Team Member Foundation for Success | Financial Cents Templates

About this template

I’m thrilled to share this Accounting Firm Team Member Success Onboarding Checklist with you. It’s a comprehensive guide designed to go beyond standard onboarding. This framework ensures new hires feel supported, confident, and ready to thrive while fostering long-term growth and belonging.

Work type: Admin

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

18 tasks

	Setting the Foundation for Success
	Role-Specific Preparation
	Create a tailored onboarding plan with role-specific goals.
	Assign a mentor or buddy for the first 90 days.
	Workspace Setup
	Ensure access to all necessary systems, software (QuickBooks, Excel, etc.), and tools.
	Prepare a welcome kit with branded items, Remarkable note taker, Desktop computer with two 32" screens, etc.
	Set up email, communication apps (Slack, Practice Protect, Google/Sync), and firm-specific software accounts.
	Cultural Introduction
	Share a welcome Slack message with personal introductions from the team inside of the Team Channel.
	Schedule a “Meet the Team” session via Zoom.

Setting the Foundation for Success

Role-Specific Preparation

Create a tailored onboarding plan with role-specific goals.

Assign a mentor or buddy for the first 90 days.

Workspace Setup

Ensure access to all necessary systems, software (QuickBooks, Excel, etc.), and tools.

Prepare a welcome kit with branded items, Remarkable note taker, Desktop computer with two 32" screens, etc.

Set up email, communication apps (Slack, Practice Protect, Google/Sync), and firm-specific software accounts.

Cultural Introduction

Share a welcome Slack message with personal introductions from the team inside of the Team Channel.

Schedule a “Meet the Team” session via Zoom.

	Week 1: Onboarding and Orientation
	Day 1: Welcome and Orientation
	Conduct a warm welcome and office tour (physical or virtual).
	Discuss the company mission, vision, values, and history.
	Share an overview of the organizational structure and leadership.
	Administrative Setup
	Review the employee handbook, including policies and procedures.
	Complete tax forms, benefits enrollment, and payroll setup.
	Touchpoints and Leadership
	Schedule a one-on-one meeting with the team lead or department head.
	Plan an introductory meeting with the CEO or Founder.

Week 1: Onboarding and Orientation

Day 1: Welcome and Orientation

Conduct a warm welcome and office tour (physical or virtual).

Discuss the company mission, vision, values, and history.

Share an overview of the organizational structure and leadership.

Administrative Setup

Review the employee handbook, including policies and procedures.

Complete tax forms, benefits enrollment, and payroll setup.

Touchpoints and Leadership

Schedule a one-on-one meeting with the team lead or department head.

Plan an introductory meeting with the CEO or Founder.

	Week 1-2: Training and Education
	Role Training
	Provide a structured training program for core tasks (e.g., reconciliation, reporting).
	Shadow experienced team members on specific tasks.
	Guidelines for Support
	Provide a “How to Get Help” guide with resources, contacts, and FAQs.
	Schedule check-ins with their mentor/buddy to discuss progress.
	Education and Development
	Enroll in introductory training on industry tools like QuickBooks, Tax Software, or CRM.
	Share links to online training platforms or webinars.

Week 1-2: Training and Education

Role Training

Provide a structured training program for core tasks (e.g., reconciliation, reporting).

Shadow experienced team members on specific tasks.

Guidelines for Support

Provide a “How to Get Help” guide with resources, contacts, and FAQs.

Schedule check-ins with their mentor/buddy to discuss progress.

Education and Development

Enroll in introductory training on industry tools like QuickBooks, Tax Software, or CRM.

Share links to online training platforms or webinars.

	First 30 Days: Building Competence and Confidence
	Goal-Setting and Expectations
	Collaboratively set SMART goals for the first 30, 60, and 90 days.
	Provide a list of key performance indicators (KPIs) and how they will be tracked.
	Cultural Integration
	Schedule team lunches, happy hours, or virtual coffee chats.
	Share company traditions, such as volunteer days or annual events.
	Feedback Mechanisms
	Conduct weekly check-ins with the team lead to discuss progress and concerns.
	Solicit feedback on their onboarding experience and adjust accordingly.
	Discuss M&M's (Most & More Effective's) with Team lead and Team Member

First 30 Days: Building Competence and Confidence

Goal-Setting and Expectations

Collaboratively set SMART goals for the first 30, 60, and 90 days.

Provide a list of key performance indicators (KPIs) and how they will be tracked.

Cultural Integration

Schedule team lunches, happy hours, or virtual coffee chats.

Share company traditions, such as volunteer days or annual events.

Feedback Mechanisms

Conduct weekly check-ins with the team lead to discuss progress and concerns.

Solicit feedback on their onboarding experience and adjust accordingly.

Discuss M&M's (Most & More Effective's) with Team lead and Team Member

	First 90 Days: Empowerment and Growth
	Advanced Training
	Introduce specialized training for niche accounting services (e.g., tax planning, audits).
	Offer certifications or courses relevant to their role (e.g., CPA prep, QuickBooks Advanced).
	Ownership of Tasks
	Assign ownership of smaller projects to build accountability and trust.
	Encourage participation in client meetings or team strategy sessions.
	Career Path Development
	Schedule a meeting to discuss long-term career goals within the firm.
	Share a roadmap for growth opportunities and skill development.

First 90 Days: Empowerment and Growth

Advanced Training

Introduce specialized training for niche accounting services (e.g., tax planning, audits).

Offer certifications or courses relevant to their role (e.g., CPA prep, QuickBooks Advanced).

Ownership of Tasks

Assign ownership of smaller projects to build accountability and trust.

Encourage participation in client meetings or team strategy sessions.

Career Path Development

Schedule a meeting to discuss long-term career goals within the firm.

Share a roadmap for growth opportunities and skill development.

	Ongoing Engagement and Support
	Community Building
	Invite them to join internal committees or groups, such as social or wellness committees.
	Encourage participation in external professional organizations (e.g., AICPA, Roundtable Labs.)
	Learning Opportunities
	Provide a monthly schedule of training sessions, webinars, or workshops.
	Share industry news, best practices, and insights in regular team meetings.
	Celebrating Milestones
	Celebrate 30, 60, and 90-day milestones with personalized notes or small gifts.
	Acknowledge achievements and contributions during team meetings.

Ongoing Engagement and Support

Community Building

Invite them to join internal committees or groups, such as social or wellness committees.

Encourage participation in external professional organizations (e.g., AICPA, Roundtable Labs.)

Learning Opportunities

Provide a monthly schedule of training sessions, webinars, or workshops.

Share industry news, best practices, and insights in regular team meetings.

Celebrating Milestones

Celebrate 30, 60, and 90-day milestones with personalized notes or small gifts.

Acknowledge achievements and contributions during team meetings.