If you’re an accounting department looking to retain your talent for the long haul,
what exactly should be on your roadmap now this summer?
With busy season behind us, it’s time to focus on strategic career planning because that enables professionals to develop careers that are both fulfilling and aligned with their goals.
This is NOT the review you do once a year.
This year, I encourage you to use this post-busy season time to go deeper.
Sit down with each team member and ask them:
👉 What parts of their job do they truly enjoy?
👉 What parts of their job drain them and do they want to do less of?
👉 How can you help them build the career that they envision themselves in years from now?
If you can keep your team happy and fulfilled, you’ll have an easier time retaining talent.
Strategic career planning is just one thing you should be doing now that it’s post-busy season…
But there are a whole host of other things to do if you want to make the most out of the rest of the year, all while retaining your talent.
Our owner, Katie Thomas, CPA, has teamed up with FloQast to write an article all about this. Check it out here: https://floqast.com/blog/how-to-achieve-post-busy-season-success-in-accounting/
Now is the time to engage in strategic career planning with your team. Discuss what they enjoy, what drains them, and how you can help them achieve their career goals.
Schedule one-on-one meetings to understand their job satisfaction and explore ways to align their responsibilities with their interests and aspirations.
Encourage continuous learning, provide mentorship opportunities, and create clear pathways for advancement within your firm.
Instead of an annual review, consider having these discussions more frequently, ideally every few months, to stay aligned with their evolving goals.
Happy and fulfilled employees are more likely to stay with your firm, reducing turnover and the costs associated with hiring and training new staff.
Yes, besides career planning, consider team-building activities, feedback sessions, and setting new goals to maintain engagement and motivation.