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Advancement

Policy Statement: 
Employee picked for advancement will have the qualifications needed to carry out the duties they will be called on to carry out.

Implementation: The CPA firm will carry out this policy through the following procedures: 

·         Setting up a Director of Human Resources (or a office) to identify and communicate the CPA firm’s policies and procedures manual the qualifications needed to carry out duties at each professional level within the CPA firm by:

    1. Setting up the factors for evaluating employees at each professional level and for advancement to the next higher level of duty.
    2. Making up evaluation forms for each professional staff classification
  • Appointing an officer for making advancement and termination decisions for staff and recommendations for manager- and partner-level advancements and terminations to the CPA firm’s management. Such duties should include:
    1. Determine duties and requirements for evaluation at each level and indicating who will prepare evaluations and when they will be prepared.
    2. Go over evaluations with the employee being evaluated on a timely basis.
  • Advising employee as to their advancement and career chances of growth by
    1. Yearly going over key points and going over with employee the evaluation of their performance,.
    2. Regularly evaluating officers by means of counseling, peer evaluation, as applicable, regarding   qualifications to fulfill their duties or assume added duties.

 

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