlowitz
call me before you do anything: the art of accounting

i have always loved accounting and tax season, but i have worked with many people who did not.

more: how to recoup staff training costs | granting unconventional request pays off | 20 best practices for staff training and retention | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients who got away
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they resented many of the working conditions and had a closed-in feeling that heightened their dislike of my great profession. i resolved that when i had my own practice i would not create that type of atmosphere.
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how to recoup staff training costs

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young businesswoman working at laptop while businessman looks onit might sound crazy. just try it.

by ed mendlowitz
call me before you do anything: the art of accounting

almost every staff person will eventually leave you, unless they become a partner.

more: granting unconventional request pays off | why annual staff evaluations fall short | why create an accounting firm business model? | the clients that keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone
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because of this reality, and also because you must have staff, training methods must be developed that do not take excessive time and allow the staff person to immediately become productive. i think i have done this with my 30:30 training method.
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how covid rewrites the rules for recruiting

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frank stitely explains how stitely & karstetter cpas competes for top talent.

^ click to play

with richard rothstein

frank stitely, the managing partner of stitely & karstetter, ceo of clarity practice management and a 卡塔尔世界杯常规比赛时间 expert contributor, explains how stitely & karstetter handles staff recruiting in a competitive environment, in this interview with richard rothstein of rothstein consulting for 卡塔尔世界杯常规比赛时间.

^ download and subscribe to the podcast on itunes here

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