Monday, January 17th, 2022

A Career For Non-CPAs

“Talent is like electricity. We don’t understand electricity. We use it.” – Maya Angelou

The challenge is really nothing new. A CPA firm has a team member who is an all-star. Learns quickly comprehends the issues, and serves clients efficiently and effectively. If they would only pass that CPA Exam!

Usually, they get the message and move on to work in corporate accounting leaving a significant void in the firm. Historically, firms have even said, “We are a CPA firm, we need CPAs.”

Yes, that is true. But in these changing times, involving a new type of workforce, you need to be creative. Firms need to change. Maybe more young people would major in accounting if they didn’t have to pass the CPA Exam to work in public accounting. The goal of becoming a “partner” simply isn’t as strong with younger accountants as it once was.

One firm has taken a step to solve this problem.

Kimberly Wines, COO of SEK CPAs & Advisors allowed me to share their firm’s approach to this challenging issue.

Our Firm recently added a Client Relationship Manager role to our tier of positions.  It parallels the role of a Manager, however does not require the CPA designation and does not provide for advancement to partner consideration.  These individuals are eligible for the same benefits as a manager. 

The firm has provided the core competencies and contribution points for the role and some valuable team members have embraced it.

As you have heard and read many times, the talent shortage is not going away. It will never be “the good old days” again. As some professional leaders have said, the partnership model no longer works. There are even bigger changes ahead for accounting firms.

  • "Real talent shines through regardless of how many others there are around you."
  • Paloma Faith

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