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Operations Job Structuring Tool

Jan 03, 2024 · 159.8 KB Download

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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 Operations Job Structuring Tool is a Microsoft Excel-based

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File name: operations-job-structuring-tool.xlsx

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Topics

Firm Practice Management

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Employee Development, Engagement & Retention
Firm Operations
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