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 ...
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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