How to Attract – and Retain – Great Staff

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There are stages to a business, and very soon you realize that once you’ve hit six figures in revenue, you can stay in that desert for a LONG time… unless you build with a team.

But hiring great people for tax and accounting practices is a monstrous pain in the you-know-what.

Some market areas are flooded with overpriced talent, poor work ethic, and a me-first mentality. Other markets for talent are full of people with strong work ethic, but little of the education or ceiling for knowledge work or handling higher-end clientele. 

With the ever-increasing complexity of the tax code (hello K2, K3) and the demographic changes within the profession, CPAs and tax professionals also find themselves fighting over scraps when it comes to getting great staff.

We’ve seen these issues building and building ACROSS the industry and figured it was time to do something about it.

Recently, my COO and I have been asked to speak to multiple industry groups about what we have done to build an amazing team here at TaxProMarketer because we’ve developed an internal methodology for this process that is DIRECTLY transferable for an accounting or tax practice.

I also hosted a webinar where we dove into just these sorts of topics. We looked into the nitty-gritty of how we have been able to attract, retain, and hire talent at TaxProMarketer over the last 15 years. We also brought in one of our clients, Argel Sabillo CPA – who infused Deloitte methodology (he worked there for some years) INTO his private practice – and did it with a special twist that you’ll want to hear about.

Some things we discussed…

  • Attract great staff by being clear on your company goals, spreading your natural net wide, and implementing an employee referral program.
  • When hiring, focus on culture fit and work ethic – and train the rest. Experience and character (NOT resumes) are all.
  • The biggest key to retaining talent in your practice? CULTURE, CULTURE, CULTURE.
  • Create a safe zone for employees to critique their experience (and yes, even you).
  • Offshore employees are an incredibly untapped resource that can bring warmth, skill, and professionalism to your team at a significantly lower cost.

Unless you have a team around you that is lightening your load (not ADDING to it), you don’t actually have a business.

You have a glorified J-O-B.

And that’s fine – but remember: the tax and accounting industry is facing a staffing crisis. In other words, you’re fighting over the scraps left over from the big firms if you want to find somebody already well-trained to slide into your practice.

And that means W-O-R-K.

But what if we could make it much easier for you?

We’ve fought through many of the same challenges here at TaxProMarketer. We require highly-skilled employees who bring deep and specific knowledge of tech stack, marketing principles and tactics, communication protocols, and more to their work.

“Somehow,” we’ve found a way (Proof here and here).

Listen in to the webinar for more of the principles we’ve discovered along the way to hiring and retaining a great staff of 20 employees here (multiple who have been with us for 10 years or longer). TaxProMarketer client Argel Sabillo CPA has also done very similar things in HIS successful practice … but in a way that you might not expect.

As we stare into the darkness of another busy season in 2023 – with regulatory uncertainty, continued IRS incompetence (despite “the 87,000” lol), and ongoing talent market pressures, you HAVE to hear about what Argel is doing.

I am not exaggerating when I say that it might completely transform your hiring, recruitment, and operational plans for 2023.

It’s time to move past slogging in a JOB and to build something that scales and gives you the freedom you’ve always wanted … even during tax busy season.

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