Got questions? Call or Text MJ Ahmed CPA Today: (214)636-8100

Thursday, 14 August 2014 16:22

What Does Your CPA Practice Have in Common With the New York Yankees? Featured

Written by 

We talk about businesses being teams, but it's rare that I meet an owner of a CPA business who really trusts every member of his or her "team" to do what they should do, all the time, whether the "boss" is in the office or not.

Sports teams can't work that way. When the members of any athletic team are focusing on their individual tasks, they have to trust that their teammates will do their jobs, too. If the pitcher is busy supervising the outfielders, he can't do his job. In order to be able to focus on your job as leadership, then, you need to have staff you trust.

You want staff that you feel confident interacting with your clients if you are going to create a successful CPA practice. So they have to be top notch, both technically and from a customer service standpoint. I will often receive comments from my clients about how wonderful my staff is and in this article, I will impart to you a few of my strategies that have worked well in my CPA practice when it comes to staff recruiting and retaining.

1) The first one is to design an ad that clearly articulates the type of team member that will best fit your organization. In this ad, describe the character and attitude of the person. The important thing to keep in mind is to hire for attitude and train for skills. When I meet with a candidate, I follow a list of questions I've created that gives me visibility into their personality and their way of thinking. I talk to a lot of CPAs and I find that they haven't prepared adequately to do the interview so they are flying by the seats of their pants during the interview. You want to be so prepared that you are not fumbling for questions; instead you are engaging the prospective candidate to understand their attitude.

2) Hire slow, fire fast. I have been guilty of breaking this rule more times than I am proud to admit but its good advice that I came across a number of years back. Most business owners fire slow.

They think it will get better. I read one study that said that the average firings take somewhere between 6 and 18 months after the business owner knew the employee was performing poorly, consistently non-compliant and negatively affecting others. A lot of harm is done in this period of time due to not firing the poor performing employee faster.


Along the lines of my advice to CPA practitioners to fire fast, I encourage them to hire slow. Have a second person interview the candidate. Don't rush the hiring process. Check references by asking probing questions and LISTEN. CPAs can be poor listeners.

3) The other one is; don't expect what you don't inspect. Have weekly meetings to go over work duties and assignments. I have systematized my office where I now work three days per week. On one of the days that I come in, I spend half a day for staff meetings and go over administrative matters. I meet with my CPA and my Senior Manager to make sure the work is being produced within the pre-established standards.

Also, and this is important, keep your eyes and ears open when are there. Listen to the way your staff members talk to clients. I also like "mystery shopping." What that means is you have someone call the office pretending to be a prospective client. Hear how this person is being handled. I can guarantee you that you will not be happy with the way they are handled. It's your job to identify what needs to improve and to provide the necessary training.

4) Celebrate small victories. Reward staff for being on your team and helping you to take your practice to the next level. When the staff goes the extra mile, I will publicly praise them....sometimes send them something to their home like a fruit basket. We celebrate birthdays, and we have two parties every year, one after tax season and one during the holiday time. You want to have fun and I see that running a successful CPA practice is a team effort to give the client the "ultimate" experience.

Follow the strategies I have identified in the article and you will see your CPA practice attaining new levels.

Read 33013 times


  • Comment Link PeterPrIon Friday, 23 February 2018 13:27 posted by PeterPrIon

    do cialis pills look like
    cheap generic cialis
    buy cialis vancouver bc
    generic cialis sale
    cheapest generic cialis canada
    best price for cialis
    cialis china buy
    cialis online
    cheapest way to get cialis

  • Comment Link PeterPrIon Friday, 23 February 2018 12:03 posted by PeterPrIon

    cheapest cialis
    generic cialis sale
    cialis buy now
    cialis generic
    order cialis from mexico
    cheap cialis
    buy cialis genuine
    cialis online
    cialis online buy

  • Comment Link JimmieDop Friday, 23 February 2018 11:54 posted by JimmieDop

    microsoft 365
    office 2013
    office 365 download
    microsoft office 2010
    word download free

  • Comment Link Muhammad Friday, 23 February 2018 11:44 posted by Muhammad

    buy cialis in the usa
    cialis generic
    buy cialis brand name

  • Comment Link JimmieDop Friday, 23 February 2018 09:18 posted by JimmieDop

    microsoft store apps
    microsoft solitaire
    office setup
    microsoft office 2016
    microsoft store canada

  • Comment Link Archer Friday, 23 February 2018 08:15 posted by Archer

    payday loans bad credit
    payday loans las vegas
    loans online no credit check
    online loans

  • Comment Link PeterPrIon Friday, 23 February 2018 07:50 posted by PeterPrIon

    best place to buy cialis online forum
    buy generic cialis
    viagra cialis pills
    generic cialis prices
    buy brand name cialis online
    cialis cost
    cheap cialis in australia
    cialis online
    cialis pills from canada

  • Comment Link JimmieDop Friday, 23 February 2018 07:03 posted by JimmieDop

    install microsoft word
    microsoft windows
    microsoft word online
    microsoft word
    microsoft office free trial

  • Comment Link Lena Friday, 23 February 2018 03:50 posted by Lena

    online loans
    payday loans online legit
    payday loans definition
    online loans direct lenders

  • Comment Link Mathew Friday, 23 February 2018 03:49 posted by Mathew

    small personal loans fast
    best online loans instant approval
    payday loans definition
    payday personal loan

Leave a comment

Make sure you enter the (*) required information where indicated. HTML code is not allowed.