The Right Move: Get Strategic About Your Accounting Career - Learn about trends in accounting careers and how Sloan Partners can help you navigate ...
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The Right Move: Get Strategic About Your Accounting Career Learn about trends in accounting careers and how Sloan Partners can help you navigate to a successful future.
Get Strategic About Your Accounting Career CONTENTS Getting Started 03 What Our Associates Say 04 Size Matters The differences between larger and smaller accounting firms 05 What You Need to Succeed Office necessities for independent accountants 06 The Sloan Advantage Benefits of joining our firm 07 Training & Resources 08 Take the Next Step 08
Getting Started If you are an experienced, self-motivated Chartered Professional Accountant (CPA) who is looking to start or grow your own accounting practice, Sloan Partners might be the right place for you. Do the freedom and flexibility of entrepreneurship appeal to you? If so, start by using the following checklist to see if self-employment within the accounting profession fits your personality, lifestyle and career goals. Checklist: How entrepreneurial are you? ☐☐ Are you self-motivated? ☐☐ Are you organized? ☐☐ Are you a good worker? ☐☐ Are you a leader? ☐☐ Are you open to taking risks? ☐☐ Can you make decisions? ☐☐ Can people trust you? ☐☐ Do you persevere? ☐☐ Do you take responsibility? If you said yes to most of these questions, you have a strong entrepreneurial mindset. You may want to pursue an entrepreneurial career path. Joining Sloan Partners LLP as an Associate can give you independence and responsibility within the accounting profession. THE RIGHT MOVE: GET STRATEGIC ABOUT YOUR ACCOUNING CAREER 3
What Our Associates Say “Thanks to Sloan Partners I was able to grow my accounting practice. I love the team and appreciate their responsiveness. No matter what project comes my way, I know I can get it done on time with support from the in-house advisors and experts.” “Sloan Partners stood out for being a medium- - Olesia Avdiouchtchenko sized firm – with a big firm approach. The firm uses the latest technology to improve processes and efficiencies. Sloan also offers a collaborative team of experts, so I always have someone to give me a second opinion. Best of all, I have full control of my own business.” - Alon Roitberg “Coming to Sloan [Partners] allows a sole practitioner to work in a professional environment with access to affordable back office support. Sloan can also provide support staff if needed for lawyer engagements that a sole practitioner could otherwise not do on their own.” - Greg McRae THE RIGHT MOVE: GET STRATEGIC ABOUT YOUR ACCOUNING CAREER 4
The differences between large Size Matters and smaller accounting firms When considering where to take your accounting career next, the size of a firm is important. A firm’s size should fit your personality, career goals and lifestyle. Here are some important differences between accounting firms of different sizes. SMALL AND MID-SIZED FIRMS LARGE FIRMS RESPONSIBILITES In smaller firms, you get to be In a big firm, you’re often given more entrepreneurial. You are one specific area to work on, such responsible for a diverse range of as tax or auditing, and a few large tasks and work with many smaller clients. clients. WORK-LIFE Gain superior work-life balance Since large firms have more BALANCE due to less competition and fewer accountants, they have higher overtime hours. competition and longer work hours than smaller firms. TRAINING AND Smaller firms may hire more senior, Larger firms tend to invest a lot of DEVELOPMENT experienced accountants. You often time and money in classroom-type start working with clients on day training up-front. one. STAFF If you are looking for a relaxed, If you are very outgoing and RELATIONSHIPS friendly environment, it’s better to competitive, you may prefer a large work for a smaller firm. Personal firm. relationships with clients and the firm’s owners are often easier to establish in a small firm. REPUTATION Although the reputation of a big firm may impress future employers, ultimately success at your job – regardless of the size of firm – will impress them more. At Sloan Partners, we’re a mid-sized accounting firm that offers all the services large accounting firms do, coupled with the collegial atmosphere of a small firm. THE RIGHT MOVE: GET STRATEGIC ABOUT YOUR ACCOUNING CAREER 5
