Accounting & Professional Services
Accounting Practice Management skills assessment
Well-run practices deliver better client outcomes and profits. This scorecard covers workflow, pricing, staff development, technology and client service for practice managers and partners.
- 12 skills to score
- 1–10 scale on every skill
- 7 starting levels
The 12 Accounting Practice Management skills you can score
These are the default Accounting Practice Management skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Workflow and Job Management
Allocates work, tracks deadlines and keeps jobs moving through the practice.
Fee Setting and Engagement Letters
Prices work fairly, sets scope and gets engagement terms signed.
Billing and Debtor Management
Bills promptly and manages collection of fees.
Staff Recruitment and Development
Hires, trains and retains capable team members.
Client Onboarding and Retention
Welcomes new clients and builds relationships that last.
Technology and Automation
Uses systems and automation to improve efficiency and quality.
Quality and Risk Management
Maintains review processes and manages professional risk.
Cyber and Data Security
Protects client information through sound security practices.
Advisory Service Development
Grows value-adding services beyond compliance.
Practice Financial Management
Monitors utilisation, margins and profitability.
Marketing and Referrals
Builds a pipeline through networks, referrals and content.
Leadership and Culture
Leads the team with clear expectations and support.
Levels included with Accounting Practice Management
Accounting Practice Management starts with 7 levels, which SkillScorer calls “Seniority Level” for accounting & professional services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Graduate
- Intermediate
- Senior
- Supervisor
- Manager
- Senior Manager
- Partner
How Accounting Practice Management works in SkillScorer
Score
Each team member in a team is scored on the Accounting Practice Management skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Accounting Practice Management skills need attention. Reports also follow each manager's team.
Accounting Practice Management scorecard: common questions
What skills does the Accounting Practice Management scorecard include?
SkillScorer's Accounting Practice Management scorecard covers 12 skills: Workflow and Job Management, Fee Setting and Engagement Letters, Billing and Debtor Management, Staff Recruitment and Development, Client Onboarding and Retention, Technology and Automation, Quality and Risk Management, Cyber and Data Security, Advisory Service Development, Practice Financial Management, Marketing and Referrals and Leadership and Culture. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Accounting Practice Management?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Accounting Practice Management?
Accounting Practice Management starts with these levels (called “Seniority Level” in the app): Graduate, Intermediate, Senior, Supervisor, Manager, Senior Manager and Partner. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Accounting Practice Management skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In accounting & professional services the app talks about team members, teams and managers, and you can change any of those words too.
Score Accounting Practice Management with SkillScorer
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