Compensation System Action Plan

Tools:  The Action Plan provides a high level view of the steps involved with building a strong compensation system in your firm
Published on May 13, 2013

Reward & Compensation & Incentives

Overview:  The Reward & Compensation & Incentives section of the Human Capital Center gives guidance on how to develop a pay-for-performance system that will promote desired team member results
Published on April 18, 2013

Sample Compensation Philosophy

Sample Policy:  Use this example document to clearly document and communicate the basic characteristics of the firm’s compensation plan. It can also be used to define the principles on which the plan is based
Published on April 16, 2013

Align Compensation to Strategic Goals

Article:  If you really want to drive results in your firm you need to align owner and employee compensation to the firm’s strategic initiatives. Learn from August J. Aquila in this article, the keys to a successful pay for performance program
Published on April 18, 2013

Align Compensation to Strategic Goals

Article:  If you really want to drive results in your firm you need to align owner and employee compensation to the firm’s strategic initiatives. Learn from August J. Aquila in this article, the keys to a successful pay for performance program
Published on March 25, 2013

8 Major Pitfalls in Compensation Planning

Article:  ...Aquila advises the reader on certain pitfalls that all firms should avoid and what they can do to eliminate them if they are present when developing or changing their compensation plan
Published on March 25, 2013

8 Major Pitfalls in Compensation Planning

Article:  ...Aquila advises the reader on certain pitfalls that all firms should avoid and what they can do to eliminate them if they are present when developing or changing their compensation plan
Published on April 18, 2013

2006 Owner Compensation Survey

Survey:  Utilize the data from this survey during your development and reevaluation stages to learn about some compensation system trends employed by CPA firms
Published on February 06, 2012

Financial Executive Compensation Survey

Survey:  How does your and your staff’s pay stack up against your peers'compensation? Utilize the data from this survey during your development and reevaluation stages to learn about some compensation system trends employed by CPA firms
Published on April 16, 2013

Pay for Performance Learning Guide

Guide:  The Guide walks the reader through the ten action steps to building a successful rewards and compensation program. Throughout the document, you will find references to the applicable templates and tools your firm needs to get started in designing or revising a pay for performance program...
Published on February 06, 2012

Sample Frequently Asked Questions

FAQ:  This sample FAQ document can be provided to team members in an effort to address questions, concerns and transparency about an Rewards & Compensation plan. Each firm should add, delete or modify appropriately for its own purposes and circumstances
Published on March 25, 2013

Sample Manager Win-Win Agreement

Framework:  This Win-Win Agreement for a manager is for sample purposes only. When being used, consider the 3 sections of goals and details included in the personalized compensation plan of a non-owner team member
Published on April 18, 2013

Sample Partner Win-Win Agreement

Framework:  This Win-Win Agreement for a partner is for sample purposes only. When being used, you should review this personalized compensation plan based on an imaginary four-partner firm to get a sense of how to build an owner win-win agreement
Published on April 18, 2013

Pay for Performance Learning Guide

Guide:  The Pay for Performance Learning guide walks the reader through the ten action steps to building a successful rewards and compensation program. Throughout the document, you will find references to the applicable templates and tools your firm needs to get started in designing or revising a pay for performance program...
Published on April 18, 2013

Practice Continuation Agreement

Template:  ...created by Transition Advisors is a great starting place in creating the legal document for a firm’s Practice Continuation Agreement. It incorporates Assumption of Service to the Clients, Compensation, Collection of Receivables and WIP and Restrictive Covenants
Published on September 09, 2012