Self-Study

Retaining Top Talent: Strategies for CPA Firms

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Unlock more for less. This course is included in CPA Crossings Unlimited Self-Study Subscription -- just $299 (plus tax) gets you unlimited access to all CPA Crossings' self-study courses, including this one. Maximize your ROI and learning potential -- order now!

In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap.

Major subjects

• The true cost of turnover versus retention investment.
• Research findings on why professionals leave or stay.
• Whole-person retention strategies beyond compensation.
• Work-life balance solutions that maintain productivity.
• Career development paths for non-partner track professionals.
• Business model transformations for sustainable staffing.
• Technology and outsourcing strategies to reduce burnout.
• Retention strategies specific to diverse talent and younger professionals.

Learning objectives

• Identify the top factors that drive retention decisions.
• Implement whole-person compensation strategies beyond salary.
• Design flexible work arrangements that balance employee needs with client service.
• Create meaningful career paths for professionals not seeking partnership.
• Evaluate your firm's business model for retention sustainability.
• Apply the "pentagon firm" model to reduce reliance on entry-level staff.
• Develop retention strategies specific to diverse and younger professionals.
• Assess your current scheduling and workload distribution practices.
• Build a strategic retention plan with measurable outcomes.

Who should take this program?

• Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions and public accountants with management responsibilities.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $29.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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