Accounting Practice Manager Onboarding Checklist

Accounting Practice Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Accounting Practice Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Finance onboarding experience or just need an onboarding checklist for your new Accounting Practice Manager, you’re in the right place. We’ve put together a sample Accounting Practice Manager onboarding checklist below and have created onboarding templates & resources to help.

Accounting Practice Manager Onboarding Checklist

1. Introduction to the company: The new Accounting Practice Manager should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The Accounting Practice Manager should be given a thorough overview of the company’s policies and procedures, including those related to accounting practices, financial reporting, budgeting, and internal controls. This task is usually performed by the Finance or Compliance department.

3. Introduction to the team: The new Accounting Practice Manager should be introduced to the team members they will be working with, including other accountants, financial analysts, and support staff. This task is typically performed by the immediate supervisor or team leader.

4. Review of job responsibilities and expectations: The new Accounting Practice Manager should have a detailed discussion with their supervisor to clarify their specific job responsibilities, performance expectations, and key performance indicators. This task is usually performed by the immediate supervisor or department head.

5. Training on accounting software and systems: The Accounting Practice Manager should receive training on the accounting software and systems used by the company, including general ledger software, financial reporting tools, and any other relevant software applications. This task is typically performed by the IT department or a designated trainer.

6. Review of financial reporting requirements: The new Accounting Practice Manager should be provided with a comprehensive overview of the company’s financial reporting requirements, including regulatory filings, internal reporting, and any specific reporting obligations to stakeholders or investors. This task is usually performed by the Finance or Compliance department.

7. Familiarization with company’s clients and projects: The Accounting Practice Manager should be introduced to the company’s key clients and ongoing projects, including their specific accounting needs, deadlines, and reporting requirements. This task is typically performed by the Business Development or Client Services department.

8. Review of budgeting and forecasting processes: The new Accounting Practice Manager should receive training on the company’s budgeting and forecasting processes, including the tools and methodologies used, as well as their role in the process. This task is usually performed by the Finance or Planning department.

9. Introduction to internal control procedures: The Accounting Practice Manager should be familiarized with the company’s internal control procedures, including segregation of duties, authorization processes, and risk management practices. This task is typically performed by the Finance or Compliance department.

10. Review of company’s ethical standards and code of conduct: The new Accounting Practice Manager should be provided with a copy of the company’s ethical standards and code of conduct, and should receive training on their application in the accounting function. This task is usually performed by the Human Resources or Compliance department.

11. Introduction to key stakeholders: The Accounting Practice Manager should be introduced to the company’s key stakeholders, including senior management, board members, auditors, and regulatory authorities. This task is typically performed by the immediate supervisor or a designated company representative.

12. Review of performance evaluation process: The new Accounting Practice Manager should be informed about the company’s performance evaluation process, including the criteria used, frequency of evaluations, and any performance improvement plans that may be in place. This task is usually performed by the Human Resources department or the immediate supervisor.

13. Familiarization with company’s strategic goals and objectives: The Accounting Practice Manager should be provided with an overview of the company’s strategic goals and objectives, and how the accounting function contributes to their achievement. This task is typically performed by the Finance or Strategy department.

14. Introduction to company’s software and technology infrastructure: The new Accounting Practice Manager should receive training on the company’s software and technology infrastructure, including email systems, document management systems, and any other relevant tools. This task is typically performed by the IT department or a designated trainer.

15. Review of company’s disaster recovery and business continuity plans: The Accounting Practice Manager should be familiarized with the company’s disaster recovery and business continuity plans, including their role in the event of a crisis or emergency. This task is usually performed by the Risk Management or Operations department.

16. Introduction to company’s professional development opportunities: The new Accounting Practice Manager should be informed about the company’s professional development opportunities, including training programs, certifications, and conferences that can enhance their skills and knowledge. This task is typically performed by the Human Resources or Learning and Development department.

17. Review of company’s performance metrics and key performance indicators: The Accounting Practice Manager should be provided with an overview of the company’s performance metrics and key performance indicators, and how they are measured and reported. This task is usually performed by the Finance or Strategy department.

18. Introduction to company’s communication channels: The new Accounting Practice Manager should be familiarized with the company’s communication channels, including email, intranet, and any other platforms used for internal communication. This task is typically performed by the IT department or a designated trainer.

19. Review of company’s financial policies and guidelines: The Accounting Practice Manager should receive training on the company’s financial policies and guidelines, including expense reimbursement, procurement, and cash management procedures. This task is usually performed by the Finance or Compliance department.

20. Introduction to company’s performance management system: The new Accounting Practice Manager should be informed about the company’s performance management system, including goal setting, performance feedback, and recognition programs. This task is typically performed by the Human Resources department or the immediate supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Accounting Practice Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Accounting Practice Manager up to speed and working well in your Finance team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.