Once your tax and accounting firm is successfully growing with the right pricing, packaging and scope, it’s time to consider hiring an accounting manager. You’ve learned how to show the value of your firm and how to produce client deliverables. Now, we need to transfer that skill to a qualified accounting manager who can represent your firm, consistently deliver quality work on your behalf and build a successful team to increase capacity and help you grow your firm.
One of the most difficult challenges of accounting firm growth is learning how to organize your human capital and manage it on an ongoing basis. We’ll help you develop a clear strategy for hiring, including identifying when you need to hire an accounting manager versus a staff accountant, organizing your overall team and establishing your expectations of them, as well as knowing when to execute your strategies.
Recruiting is the first and most important part of the process of hiring an accounting manager. But it most likely won’t happen overnight. We’ll give you the job advertisement, interview questions, offer letter and compensation structure to land a qualified, professional accounting manager who can represent your firm and successfully deliver high-quality work to your clients.
As the position is critical, you’ll want to make sure you set your new accounting manager up for success, starting with their first week. Depending on their experience, they may need to brush up on core technical competencies. They’ll also need to understand what and how your tax and accounting firm delivers services, and what type of culture and mission your firm has defined and is consistently working towards.
A great accounting manager will be able to:
“A” players want to work with other “A” players. Your accounting manager’s role is to hire, train and mentor your staff accountants so that they can serve your clients in the most efficient and effective way.
We’ll help you identify key goals for your accounting manager and how to measure those goals. In addition, we’ll clearly lay out the skills and outcomes necessary for them to succeed in this role.
Once your accounting manager is clear on what they need to do to succeed in the role, overlay this process with performance and accountability meetings to help continue to develop them. These efforts will also trickle down and contribute to the success of their department.
Hear from tax and accounting firm owners who have hired successful accounting managers to their firms.
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