Build a Firm Top Talent Chooses — and Stays With
Texas firms are not struggling because of technical expertise.
They are struggling because of talent capacity.
Hiring and retaining high-performing professionals is no longer an HR function. It is a strategic imperative that determines growth, succession and long-term firm sustainability.
The TXCPA Hiring & Retaining Talent Toolkit equips firm leaders with a practical, structured system to strengthen recruiting, accelerate engagement and build a leadership pipeline that protects the future of the profession.
Access the Hiring & Retaining Talent Toolkit
- ✔ Workforce Strategy Blueprint
- ✔ Talent Attraction Playbook
- ✔ 90-Day Integration Roadmap
- ✔ Leadership Pathway Model
- ✔ Sustainable Culture Guide
Members: Log in for immediate access.
Nonmembers: Unlock access with your email and discover how TXCPA supports firm sustainability.
If prompted, use your TXCPA account credentials to access member-only downloads.
A Strategic System for Workforce Sustainability
This is not a collection of articles.
It is a sequenced framework designed to help firm leaders move from reactive hiring to intentional workforce strategy.
1. Workforce Strategy Blueprint
Design the talent model that supports long-term growth.
Strengthen your ability to forecast staffing needs, assess succession risk and align workforce planning with revenue targets.
Included resources:
Workforce Strategy One-Page Planning Tool
Staffing Forecast Worksheet
Role Architecture Template
Succession Risk Assessment Checklist
2. Competitive Talent Attraction System
Position your firm as an employer of choice.
In a constrained market, firms that articulate their value clearly win top candidates.
Strengthen your ability to define your employer value proposition, modernize recruiting and structure stronger hiring decisions.
Included resources:
CPA Talent Attraction Playbook
Employer Value Proposition Builder
Structured Interview Scorecard
Offer Letter & Candidate Experience Checklist
Social Media Recruiting Guide
3. Onboarding & Early Engagement Accelerator
Convert new hires into committed professionals.
The first 12 months determine long-term retention.
Strengthen your ability to accelerate productivity, support CPA candidates and increase early-career engagement.
Included resources:
30-60-90 Day Integration Plan
Mentor Assignment Framework
CPA Exam Support Policy Template
Manager Coaching Guide
New Hire Experience Audit Tool
4. Leadership Development & Retention Framework
Build future leaders — not just billable capacity.
Mid-career attrition poses one of the greatest risks to firm continuity.
Strengthen your ability to define career progression, conduct meaningful performance conversations and identify partner-ready talent.
Included resources:
CPA Leadership Pathway Model
Career Progression Map
Stay Interview Guide
Engagement Pulse Survey Template
Internal Promotion Planning Guide
5. Culture, Flexibility & Sustainability Strategy
Protect performance without sacrificing people.
Burnout and workload imbalance undermine long-term growth.
Strengthen your ability to create a culture that supports flexibility, accountability and professional well-being.
Included resources:
Sustainable Firm Culture Playbook
Busy Season Workload Planning Guide
Burnout Risk Indicator Checklist
Remote & Hybrid Policy Model
Exit Interview Analysis Template
Why This Toolkit Matters
Firms that approach talent strategically:
Reduce turnover costs
Strengthen succession readiness
Improve client continuity
Enhance firm valuation
Protect the credibility and sustainability of the CPA profession
TXCPA exists to support not only your technical excellence — but the long-term vitality of your firm and the profession in Texas.
