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 17363 times


  • Comment Link GingerSiz Monday, 11 December 2017 06:52 posted by GingerSiz

    slot games
    best us casinos online
    free online casino games
    real money casino online usa

  • Comment Link Desmonddot Monday, 11 December 2017 06:33 posted by Desmonddot

    pfizer viagra 100mg information
    best price for viagra
    how to buy viagra in the us
    cost of viagra
    kamagra sildenafil citrate 100mg wirkung

  • Comment Link Corrine Monday, 11 December 2017 04:51 posted by Corrine

    slot casino
    online casinos
    online casino games
    free casino slot games no download no registration

  • Comment Link Desmonddot Monday, 11 December 2017 02:32 posted by Desmonddot

    generic viagra differences
    how much viagra does cost
    viagra 100mg for cheap
    viagra cost
    effet viagra 100mg

  • Comment Link Larryced Monday, 11 December 2017 01:44 posted by Larryced

    can buy viagra over counter usa
    cost of viagra
    buy viagra bali
    viagra prices
    buy viagra in germany

  • Comment Link LouisSix Monday, 11 December 2017 00:37 posted by LouisSix

    online viagra store australia
    viagra prices
    watch viagra falls online free
    cost of viagra
    viagra genericas

  • Comment Link Larryced Sunday, 10 December 2017 23:41 posted by Larryced

    is it legal to sell viagra online in uk
    viagra prices
    benefits viagra pills
    how much viagra does cost
    how to buy cheap viagra online

  • Comment Link Georgesof Sunday, 10 December 2017 23:32 posted by Georgesof

    acquisto viagra prezzo - viagra coupons


    usa viagra for men

  • Comment Link Georgesof Sunday, 10 December 2017 22:11 posted by Georgesof

    tomar viagra mujeres - buy cheap viagra


    acquisto viagra prezzo

  • Comment Link Georgesof Sunday, 10 December 2017 21:14 posted by Georgesof

    can i use viagra with coumadin - viagra coupons

    buy cheap viagra

    viagra 5mg australia

Leave a comment

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