Recruiting & Retention
Inovautus Spotlight: Stay Interviews for Accounting Firms
Talent retention requires companies to stay ahead of the curve. We all know that sometimes employees leave the people that manage them. What if we could find out what keeps the ones who stay, and then use that information to create unique retention strategies? One way firms focus on retention is by conducting stay interviews.…
Read MoreDo You Have an Attitude of Gratitude?
As we approach Thanksgiving, many of us are reminded of the things we are thankful for in our lives. For many, this thankful posture extends to our professional life. If you had the opportunity to build your business from the ground up, you probably have a deep appreciation for those first few clients that allowed…
Read MoreSpotlight: What to Expect When You’re Expecting…to Relocate
Office relocation is a decision that many accounting firms encounter at some point as a result of firm growth, leases ending or marketplace changes. Most of the time, the very thought of an office move incites feelings of anxiety and stress. This month’s Spotlight digs into the challenges and success stories of moving a business…
Read MoreRecruiting & Retaining More Women In Your Accounting Firm
Every year around this time, we become inundated with requests for assistance in recruiting top talent. As we meet with firms to discuss recruitment, the topic of succession planning almost always comes up. Bottom line: firms are struggling for talent and they need successors. Recently, we had the pleasure of launching a manager training program…
Read MoreWhat’s Keeping Leaders at Small to Midsized Accounting Firms Up at Night?
Highlights from the CPA Firm Management Association 2016 National Practice Management Conference We had the pleasure of attending the CPA Firm Management Association 2016 National Practice Management Conference in late June. The conference provided an opportunity for firm leaders, administrators and service providers to network and share best practices. The agenda and conversations seemed to…
Read MoreBenefits of Creating a Better Work Environment
There has been a lot in the news recently about benefits being provided by CPA firms. Most of these claim to help with recruiting and retention. One company is now offering paid maternity leave and increased personal time off — including unlimited vacation for managers and principals — based on years of service at the firm.…
Read MoreWhy High Expectations Are a Good Thing
I remember the summer between my 5th and 6th-grade years well; mostly because I couldn’t wait for the day when the class lists would be posted. In my school, there were four 6th grade teachers. Two of the teachers were middle-of-the-road, one would let you get away with anything, and the last had really high expectations…
Read MoreEmbracing Virtual Service
There is a lot of talk among accounting firms about workplace flexibility and work-from-home options. In fact, many firms of the future are actively seeking out employees that will not be physically located in their offices. Virtual work leads to virtual service. Regardless of your location, service is the cornerstone of your accounting firm’s perceived…
Read MoreThe Keys to Establishing a Proper Company Culture
We hear a lot about company culture and the impact it can have on the many aspects of an accounting firm’s success. When the time comes, many say they want a culture that is ‘growth’ oriented or ‘entrepreneurial spirited.’ Achieving these goals is sometimes easier said than done. There are many variables that impact company culture.…
Read More4 Key Traits That Will Propel Your Career
We are fortunate to work with a lot of cpa firms. As a result, we hear day in and day out about the many challenges they face. The number one challenge right now for most firms is succession planning. If I had a nickel for every time I heard a firm ask about getting the…
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