Beyond the Numbers: Cultivating Collaboration and Culture in Bookkeeping Firms

Date & Time
Thursday, September 11, 2025, 4:00 PM - 5:00 PM
Description

Strong teams don’t just happen—they are built through intentional practices that foster communication, collaboration, and trust. Drawing on insights from widely acclaimed books on team building, management, and leadership, as well as practical strategies implemented at Harrop Scott & Associates, this session explores how bookkeeping professionals can develop high-performing teams that deliver exceptional client service and thrive in dynamic environments.

Attendees will learn how to create a culture of open communication, align individual strengths with team objectives, and implement systems that enhance collaboration and efficiency. By examining real-world examples and actionable takeaways, this session will provide bookkeeping professionals with the tools to build resilient, motivated, and high-functioning teams that contribute to both business success and employee satisfaction.

After participating in this session, attendees will be able to:

  • Differentiate between groups and teams, understanding the core elements that transform a collection of individuals into a cohesive unit.
  • Apply strategies for open communication and feedback to foster trust and collaboration among team members.
  • Design engaging training programs that encourage participation from all team members, regardless of seniority.
  • Implement systems like buddy calls and collaborative technology to improve workflow, problem-solving, and team morale.
  • Evaluate and adapt team-building practices to their own firm’s unique challenges and opportunities.
Track
Managing People/Organization
Virtual Access
Live-streamed
CE
1.00 CPD Unit