Use this step by step explanation to craft a good employee performance feedback review for a cpa. Find the right words with quality phrases.

A CPA is very vital in any organization as they play a diverse and complex financial management role! All types of businesses rely on the Certified Public Accountant to budget, audit and analyze the company's financial status due to their extensive knowledge of the finance department.

Their main tasks are: preparing and analyzing financial reports, Auditing financial reports for compliance, reviewing the company's financial status to ensure there are no discrepancies, overseeing the budget and financial management, preparing bookkeeping records, government audits, taxes, and fiscal planning, Recommending methods for organizations to save money, ensuring tax returns are submitted on time

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking.

Able to piece together elements and come up with proper deductions on issues.

Takes in into consideration different and varied perspectives when solving problems.

3

INNOVATION: Innovation is the process of translating new invention into a service that creates value or brings better solutions that meet the requirements.

Identifies problems easily and then comes up with potentially workable solutions

Keenly evaluates solutions and seeks to develop useful recommendations that achieve good results.

3

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Listens actively and keenly to instructions and executes every detail or task required.

Looks at situations from different perspectives and not only in a one-sided way.

3

KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise.

Is able to differentiate between irrelevant and critical pieces of information and gather information from various sources to reach a conclusion

Initiates collaboration with other employees, shares all relevant information with them when performing a task, and assists them in setting goals

2

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Always stays up to date with developments in the evaluation and appraisal field

Always an excellent team player who cooperates and listens to others

3

INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered.

Shows high energy in undertaking challenges related to the assigned tasks

Always ready to take on more tasks even before finishing the first

2

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Writes notes of appreciation to employees who are doing exemplary work, makes positive contributions and goes beyond the call of duty

Practices common courtesy by making eye contact and referring to colleagues by their names in order to create a smooth working environment

2

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Divides a project into tasks and estimates the amount of time it would take to complete each task in order to get a realistic time for the whole project

Lets the person who assigned the deadline to know in good time when one is not able to meet a deadline due to unavoidable circumstances

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Makes clear financial projections in order to be able to foresee and address possible future problems

Makes sure that expansions are made carefully and steadily; avoids pushing too much money into expansions

3

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Demonstrates awareness of all the knowledge relevant to the roles assigned and always knows the knowledge requirements for new tasks

Demonstrates exceptional responsibility for developing knowledge management skills and has the best ideas for improving the knowledge of colleagues

3

Self Evaluation

Self Evaluation Question

Employee Comments

CRITICAL THINKING:

How well do you consider all the factors available before making your decision?

Do you always try to inquire further, what could be the missing elements that could achieve a positive outcome?

[employee comments]
INNOVATION:

Explain how you go about when solving a problem or an issue?

Do you delegate work and how has it benefitted you as an individual?

[employee comments]
ACCURACY:

How well do you take in instructions and follow them to the letter?

How much time do you dedicate to ensure you deliver an error free task?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

How do you prioritize customer's issues in order to ensure that service is provided to the customers even during critical periods?

How would you respond to a new employee who shows an unwillingness to learn the company process? What would you do to help them?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Can you be relied upon to deliver accurate and timely data?

Do you work with the employees after the assessment to see better results?

[employee comments]
INITIATIVE:

Have you sighted any improvement from the last evaluation season?

Do you have the ability to plan your personal goals and accomplish them?

[employee comments]
PERSONAL RELATIONSHIPS:

How do you establish rapport with other employees? What are some of the things that you have done to gain their confidence?

What have you done to improve the relationship between you and your bosses? How has this relationship benefited your career?

[employee comments]
DEADLINES - ON TIME:

How have you kept yourself motivated to meet deadlines at work? How have you helped others on the same?

How do you determine how much time is needed to finish a certain task? Is there a time when you have felt overloaded with work? What did you do?

[employee comments]
FINANCIAL MANAGEMENT:

What are some of the methods you have used to help your company manage its finances effectively?

In your opinion, when do you think is the best time for a company to borrow a loan from the bank? Explain your answer

[employee comments]
KNOWLEDGE MANAGEMENT:

How often do you encourage others to share their knowledge and experience?

What efforts are you making to look for new ideas that can assist you in improving your knowledge capabilities?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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