Tuesday, May 9, 2023 - 09:30 - 10:30

Building a team part 2: onboarding, training and retaining people in your bookkeeping practice

Episode summary
loading icon

Checking Access...

Should only take a second or two

Need any help? Please let us know

Save content
Have you found this content useful? Use the button above to save it to your profile.

Building a team part 2: onboarding, training and retaining people in your bookkeeping practice

You'll hear from:

About this session

Join us for The Bookkeeping Show, our live interactive panel show dedicated to our growing bookkeeping community. Featuring AccountingWEB's Editor-in-Chief Joanne Birtwistle alongside The 6 Figure Bookkeeper Club's Zoe Whitman and Jo Wood, each episode is packed with winning tips and advice from those who've been there, faced the challenges of the modern bookkeeper and won. Add on the opportunity to put your questions directly to the panel plus earn a CPD point for attending via our simple survey form, and this free session is perfect for the modern bookkeeper.

Joanne Birtwistle is AccountingWEB's Editor-in-Chief and is responsible for the editorial strategy of the site as well as being owing the content programmes for the Accounting Excellence Awards and AccountingWEB Live Expo. Prior to her role on AccountingWEB, Jo was Communications Manager, North at Ernst & Young (EY) and Editor at TheBusinessDesk.com. Jo Wood FICB PM.Dip runs an award-winning six-figure bookkeeping practice around her family and has rapidly grown her business to a team of 12 in less than two years. Zoe Whitman FCCA is a business coach, accountant and author, with NLP and life coaching training. She won awards for her work as a bookkeeper while working part time around her young children and has been named one of the Top 50 Women in Accounting.

The Bookkeeping Show focuses on the bookkeeper's needs - something only bookkeepers understand! Our hosts are thus regularly joined by fellow bookkeepers, with the likes of Emma James (The Number Ninja), Linda Owen (LMO Bookkeeping), Nicola Fallon (Virtual Accounts and Taxes), Jaye Snell (Exe Bookkeeping) and Alison Bryan (Flourish Accounts) all ensuring a discussion as relevant as it is entertaining. Topics have included the 'bookkeeper take' on such current challenges as niching, advisory, onboarding, new business, self assessment and the opportunities (really) afforded by MTD. 

As well debating tips and advice, we always make time for lively Q&A with Joanne, Jo, Zoe and guests taking questions from the audience. This is your chance to chat with the most progressive and friendly voices in bookkeeping - all for free. With limited spaces available, register now to secure your place.

As your bookkeeping practice grows, and you start hiring team members to meet client demand and support business operations, having good onboarding and training processes in place will make a huge difference to how quickly those new employees can add value.

Having invested time and effort into finding the right person and training them, you want to ensure they stay - what tactics can you employ to help with that?

In this episode, we'll explore strategies and best practices for onboarding, training and retaining the best bookkeeping talent to help your practice thrive.

Topics covered: 

  • Processes for onboarding new team members
  • Setting expectations
  • Providing mentorship
  • Retention strategies¬†
  • Building a positive and supportive workplace culture
  • Professional development and ongoing training for your team

Save your space for what is sure to be a popular session and be sure to bring your questions.

Ask Your Question

You will earn 1 CPD point by attending this free 45-60 minute session in full

You must be registered and logged in to an AccountingWeb account to claim CPD points.

Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

More from this show

Building a team: the right time to recruit

Can bookkeeping businesses make themselves..

Getting ahead for Self Assessment season

Building your skills to broaden your offering

Related sessions

The AI accounting software race is on

How to Tame The Email Monster in Your Firm

Any answers Live: Anti-money laundering

Cash basis proposals