THE ONBOARDING PROCESS – HOW TO GET IT RIGHT

Trainee Accountant to Senior: How to Progress in Practice (Quickly!)

Throughout my career as a specialist recruiter in professional practice, I’ve had the privilege of working with many talented, ambitious accountants, and some have progressed faster than others. While every journey is unique, there are clear patterns in what helps people move from trainee roles into more senior finance jobs within professional practice. Drawing from this experience, I’ve put together a set of strategies any accountant can adopt to accelerate their career up the professional practice ladder. These tactics have proven to be highly effective for those aiming to achieve their professional goals efficiently and successfully. Embrace Increasing ResponsibilityAs you begin your career in accountancy, the scope of your duties often starts with basic tasks such as data entry, reconciling accounts, and preparing reports. While these tasks are important for building a foundation, taking on more responsibility is key to developing the skills and experience needed for progression in practice.Start by volunteering for more complex tasks that stretch your skillset, such as handling larger client accounts, managing financial forecasting, or (if possible) participating in audits. These challenges will expose you to new aspects of accountancy and allow you to learn beyond the day-to-day duties. Another way to progress quickly is by taking on leadership roles within a team or department. Taking on the responsibility of overseeing junior staff, delegating tasks, and ensuring deadlines are met can significantly enhance your development and provide you with the invaluable ‘management experience’ which is essential for trainee accountants looking to advance to the next step in their professional practice careers. Continuous Learning and Self-DevelopmentAs you challenge yourself with new responsibilities, actively pursuing knowledge and development goes hand in hand with completing further qualifications. Traditionally, most accountants I work with are newly or nearly AAT qualified which is a fantastic accomplishment in itself but for those with aspirations of climbing the ladder the next step should be further studies. Qualifications such as the ACA, ACCA or CTA (depending on your chosen specialism) will allow you to strengthen your technical expertise. It’s worth mentioning here that a good training contract and mentor are invaluable for the next step in your journey and should be a big factor when deciding to look for a new role after completing your AAT. Finding a Mentor Another important aspect of progressing quickly in accountancy is developing relationships with more experienced colleagues, supervisors, and managers. By seeking mentorship from more experienced professionals, you can gain insights into how they managed their career progression. Also, they can guide you in taking on appropriate challenges and responsibilities and help you navigate the complexities of the profession. Many of the most successful finance professionals credit their career growth to strong mentorship relationships established early in their journey. NetworkingNetworking is one of the most underutilised tools for career progression in finance. While it might feel intimidating at first, networking allows you to connect with and learn from likeminded individuals, stay informed about trends in professional practice, and discover new opportunities. One of the primary reasons networking is important is that it helps build valuable relationships that can last your career. By connecting with colleagues, senior professionals, and other stakeholders, you gain access to a wealth of knowledge, insights, and opportunities that can propel your career forward. Ultimately, networking is not just about what you can gain but also about what you can offer to others. By fostering meaningful relationships, you contribute to a collaborative and supportive community that benefits everyone involved. Here at Sharp Consultancy, we host events across the year and have a long-standing relationship with various institutions and training groups including S&DCASS (Sheffield and District Chartered Accountants Student Society), LCASS (Leeds Chartered Accountants Students Society) and First Intuition to host events that bring studiers together from various firms throughout Yorkshire. It really is a brilliant first step in your networking journey. Whether you're just starting out or already on your way up, accelerating your career in professional practice comes down to a mix of mindset, opportunity, and action. By embracing responsibility, committing to continuous learning, building genuine relationships, and tapping into the right support networks, you’ll put yourself in the best possible position to thrive. If you’d like to explore how to take that next step—or just want to chat through your options—I’d love to hear from you. Let’s connect and start shaping your future together. Charlie Marper, Business Manager, charliemarper@sharpconsultancy.com – 0114 261 1700 Looking for your next career move in finance or accountancy? At Sharp Consultancy, our expertise lies in matching your potential with the perfect temporary, interim, or permanent position. With a well-established presence in Leeds and Sheffield, our seasoned team of consultants extends their services across Yorkshire and beyond. Don't wait for opportunity to knock, reach out to us TODAYand let's chart your career path together.

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Creating the right impression for new employees starts before their first day. Getting the onboarding process right is vital to ensuring that your new team members feel part of the organisation and settle in quickly. Here are our top suggestions for what you can do to make sure that the experience is the start of a successful and productive experience for employer and employees.

Having a good onboarding process will contribute significantly to your staff retention levels – it’s not just about the employee needing to make a good impression from the outset; during the first few weeks, new starters will be looking at every aspect of your company.

Get a head start

You don’t need to wait until a new employee’s first day before starting the process; to ensure a smooth transition, consider what information can be gathered and provided in advance – such as copies of policy documents, supply of bank details etc. It is also worth preparing a pack of useful information (which can be provided either online or in hard copy format) which details information about the company and team structure as well as an outline of what to expect during the first week.

One size doesn’t fit all

Whilst there will be information that will be relevant to every employee, try where possible to personalise the onboarding experience so it can be tailored to suit new starters at different levels of seniority and job roles.

Be sure to include relevant information about your new starter’s department, what its key aims and objectives are and how it supports the company’s overall business strategy. Demonstrate that you are looking to support your new team member by providing an introduction to key members of the organisation – particularly those with whom they will need to build a working relationship with quickly.

Information overload

Getting the balance right between providing too much or too little information is a tricky one. As tempting as it might be to make more resources available than necessary so nothing is overlooked, being faced with pages and pages of materials to absorb can be overwhelming and confusing for an individual to get to grips with in a short period of time.

Consider what information is essential and perhaps look at how other resources can be provided in more manageable quantities over a longer time period.

A collective effort

It will primarily be down to a new starter’s line or department manager alongside the company’s HR function to be responsible for the onboarding process but that is not to say other members of the organisation don’t have a key role to play.

An important element of the onboarding process will be to introduce a new employee to other departments and senior managers; ensure they understand how they can contribute and the information that they should share about their role and the work that their teams are involved in.

Feedback

Remember that everything that you offer during the onboarding process should be geared from the employees’ perspective. Be sure to check in with new employees are regular times during their induction and probation period to see if there is anything that they feel hasn’t yet been addressed.

It is also worth regularly reviewing the onboarding process as a whole; speak to people who have recently joined the company to ask what they did or didn’t find useful, what they would have liked to have been included and use this feedback to shape and refine your processes moving forward.

Sharp Consultancy specialises in the recruitment of finance and accountancy professionals. With offices in Leeds and Sheffield our highly experienced team of consultants recruit for temporary, interim and permanent roles across the full spectrum of positions throughout Yorkshire and beyond. CONTACT US today and speak to a member of our team about your next career move.