Partners and Managers
See the end of this ad for an example of the OFFER LETTER we want to send to you. This is a full-time (40 hrs/week), hourly position with Whittaker & Company; a fast growing, influential boutique CPA firm. Pay will be commensurate with the talents, initiative and motivation you bring to the position. We won’t let pay stand in the way of getting the right person.
First, you need to decide if you want to work in this environment. The job doesn’t matter if the company is not a place you want to work.
Whittaker & Company works specifically with business owners with revenue ranging from $5 to $100 million to help them increase the value of their business and achieve their personal and business ambitions.
We view the world differently and believe that our accounting firm should be working with business owners on the strategies and drivers that move key performance areas in their business.
We meet with most of our clients on a monthly basis to talk about their business, their goals and their objectives. We also do monthly workshops, regular lunch talks, keynotes and conference breakouts and other ways of training business owners. We don’t just want
to educate them; we want to change their lives and help them build businesses that create freedom for them to live their ideal lifestyle.
We don’t bill by the hour. Our fixed fee approach allows us to have an unrestricted relationship with our clients to work with them on any and all challenges and opportunities they may have.
We are business advisors, facilitators and in some cases mentors, but not coaches or consultants. An advisor combines both coaching and consulting to get the best result for the business owner.
We believe in team members who are invested in what we’re doing, not employees who punch clocks. Everyone is a team member because we only want people who will “own” their work, not just do it. Employees have to be told what to do, team members are proactive and make the job better.
Our CORE Values are: Integrity, Work-Life Balance, Innovation and Quality. We live by these values.
If you like a fluid, growing, expanding organization that is small, and if you enjoy helping us all figure out how to get there, we could be a good fit.
If you enjoy meaningful work, a focus on RESULTS, working very closely with other team members and sometimes clients, we might be a good fit.
The ideal candidate loves to serve others and make THEM successful, and people deeply respect them for that approach to life. This is a position for someone who wants to make meaning, not just money, and have an ongoing impact in the lives of business owners.
They are infectiously positive, which is very different than getting excited about shiny objects or chasing squirrels. They are not easily distracted by a constant stream of “new things”, but are very focused on seeing what they can do to help people get from where
they are to where they want to be.
Integrity is their hallmark, and it comes out in a sincere interest in others, not in mushy emotionalism (although being emotional about seeing others is fine – a hug is a great thing). Integrity is represented in every aspect of their life. It is the cornerstone for how we treat our clients and each other.
This person lives in a world of abundance (how can I make you successful?), not in a world of scarcity (there is only so much to go around, so I better get mine before I help you get yours.)
You can see you will be an integral part of the Whittaker & Company Team and our business, will attend our monthly team meetings for planning and strategy, and will be expected to chime right in as if you owned the place.
Along with your resume, please email us at firstname.lastname@example.org your answers to the following questions:
www.whittakercocpas.com – Overview of our company.
www.whittakercocpas.com/blog/ -Written by founder and owner Dan Whittaker. It will offer great insight into our thought process and beliefs.
http://whittakercocpas.com/success – Read what we do for business owners.
www.WhyEmployeesareAlwaysABadIdea.com – Recently named Top 10 Business Book of the Year.
We bring Integrity, Innovation, Work-Life Balance and Quality to all of our clients, which allows business owner to take advantage of opportunities to transform their businesses and lives.
Most business owners have worked diligently in the business for 30 years, and then reach a point when it is time to transition it to the next generation or to sell. We help business owners build a strong, thriving business sooner rather than later so they can enjoy it for decades, then exit on their own terms.
Wealth is the ability to choose what to do with my time. Riches is just money. We want people to be wealthy, not just rich.
Our objective is for all of us to move from survival right through success to significance
– doing and being significant in the world around us.
We believe the rugged individualist is a bad idea. Business owners should have a team of trusted advisors so they can live in the committed community, and those that do, will make more money in less time and will be more successful.
Most business owners only ask their business for money, but a business should give time, money and significance (TMS). Ask a business for all three and watch what happens. We implement now and perfect as we go.
Waiting around for perfection is a bad idea. Our ship is constantly moving and taking soundings as we go.
We expect business owners to always ask “What is the highest and best use of my time?” We encourage business owners to embrace trapeze moments and take the risk to grow personally and to build a business they can enjoy for decades.
We live in a world of abundance, not a world of scarcity, and it affects every decision we make.
