Seek A Higher Level Of Engaged Employee For Your CPA Firm

You have read a lot about it. I have written a lot about it. Hopefully, you are working on it. I am referring to developing and retaining engaged employees.

Per the Gallup organization, there are three types of employees:

ENGAGED employees work with passion and feel a profound connection to their company. They drive innovation and move the organization forward.

NOT-ENGAGED employees are essentially “checked-out.” They’re sleepwalking through their workday, putting in time – – but not energy or passion – – into their work.

ACTIVELY DISENGAGED employees aren’t just unhappy at work, they’re busy acting out their unhappiness. Every day, these workers undermine what their engaged coworkers accomplish.

I meet a lot of CPAs and their employees who are truly ENGAGED. They are the clients I love and enjoy working with. Many do not yet have enough engaged employees but they are working diligently on moving their organization forward.

As for NOT ENGAGED, I think all of us working in public accounting have a day or two, now and then, when we are sleepwalking through the day! But identify those people who are truly mediocre and set expectations for them to improve or depart.

And finally, the ACTIVELY DISENGAGED. They are the employees you finally let go after months or even years of anguish. When you do out-place them, the engaged employees enthusiastically remark, “It’s about time!”

But wait, there is a level of employee that is ABOVE the ENGAGED employee. Experts are calling them INTRAPRENEURS. They are the employees who are not yet an owner but have learned to apply the essential principles of entrepreneurship to the roles they fill within in the firm.

These are the employees that think and act like owners and they are very valuable to your firm’s health. I find that many firm administrators fit this category.

Begin now to spend more time focused on your ENGAGED employees and your INTRAPRENEURS.


About the Author

Rita Keller is the Founder of Keller Advisors, LLC and SurveyCPA, LLC. She is a widely respected voice to CPA firm management. Through her presentations and workshops, she interacts with thousands of accountants annually.  Named as one of the Top 100 Most Influential People In Accounting, she acts as an advisor and coach to CPA firm leaders across the country.  She can be reached at


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