Non-CPA "Lanes" of Support

Historically, firms have employed administrative resources to support client-facing teams; however, most firms haven’t fully incorporated non-CPAs and non-accountants into their client work streams. This strategy envisions an integrated resource group that is a part of your major service lines and client delivery teams. When using non-CPAs in client facing roles it is important to understand the career pathway for this creative, sustainable, and long term-solution to the talent shortage. The Non-CPA “Lanes” of Support tool graphically depicts the four