Wednesday, July 30th, 2014

First-Line Boss In A CPA Firm

Who is really the first-line boss in your CPA firm?

Unless you are an absolute solo (sole proprietor, no employees), then I hope you have a manager, and in most firms you have many, who are responsible for the growth and well-being of your employees.

In many firms the firm administrator plays this key role on the “well-being” side and your audit and tax managers fill the role on the “growth” topic. If you are a partner in a CPA firm, you often act as the “first-line boss.”

I continually find managers (the people with the title manager) inside CPA firms who do not manage. Sure, they manage the work fairly well but they really don’t know how to manage and inspire people BECAUSE the owners of the firm have not spent enough money on how educating them about management.

Firms are almost always generous with CPE dollars when it relates to tax, accounting and audit but no budget for learning the best and most progressive ways to help people achieve career success.

Tom Peters’ shares a weekly quote. This week it was as follows:

“Do you absolutely understand and act upon the fact that the first-line boss is the … KEY LEADERSHIP ROLE … in the organization?”

This comes from the Gallup organization:

“People leave managers not companies … in the end, turnover is mostly a manager issue.”

Rally your partner group, your executive committee, your management team and establish a plan and budget for helping managers learn what they are really suppose to be doing. ┬áThis will solve your succession issues if you can pull it off…. Can you pull it off?

  • "Start with the end in mind."
  • Stephen R. Covey

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