Commitment Statements For Partners & Admin Assistants
Today, I urge you to explore the use of commitment statements between your partner group and your administrative assistants. This will be of no surprise to you – - – administrative assistants not only play a key role in the smooth-running operations of your firm, they also must deal with the frustrations surrounding the differing personalities of the owner group.
Inside a CPA firm, the administrative team members must serve different partners at different times depending on the client engagement and various firm projects. The admin team must be versatile. Yet, I see great value in having partners assigned to one specific administrative assistant who can perform miscellaneous tasks for that specific partner (not personal errands).
If one assistant is assigned to certain partners (one AA can usually support two or three partners along with their regular production duties) they can handle client calls for them when they are unavailable or respond to simple client needs without bothering the partner. Clients will soon become familiar with the partner’s assistant and the relationship will grow.
Want to see an example of an Assistant and Partner Commitment Statement? Download it here.
Rita Keller is a nationally known CPA firm management consultant, speaker, author, mentor and blogger. She is a former shareholder and administrative partner in a successful, regional CPA firm and has over 30 years hands-on experience in CPA firm management, marketing, technology and administrative operations. She works with firms across the country focusing on people, partners and internal management issues.