Office necessities for What You Need to Succeed independent accountants Whether you’re preparing to equip your first office or maintain your current one, this checklist will help you identify what you need to run your accounting practice more smoothly. OFFICE FURNITURE AND EQUIPMENT ☐☐ Desk ☐☐ Labeling machine ☐☐ Client seating ☐☐ Comfortable chair ☐☐ Wall whiteboard and ☐☐ Fireproof safe Photocopier ☐☐ Filing cabinets markers ☐☐ Wastebasket ☐☐ Desktop and pocket ☐☐ Paper shredder ☐☐ Recycling bin calculators ☐☐ Overhead and work ☐☐ Alarm system ☐☐ Postage meter lighting ☐☐ Fire extinguisher COMPUTER HARDWARE AND ACCESSORIES ☐☐ Desktop computer and ☐☐ Printer and photocopier ☐☐ Computer locks monitor or laptop ☐☐ Surge protector ☐☐ Scanner ☐☐ Keyboard and mouse COMPUTER SOFTWARE ☐☐ Accounting software ☐☐ Desktop publishing ☐☐ Website building and ☐☐ Word processing software software maintenance software ☐☐ Virus protection software ☐☐ Contact management software COMMUNICATIONS ☐☐ Telephone line ☐☐ Toll-free line ☐☐ Cordless headset ☐☐ Internet connection and ☐☐ Desk telephone ☐☐ Tape recorder Wi-Fi ☐☐ Fax machine ☐☐ Smart phone GENERAL OFFICE SUPPLIES ☐☐ Business cards ☐☐ Postage stamps ☐☐ Cleaning supplies ☐☐ Envelopes ☐☐ Printer cartridges ☐☐ Notepads ☐☐ Stationery ☐☐ Pencils and pens ☐☐ File folders ☐☐ Imprinted advertising ☐☐ Printer paper specialties At Sloan Partners, we cover most of these office necessities for independent accountants. By joining our team as an Associate, you’ll spend less time on administrative tasks and more time focusing on your accounting expertise. THE RIGHT MOVE: GET STRATEGIC ABOUT YOUR ACCOUNING CAREER 6
Benefits of The Sloan Advantage joining our firm If you crave the freedom and flexibility of being your own boss, join Sloan Partners. You’ll enjoy career independence with the security of business resources and a supportive community of professionals. Whether you want to start your own accounting practice or take your existing practice to the next level, Sloan Partners can help you to: • Be your own boss: Savour the independence and flexibility of entrepreneurship. By joining Sloan Partners, you manage your clients, make the decisions, and set your own pricing and schedule. You are in control of your own business. • Access business support: Why do it all yourself? At Sloan Partners you are never alone. We provide customized service and the business resources you need to start up or grow your business. We’ll even help you with IT and administrative tasks so you can focus on moving your business forward. • Grow your network: Connect with a supportive community of accountants and other business professionals just like you. Build relationships and your professional network just by joining our office. We all help each other succeed and grow. • Broaden your reach: Expand your service offerings by tapping into our team’s specialties, including expertise with complex assurance work. You’ll feel confident attracting big clients knowing there’s a team of experts available if you need a hand. • Elevate your professional brand: Quickly boost your business’ visibility and credibility by aligning with our trusted brand. Sloan Partners offers more than “bean counters” – we provide clients with customized care and meaningful insights from trusted business advisors. We welcome your experience to our team THE RIGHT MOVE: GET STRATEGIC ABOUT YOUR ACCOUNING CAREER 7
Training & Resources At Sloan Partners, we want you and your accounting business to prosper. Whether your goal is to successfully launch a new accounting practice or grow your existing practice, we offer a range of business resources and support. • Technology: To make your business productive and professional, we offer high quality, modern business technology, including Wi-Fi, telephone, video, network drive services, printers and copiers. • Training and Professional Development: Stay up-to-date with industry trends through our seminars on accounting and business best practices. To increase your productivity, you will also receive an up-to-date tax software package. • Leads and Referrals: The most powerful form of marketing is positive word of mouth. Our in- house referral program and cross-selling opportunities can help you expand your reach and grow your business through warm sales leads. • Back Office Support: Run your office with ease and look professional with our IT and administrative support, including reception and mail services. • Specialized Expertise for Bigger Engagements: Feel confident taking on bigger projects by accessing our pool of diverse experts. For instance, we have assurance specialists who can help you to take on assurance work and expand your service offerings. • Collaboration and networking: Expand your network and learn from knowledgeable peers by joining our supportive community of business professionals. Contact us today to learn more about becoming an Associate. Take the Next Step Take your accounting career further by joining the Sloan Partners team as an Associate. All you need to do is: 1. Visit our website: www.sloangroup.ca 2. Click on “Apply Now” 3. Fill in the convenient online form and we will contact you. THE RIGHT MOVE: GET STRATEGIC ABOUT YOUR ACCOUNING CAREER 8
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