Guarantee Your Promotion in Public Accounting

© The Bean Counter, LLC All Rights Reservedı

GUARANTEE YOURıPUBLIC ACCOUNTINGıpromotion


This afternoonı•  My Storyı•  Mythsı•  Key Strategiesı•  Getting Creditı


My Storyı•  Big 4 SL, Internship, FTı•  Written Feedback 80/hr+ı•  Annual Feedbackı•  Rating on a scale from 1-5ı•  Had to pass the CPAı


Promotion Trackı•  Associate (3 yrs)ı•  Senior (3 yrs)ı•  Manager (3 yrs)ı•  Senior Manager (TBD)ı•  PartnerıEarly promotion was not allowedı


My Resultsı•  Year 1: 1 rating, 10% raise,

~5% bonusı•  Year 2: 1 rating, 19% raise,

~6% bonus, promotion a year earlyı


•  Work the most hoursı•  Family relationshipı•  Luckı•  Pass the CPAı•  Timeı

Mythsı


•  Detailed plan of actionı•  Build personal

relationshipsı•  High ratingsı•  “Extra-Curriculars”ı

Truthı


Importanceı•  Higher salary, bonusı•  More autonomyı•  More funı•  More opportunityı


Other Benefitsı•  Fortune 100 clientı•  Clients proposal for

Fortune 1000ı•  Leadership opportunitiesı•  International assignmentsı


Key Strategiesı

”Do what others don’t do”ı


Key Strategiesı

We are not leaving it up to chance, so yes,

do everything.ı


Key Strategiesı

Worst case: you will get the raise/bonus and not the promotion.ı


Key Strategiesı

95% youı5% the companyı


Key StrategiesıWalk around the office at least once per weekı•  Make conversationı•  Ask people about themselvesı•  Build relationshipsı


Key StrategiesıBe in charge of an eventı•  Rock climbingı•  Happy hourı•  CPEı•  Canoeingı•  Shotgun shootingı


Key StrategiesıTell people your goalsı•  HRı•  Managing Partnerı•  Your Partnerı•  Your coach/mentorı•  Other relevant partiesı


Key StrategiesıCreate a list to track your progressı•  1 “thing” per monthı•  ANYTHING that is above your

client service put it on thereı


Key Strategiesı•  Campus recruitingı•  Trainingsı•  Leading an eventı•  Proposalsı•  Contributing to firm knowledgeı•  Etc.ı


Key StrategiesıAsk for feedback at least twice per weekı•  Sounds like a lot, but it’s notı•  Examples….ı


Key StrategiesıAsk for special projectsı•  Anyone your know, let them

know you are happy to help them out with anything.ı

•  Special projects, proposals, events, trainings, etc.ı


Key StrategiesıAsk people about themselvesı•  You have to know every single

person. ı•  Family life, career goals, CPA

exam, life dreams, traveling, etc.ı


Key StrategiesıGet in early every single dayı•  Rule of thumb: 7:30amı•  You actually get more doneı•  But the perception is

EVERYTHINGı


Getting CreditıSummary of contributionsı•  4-5 page documentı•  1. Cover pageı•  2. Summary (1-2 paragraphs)ı•  3-5. 3-4 paragraphs and photos

per page of your contributions ı


Getting CreditıSummary of contributionsı•  Everything ABOVE AND

BEYOND client serviceı•  Share with HR and your coach/

mentor ONLYı•  They will share with othersı


Questions?ı•  Strategiesı•  Different firm policies

around promotionı•  Summary of

contributionsı


Email Meı[email protected]ı

Guarantee Your Promotion in Public Accounting

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bonus year

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hr annual feedback rating