Onboarding and why it's critical in Tax Season
Play • 40 min

Often in the heat of tax season we overlook our own policies and procedures, including during the recruitment and onboarding process of new team members. And nine times out of ten, this is where problems first arise. We might speed up the recruitment process, we might put cultural fit to the side for the time being - just to get the capacity we need. And once they're in the firm, we want them to hit the ground running, so we'll likely race through the orientation and training process - I mean who has the time for this...

As you have no doubt experienced; stress, overtime and turnover are the likely end result. So before you head down this path, take a breath, listen to this episode again, and stick to your long term strategic plan. maybe even say no to that prospective new client.

How is your tax season going so far? Get in touch and let us know. If you'd like us to help with a tax season half-time workshop get in touch with us via LinkedIn.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH

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