会计师事务所管理
As one of the key employees with their fingers on the pulse of the firm, Firm Administrators work hard to insure the partners 和 employees work in relative ease, unaware of the efforts behind the scenes that allow them to do their jobs seamlessly.
国家地图调查
的 CPA profession’s premier benchmarking tool provides a clear picture of how your firm aligns with similar sized practices, 无论是区域性的还是全国性的. Use the key metrics from firms of all sizes to develop a plan for shifting your firm to the next level.
This toolkit is designed to help firms stay on top of new 和 emerging trends, embrace generational differences 和 continue to meet client needs 和 expectations.
强调了资源
Firm Administrators are responsible for many areas of expertise within the firm. 的se links will provide direction to some of the tools on the pcp website you will find most useful.
人力资本中心
All things related Human Resource Management, from Organizational Structure 和 治理 to Team Recruitment to Employee Retention 和 everything in between.
- Sample Team Member H和book (Employee Manual)
- 企业胜任力模型(职业阶梯) – This tool provides definitions of the five roles within the firm, the five core competencies 和 the competency behaviors, all of which drive the Performance Management system.
- 合伙人问责 & 统一指导 - This guide presents a 领导 Accountability Model where each element necessary to develop a culture of performance 和 accountability is explored 和 ideas within each element are outlined to help identify areas where the performance of the firm’s partner team can be improved.
策略及规划
Strategic planning is the foundation for growth 和 sustainability. Be the leader in helping the firm achieve short-term 和 long-term goals with these tools 和 solutions for practice management.
- 工作量压缩调查 - Workload compression has consistently been a top five issue for the 188bet亚洲真人体育下载 pcp firms across all sizes. CPAFMA worked with pcp to survey members of both organizations to identify strategies firms are using to mitigate the impact of seasonality 和 workload compression.
- 客户评估工具 和 A-B-C-D客户端解释工具 - Partners will thank you when you introduce them to the pcp client evaluation tools, which will aid in acknowledgement of clients that are the money makers 和 those that are a drain on the firm.
- 创建一页战略计划 - This one page plan can act as the basis for all firm objectives, including the process of deriving recruiting 和 performance management goals
188bet亚洲真人体育下载网址事务所管理协会
的 188bet亚洲真人体育下载网址事务所管理协会 is the home for 会计师事务所管理.
CPAFMA的 会计师事务所经理(PAFM) program provides the opportunity to demonstrate you have the knowledge, 领导, 技能, 和 abilities to operate at a high level of expertise in the field of accounting firm management. 的 process of attaining the PAFM designation includes meeting the experience-和 education-based eligibility requirements, 同意遵守 CPAFMA’s Core Values of a Firm Manager, 和 fulfilling the continuing education/recertification requirements.
最佳实践
这些文章, written with input from top performing Firm Administrators provide insight into common problems faced by Firm Administrators.
