How to Recruit, Retain, and Reward Accounting Firm Staff

Course Details


Friday, May 26, 2023

7:30am – 8:30am (Registration: 3:02am)



Field of Study


CPE Credit

1 hour CPE credit

Level of Knowledge



CPA Crossings




Sharrin Fuller, CEO of Glass Wallet, a consulting and advisory firm serving the accounting profession and small business market, offers the strategies and systems that accounting practices require to remain competitive and attract qualified talent within budget constraints.

After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin continued honing her Remote Firm Scaling System and Remote Team Roadmap as a managing partner in multiple accounting and financial services. In this session she will share her system for building an engaged and empowered team that can elevate your business success.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics covered in this course will include:

  • Evaluating your current team and areas where you are lacking in talent, engagement or both
  • Appropriate technologies to support your virtual firm and virtual team
  • How to avoid "fee burner" positions with strategies for effective human resource allocations
  • Strategies for creating an organizational structure that will support long-term staffing stability


After attending this class, you will be able to:

  • Identify effective strategies for attracting qualified staff
  • Recognize unique and effective ways to retain your key staff members despite current labor market pressures
  • Distinguish between methods of compensation to ensure your reward and remuneration practices incentivize performance

Designed For

Firm owners, HR professionals, managers of accounting, bookkeeping, and CPA firms.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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