Organizational Structure & Governance
Organizing a firm is not a one-size-fits-all-task. There are a variety of ways to define an organization, its functions and its collective responsibilities.
Team Recruitment
Qualified and competent staff members are the foundation of any successful CPA firm. The first step in the staffing process is to recruit the best and the brightest.
Orientation/Assimilation
As retention challenges reach an all-time high for CPA firms, proper orientation and assimilation become one of the most critical aspects of retaining quality team members.
Performance Management
Benefits of a well-run performance management process include the ability for firms to capture team member performance objectively and provide a basis for salary and promotion decisions.
Learning Culture
Managing major changes in the public accounting profession successfully can be a challenge. Firms must develop a commitment to continuous improvement and an investment in a lifelong learning culture.
Team Development
Building a high performance team is one of the most valuable investments a CPA firm will make. Firms will need to explore the necessary steps, including best practices and ideas for structure, to build an inspired and successful team.
Owner Development
Owners possess the responsibility to investigate aspects of the firm that need development, including themselves. Under the umbrella of owner development, partners can build a stronger and more secure firm through accountability, Five-Star Client Service and mentoring.
Reward & Compensation & Incentives
In 10 steps, August Aquila and Coral Rice help firms achieve the compensation plan of choice by laying out the appropriate guidance and implementation tools.