PCPS Member Since 2011
Small Firm in Albuquerque, NM
Handy PCPS Tools: Staff and Client Evaluation Tools
President Robert Butler, CPA, Vice President, Jason Deshayes, CPA, and their four-person administrative team have a strong desire to be more than a passive tax compliance firm and also provide hands-on, proactive advice by truly understanding clients’ needs. In addition, they strive to become a part of each client’s financial team as they work with attorneys, investment and insurance advisors and other consultants to maximize the client benefit. However, Butler and Company is not all business. They also like to have fun by breaking up the intensity of a small CPA office – whether that is chair massages during tax season, a surprise birthday party, a relaxing summer BBQ or a random happy hour.
Their six-person firm has been able to easily tackle common issues by turning to the PCPS site. When it comes to evaluating both staff and clients, Jason Deshayes found PCPS tools particularly useful.
- Staff evaluation. “We’ve turned to the performance management section of the PCPS Human Capital Center for staff evaluation documents and for upward feedback tools that offer insights into the management side of the practice. In the past, our evaluation process was highly informal, and using these tools we’ve been able to change the staff’s understanding of what’s expected of them. The tools also provide consistency, so staff can see their progress and we can target growth opportunities.”
- Client evaluation. “With busy season behind us, I’m currently using the PCPS Client Evaluation Tool to get a better sense of how our clients fit into our practice. I really like this resource, which enables me to go through my client list and model the kind of client we’re looking for based on considerations such as job risk/complexity, client profitability, referral source/client tie-in, additional potential services, timeliness of payment and client satisfaction. Through using this tool, I’ve been able to formalize my understanding of what types of clients are right (or not right) for our practice. While we love all our clients, we want to make sure our areas of expertise fit their specific needs. Unfortunately, some of them may be best served elsewhere so that we can appropriately service our best clients and recruit prospective clients that better fit our firm. Making a realistic assessment of each client is in everyone’s best interest.”