Accounting Firm HR Solutions | Built for CPA Practices
Busy season workforce management, CPA credentialing, and non-solicitation agreements for accounting firms and tax advisory practices in the nation.
HR Challenges Unique to Your Industry
- !Recruiting and retaining CPAs and senior accounting talent in a competitive market
- !Busy season overtime and scheduling compliance for audit and tax teams
- !Non-compete and non-solicitation agreements protecting client relationships
- !CPA license verification and continuing education tracking
- !Exempt/non-exempt classification for staff accountants and administrative roles
- !Background checks for employees with access to client financial data
- !Multi-state compliance for firms with offices or remote staff across state lines
How Catapult HR Helps
- +CPA license verification and CPE tracking programs
- +Busy season overtime compliance and comp time policies
- +Non-compete and client non-solicitation agreements for professional staff
- +Background checks for client-financial-data access roles
- +Wage and hour audits for staff accountant and administrative classifications
- +Multi-state HR compliance for multi-office or remote accounting teams
- +Employment law guidance and HR compliance audits
HR Services for Accounting Firms Employers
Expert support across the HR functions that matter most to your industry
License Verification & CPE Tracking
CPA license verification and continuing education hour tracking for accounting staff.
Non-Compete & Non-Solicitation
Client and employee non-solicitation agreements and non-compete provisions for professional accounting staff.
Busy Season Workforce Management
Overtime compliance, comp time, and flexible scheduling policies for audit and tax busy seasons.
Background Screening
Pre-employment background checks for employees with access to client financial records and data.
Employee Handbook
Accounting firm handbooks covering client confidentiality, CPE obligations, busy season policies, and professional conduct.
HR Compliance Audit
Full HR audit for accounting firms against federal and Southeast employment law standards.
“We lost two senior accountants who took clients with them. Catapult helped us build non-solicitation agreements that actually hold up.”
Managing Partner, Regional CPA Firm — 45 employees, Raleigh, NC