Dear great team member (we look forward to inserting your name here),
I can’t tell you how thrilled we are to have you joining our team. Thanks for being willing to jump in and make a difference in the lives of business owners, and to be part of a team committed to being transformative in the world around us.
I just wanted to put in writing how we want to approach having you work with us.
Your average work week will consist of 40 hours. Some weeks may be more, some less. And whenever possible, we’ll work around family and personal life, because that is why we’re all doing this. So don’t hesitate to speak up when work collides with home in an unhelpful way.
We’re a team and we’ll help each other be successful. No rugged individualists. We aren’t co-dependent, and we’re not completely independent. We’ll be more interdependent. We all help each other out as needed.
We will want to design times each week where we all “collide”, for no good reason other than to remind us we’re a team, and that maybe some great idea will get moved along by collaboration. That will likely most often happen conveniently around customer events that would be good times to be together anyway.
We will avoid these as much as possible. We will be driven by RESULTS REQUIRED, not by the process of getting there. All of us should have a very clear idea of the results we personally are responsible for, and which results the team is responsible for, and
then we figure out how to build the processes that will best get us those results.
We will avoid these as much as possible. If someone is good at a piece of technology stuff, as well as working with clients, we’ll try to have them doing both as much as we can. We will always ask, “What is the highest and best use of that person’s time?”, and then we’ll do whatever we can to get them doing that. We want people doing things they are really good at, and will not pigeon-hole them as “marketing” or “IT”, etc. It’s important that all the functions are covered that make the company successful, but it’s not important that we build fiefdoms or functional silos to contain narrow functions.
We want the company to help each of us find our own personal destiny. That’s not woowoo crap, but a hard-core business success strategy. If we can help you get where you need to be inside or outside of the company, while also making sure the company is successful, why wouldn’t we do that? We believe the company will be MUCH more successful if we free everyone up to live out their Big Why and find out what motivates them most. Let’s always help each other work from the highest and best use of everyone’s time.
Everyone will work for the self-directed, self-managed team, and the team will “manage” us. People will become leaders in various things as others follow them on that subject. This may sound fuzzy, but the sky is the limit.
No one person can decide if someone is hired or let go – usually it will be as many people as possible. The principle – whoever is affected by a decision should have a voice in it.
Nothing is by consensus, but not everything is by vote, either. Whenever possible, everyone affected by a decision will have a voice in that decision, and whenever possible, we’ll go with the overwhelming majority. As rarely as possible decisions will not be by consultation, and even rarer as we grow.
We’re fanatic about being owners. Everybody thinks and acts like an owner. We are all encouraged to lead the company into whatever next thing we ought to be doing, and those who do will be compensated for doing so. If somebody invents the sticky note here, they will own some to a lot of it, not just get a thank you written on a sticky note. Owners make more time and money for making good things happen. We are all owners in that regard.
Decision-making is one of the most important ways we all express ownership. Whenever possible, decisions should be made a) by those who are affected, and b) by those who will have to carry them out. Before making a decision ask yourself, “Who else could be affected by this decision?”, and then get them involved. If it only affects you, there is no need to ask. Example: If you make 75% of the copies and you think we need a new copier, ask, “Who else makes copies?” and “Who would be affected by the copies we make?”, and then get those people involved. If it takes a committee, elect a tie-breaking leader before starting, then get it done. Managers don’t exist, so only those affected
should need to be involved. Some decisions will affect everyone. Whenever possible, everyone will be involved in those decisions.
Any other benefits not disclosed in this letter will be explained in detail during your orientation.
Whittaker & Company is an at-will employer and reserves the right to change the terms and conditions of employment with or without notice, including but not limited to termination, demotion, promotion, transfer, compensation, benefits, duties, and location of work. Neither this offer letter nor any other written or verbal communications are intended to create a contract of employment or a promise of long-term employment. All employment with Whittaker & Company is at-will. Accordingly, the employer or the employee, with or without cause, can terminate the relationship at any time.
Please confirm your acceptance of the offer as outlined herein by completing and signing both copies of this letter and returning one to us in the envelope provided. If you have any questions, or if anything in this letter is not consistent with your understanding of our offer, please call me immediately. Additionally, this offer will remain open through Friday, MM DD, YYYY.
Thanks for jumping on board!
Whittaker & Company
Send answers to the above questions to: email@example.com
We look forward to hearing from you!