In this episode of the Accounting Talent Podcast, Rob Brown and Jeff Phillips continue their deep dive into onboarding, focusing on the practical steps accounting firms can take to retain top talent. Building on Part 1, they address how to provide new hires with the resources they need, foster team engagement, and avoid the common pitfalls of onboarding. The discussion includes actionable strategies for creating a seamless onboarding process that increases job satisfaction and reduces turnover. With insights tailored for the modern hybrid workforce, this is essential listening for firm leaders, HR professionals, and anyone passionate about improving employee experience in accounting.

Key Takeaways

Great onboarding reduces turnover and boosts productivity.
Lack of clarity, insufficient resources, and loneliness drive new hires away.
Structured check-ins ensure alignment and support for new hires.
A buddy system helps new hires acclimate and feel supported.
Proactive communication before day one builds emotional connections.
Streamlined tech training prevents frustration with new tools or platforms.
Creating a welcoming culture is a strategic investment in retention.
Onboarding processes must adapt to workforce and tech trends.

Killer Quotes

"Retention starts with clarity, tools, and connection."
"The war for talent is over—and the talent won."
"Treat onboarding like signing a new client."
"Loneliness is a job killer—build engagement early."
"Momentum starts before their first day."
"Don’t make them regret choosing you over the competition."
"A Tiffany pen and a note from the CEO sealed my loyalty."

Accounting Fly Onboarding Checklist:

https://docs.google.com/document/d/1ryANrDaLPUAXyv5mChhsoLNCx0fVXEPATiTkDYp3gps/edit?tab=t.0

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Does Your Website Attract the Talent You Need?

When potential hires visit your website, what’s their first impression? If you’re not sure, Rob Brown’s Employer Brand Audit can give you the insights you need. Rob will create a narrated video walkthrough of your site, highlighting what’s effective and what might be holding candidates back. Ready to attract top talent? Reach out to Rob on LinkedIn for a chat about optimizing your website.

You can watch this specific episode on our YouTube Channel here: https://youtu.be/kxDzocmX2uc

This is the Accounting Talent Podcast, dropping every Thursday to accounting professionals, finance specialists, software vendors, tech providers and influencers in the accountancy, CPA and bookkeeping space. If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Check out the Accounting Talent page on LinkedIn for more relevant content on getting ahead in the hiring game:

https://www.linkedin.com/company/talent-in-accounting

Thanks to our sponsors:

ACCOUNTINGFLY. Accountingfly connects employers with top U.S.-based accounting talent through a variety of services including dedicated searches, Always-On Recruiting, and freelance placements for seasonal or temporary needs. They specialize in remote accounting recruitment, recognizing early on the significant advantages that remote work offers to employers, job-seekers, and their own operations. They pride themselves on their track record of matching the right candidates with the right opportunities and building a robust team of industry experts. Additionally, their partnership with Going Concern—an esteemed source for accounting news and insights—further enhances their ability to stay on the cutting edge of remote recruiting by tapping into a natural pipeline of job seekers.

TOA GLOBAL. TOA helps you hire elite talent for your accounting firm. Join thousands of leading firms empowering their teams with job-ready outsourced accountants & bookkeepers. They work to unlock your firm’s potential with strategic accounting outsourcing services. The "TOA Global Difference" is simple - build a flexible, scalable outsourced accounting team to align with your firm now and as you grow. Crush the talent crisis and outsmart your competitors by adding highly skilled accounting professionals to your firm faster. Permanently increase your firm’s capacity with a dedicated outsourced accounting team in weeks, not months. Access elite professionals and discover a hidden pool of elite accounting talent ready to enable your firm’s growth with additional capacity. Build a dedicated team of highly skilled outsourced accountants and bookkeepers for your firm today.https://toaglobal.com

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.