Training has never been more important with resource shortages and remote teams. More often than not, critical attention is not given to critical components of a training program. This session will consider components of an effective training program to ensure that the team is equipped to produce quality work as efficiently as possible.

Presented By:
David Smith, Smithink

Key Takeaways:

Build a Smarter Training Program for Your Accounting Firm

Most firms deliver some form of training—usually focused on tax and technical knowledge. But a truly effective program develops your team across six essential areas:

1: Tax and Accounting Technical Training

Keep your team up to date with legislation, issues, and case studies. Tiered sessions ensure relevance for both senior staff and junior team members.

2: IT and Software Skills

Go beyond initial onboarding. Short, practical sessions help staff get more from the tools they use every day and improve overall efficiency.

3: Process Training

Reinforce how work is done in your firm. Regular training helps reduce bad habits, ensures consistency, and creates space for process improvement.

4: Product and Service Awareness

Ensure your team understands the full range of services your firm offers—so they can identify opportunities to support clients more effectively.

5: Personal Development

Support soft skills such as communication, leadership, and time management. Stronger individuals lead to stronger teams and better client relationships.

6: Policy and Compliance Training

Help your team stay informed about employment policies, workplace expectations, and how to respond if issues arise.

Key Elements of a Successful Program

• Regular, short-format sessions
• Team involvement in delivering training
• A published calendar with clear ownership
• Feedback loops through performance and end-of-job reviews

Need support building or refining your training program?

Smithink works with accounting firms to create tailored, practical training programs that lift the team’s capability and performance. Get in touch if you would like to find out more.