Accounting Firm Job Description
Created by Grad Mentor
Attract your firm's next great staff member with this job description template.
1,435 downloads
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Staff Onboarding Guide Template
Download your free staff onboarding guide template to personalize and use in your bookkeeping or accounting firm.
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About this template
To help your firm create and standardize your own staff onboarding program, GradMentor has put together a template that allows you to comprehensively plan everything that needs to be checked off.
Divided into activities before your new employee arrives and after they begin, this template covers steps from workstation setup to essential paperwork, and key stakeholder meetings to role review.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Grad Mentor
Every day, Grad Mentor speaks to smart, ambitious and outgoing students about starting their professional career in accountancy, financial planning or information technology. They provide a highly qualified conduit between graduates and the industry, by identifying top performers and introducing them to workplaces. The process allows each client to work with their chosen graduate prior to offering them full-time employment.
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