CPA Personnel/Staff Development

Personnel Performance Services include:

• Developing accountability within a CPA firm;
• Refining incentive and compensation systems to coordinate with the firm’s strategic direction;
• Conducting teambuilding and training; and
• Coaching partners and managers to enhance their leadership and change management skills.

Personnel is a difficult area because an under-performing employee could be due as much to the partner’s or manager’s incompetence as it is to the corporate culture, the policies and procedures, or the staff person’s inabilities or attitudes. Therefore, resolving or improving performance is a combination of assessing multiple people’s existing skills, attitudes, and capabilities, and then matching that with incentive systems based on objective agreed-to metrics. This is an area where “in-the-trenches experience” is really beneficial, which our decades of experience in working in and with CPA firms as owners and consultants has provided to us at Succession Insitute LLC.

To gain more insight into our perspectives in this area, various papers, articles and newsletters are available under the Knowledge Center menu.  Once you register on our website, you will have access to our Articles and Newsletter submenus full of documents for your review.