Wednesday, May 27th, 2020

Admin – The Super Team

“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson

I have always been a strong advocate for the CPA firm administrative team. I have observed that they are often the heart and soul of a firm.

During the last three months I have heard from many firms that the only employees going into the office are the admin team members. They went in to do scanning, take care of mail, distribute supplies, and more. Some firms had drop-boxes outside the office door where clients could drop off their tax information. The admin team checked the drop-box daily and scanned the information needed by the accountants. The firm administrator is often responsible for some technology support activities.

Often, the CPA firm’s admin team is under-appreciated. That is why it made me happy to hear the following story from an experienced firm administrator. I am hoping that you are very proud of your admin team, too.

The admin staff and I have been working at the office all through the Pandemic, and have each taken some well-deserved time off since April 15th. The partners recognized that it was the admin team that was taking the biggest risk AND enabling our entire staff and most of the partners to continue to serve our clients while they all worked from home. I bring this up because for the first time ever the admin staff and I all received a really nice bonus on April 15th to show the partners’ appreciation.

Besides doing the firm administration and helping the admin team, I also help everyone with their IT issues. We have a strong IT infrastructure and an outsourced vendor for network support. This is what got us through the pandemic. We also use CCH Axcess which has been such a blessing. I think other firms that are not in the cloud, or don’t have a good infrastructure to allow their staff to work from home are going to have to ramp up their IT spend to stay in the game.

The reason I bring up the admin staff in this email is – as you know, typically firms cherish their professional staff, and the admin staff is not held in the same regard. This has now proven how essential the admin staff is to the firm! I hope other firms recognize this too!

  • "If you want to lift yourself up, lift up someone else."
  • Booker T. Washington

Leave a Reply