Watkins Meegan CPAs

Business Etiquette and Career Management for New Professionals

CPA firms invest thousands of dollars per year in order to increase the technical knowledge of staff members during the first five years of employment. There is little to no investment in their non-technical (soft) skills prior to promotion to manager. Once they are promoted to manager they are asked to build and maintain client relationships with little to no training. This strategy may have worked 10+ years ago, but the competitive nature of the business world rewards those who have the skills to develop client loyalty, referrals, and cross selling of services.The challenge is to achieve balance between technical and non-technical skills in order to reduce the learning curve once staff is promoted into management positions. This course will prepare future managers to win business, increase productivity, and increase the firms profits.