June 2018

Summer is right around the corner – have you scheduled some time off?

Time Entry

  • Please make sure you continue to enter your time daily.  We will continue with frequent billings going forward.

ARC

  • Dates
    • Staff 1 & 2 – June 18th
    • Senior 1 & 2 – June 19th
    • Manager 1 & 2 – June 15th
    • Senior Manager – May 16th
  • Proposal Process
    • Mentor/Mentee submit proposal to Director of Operations 2 weeks prior to ARC meeting
    • HR to provide list of promotion proposals and access to proposals to ARC committee 7 days prior to ARC meeting
    • This is for preparation for ARC meeting only.
    • ARC committee members should not have pre-meetings to discuss proposals.  All discussion should happen in the ARC meeting only.
    • ARC committee will review promotions during ARC meeting.  Management Committee will do a final review of ARC results, including promotions.
    • Once ARC process is complete, promotion decisions will be communicated to mentee.
  • Mentors please ensure you have sent your scores to me prior to the scheduled meeting

 

2018 CPA License Renewals

  • June 30th is coming quickly.  Look over your CPE Status reports to ensure you have the credits you need before June 30th.
  • CPE needs to be submitted by no later than June 1, 2018 so reports can be generated before the deadline. If you need extra time, please contact me ASAP so arrangement can be made.
  • If you submit after June 15, 2018 without discussion, you may need to complete the renewal on your own.
  • Don’t forget that your checkpoint subscription allows you to watch Checkpoint webinars.  There are a lot of great ones coming up.  Check them out here   Talk to your mentors and mentees about which ones might may sense for you.

If you are not renewing, please remember there are yearly minimum requirements for CPE that must be met, now is a great time to double check your status report to ensure you’ve met those requirements.

Teams

  • This is a great time to get to know your sister team.  Reach out and plan a fun event to get to know each other better.   Below are the sister teams
  • Keep meeting and having some fun!

Team Day 2018

  • Team Day is scheduled for Wednesday July 11th.  This is a mandatory event for all team members.  If you are unable to attend, please contact Tricia to discuss.
  • We will close the offices that day (with one helper answering phones) so we can all get together for some fun.  Planning is in full swing and we’ll have more details soon.

Eugene Front Desk

Ashley Miller will be out for 3-6 weeks starting in July, we have a couple of new faces training now to help out during that time: Erin Duncan and Heidi Christian. If you need something during her absence, please see me.

CPA Exam Scheduling

You made it through busy season.  Now time to start thinking about the CPA exam again.  It helps to get the exams scheduled ahead of time for scheduling and exam preparation purposes.  As you are scheduling your exams, please keep these things in mind.

Just a few reminders about CPA Exam Scheduling:

  • Please look at ProStaff before scheduling your exams.  Client work has to take the priority.
  • Fridays and weekends are the best options.
  • Exam time off should be requested in ProStaff as a Schedule Request (similar to PTO)
  • Team members will be paid once for time taken off to sit for each section of the exam (4 hours).  Time should be coded to 91070.  PTO should be used for retaking a section.

The link below takes you to the CPA Exam program with these details and more.   Let me know if you have any questions.

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Staff / Seniors

  • Looking for work?  Here are some things to think about if you have down time:
    • Walk around and chat with partners and managers to see if you can help
    • Send an email letting people know you are available
    • Make sure ProStaff accurately reflects your availability
    • Help get budgets into ProStaff – See Tricia to learn more
    • Complete CPE courses that will help prepare you for upcoming work.  Checkout Checkpoint Learning to find webinars and self-study courses that make sense for you.
    • If you haven’t finished the exam and you have done everything above, then you can study at your desk.

Scheduling

  • If you have client work >10 hours for April – October, we are scheduling now.  We have a team of people that can help you get your jobs into ProStaff along with budgets if appropriate.  See Tricia with any questions.
  • Scheduling for spring and summer is in process.  We’ll be working through the conflicts and shuffling work around as things are finalized.  If you have questions about your schedule, please see Tricia

IT

  • Remember to notify IT via Help@jrcpa.com whenever you have an IT blip or concern.  If you are having a problem, it’s likely others are too.  IT can troubleshoot the problem best when it happens.

Assurance Training

  • Assurance Level 1 – 4 trainings have been scheduled.  These are required trainings.  If you have a conflict, please see Sara Hummel as soon as possible.

Training Dates:

Level 1                  July 17 & 18

Level 2                  July 19 & 20

Level 4                  July 23 & 25

Work at Home Guidelines – Reminders

  • Staff/senior – work at home must be approved in advance.  For ongoing work at home arrangements, we need to have a more formal agreement in place.  Please note that unless a formal agreement is in place, it is expected you will be working in the office.  Approval for a special circumstance only covers that situation.  Talk to HR or your mentor if you would like a more formal arrangement.
  • Things to consider:
    • Type of work
    • Supervision needed
    • Experience at J&R and with our software
    • Demonstrated ability to work independently
    • Talk with HR, Tricia or Mentor

Open Positions

We have the following open positions.  If you know of someone that might be a good fit with the firm, reach out! They are posted at www.jrcpa.com

  • Audit Manager/Senior – CPA – Eugene is looking for experienced CPAs with 4-8 years’ experience (assurance). Reach out to your friends from school to see if anyone is interested in joining you at J&R
  • Tax Manager – CPA – Hillsboro is looking for experienced CPAs with 4-8 years’ experience (assurance). Reach out to your friends from school to see if anyone is interested in joining you at J&R
  • Business Valuation Manager – The Firm is seeking an experience Business Valuation Manager with 5+ years of business valuation experience including credentialing and experience testifying in a courtroom setting. CPA license a plus.

Don’t forget about the referral bonus if you bring candidates to the firm! The firm is willing to pay you a large referral bonus if you help us identify possible candidates that lead to filling this position.

Position Office Bonus – Contact Candidate Bonus – Share Name
Manager – assurance or tax experience Eugene $8,000 $4,000

 

  • Contact Candidate: Referral bonus for employees that talk to the qualified candidate and get the candidate to call us and complete our online application (www.jrcpa.com, click Join Us, search for posting and complete application, upload resume and cover letter). The referral bonus becomes payable if the candidate fills the position.
  • Share Name: Referral bonus for employees that give Tricia a name of a qualified candidate, if that candidate is ultimately hired.
    Referral bonuses will be paid on the paycheck subsequent to the successful candidate’s first day of work at J&R.

 

Client Recruiting

We can help clients recruit for accounting, finance and executive positions.  These positions are posted at www.hiringoregon.com

  • Accountant – Full Cycle – R &R King
  • Controller – NPO Organization
  • Finance & Administrative Director – Eugene Symphony
  • Finance Manager – McKenzie River Trust