Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a cpa.

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 Goals Sample

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


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


Learn to figure out different possible options of solving problems on a short, medium and long-term range.

To continue researching and studying more to get more factual facts and figures that will guide my thinking.

[employee comments goal]

Respect more the ideas and opinions of others and try to accommodate them.

To be proactive in leading and responding to the changes around me.

[employee comments goal]

Improve the observation skills and to pay attention to the small details.

Always to gather data and information in a correct and appropriate manner.

[employee comments goal]

Explain and convince other employees of the need for adaptation and change of structures, policies, and methods

Promote a shared understanding of the company's needs and strategic direction to rally teams

[employee comments goal]

Make decisions that favor all the employees instead of some

Allow private sessions to discuss the feedback with every individual

[employee comments goal]

Seek to improve that which does not please the supervisors

Attempt to do things differently and see the results changes

[employee comments goal]

Follows up with colleagues after completing a task together in order to know how things are going or if they are facing any problems

Respect the workplace and how other employees work and avoid making them crazy with own personal habits

[employee comments goal]

Learn how to manage distractions in order to gain control of own tasks and give the best

Reward oneself when one completes a task ahead of time in order to feel motivated to meeting own mini-deadlines

[employee comments goal]

Create a budget for cash flow to make sure that the company can pay its expenses comfortably and that revenues and expenses are managed proactively

Review the company's accounts payable schedule regularly in order to determine how well the company is keeping up with its credit obligations

[employee comments goal]

Show willingness to review new tasks for their knowledge requirements and understand when to seek new information and knowledge

Learn better communication skills to assist in sharing and transferring knowledge effectively

[employee comments goal]


Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments


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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