Staff Orientation: A Little Investment Goes a Long Way

By Steven E. Sacks, CPA, CGMA, ABC I have addressed some aspects of staff retention in earlier posts. Another critical component to retention is staff orientation. Because of the accounting profession’s regulation-heavy nature, firms have provided CPE in… Read More

It’s Not Just About the Numbers: Staff Redundancy and Retention in a Merger or Acquisition

By Steven E. Sacks, CPA, CGMA, ABC Whenever two firms engage in a merger or acquisition, there are the inevitable issues of staffing, redundancy and retention. Areas like administration, operations, technology will have overlap. This may even happen… Read More

Can a CPA Firm Be Different in a Changing Market?

By Steven E. Sacks, CPA, CGMA, ABC This is a tough question. Marketers, brand experts, strategists and PR professionals, among others, study this question daily. Reaching consensus is no walk in the park. Alert: Real differentiation, by the… Read More

Find Innovative Ways for Staff Advancement (and Retention)

By Steven E. Sacks, CPA, CGMA, ABC Younger professionals are looking for CPA firms that will enable them to move up the career ladder faster than the traditional time. Depending on the existing firm structure and size, there… Read More

The Exit Interview: A Way to Keep the Door Open

By Steven E. Sacks, CPA, CGMA, ABC A more mobile (read temporarily stationed) workforce should make CPA firms think seriously about how effectively they handle staff departures. In fact, the whole process of recruitment and retention needs careful… Read More