Train to Retain: Building Profitable, Happy Bookkeeping Teams
Date & Time
Friday, September 25, 2026, 10:15 AM - 11:15 AM
Description
Training & Development is the engine behind consistent quality, strong margins, and long-term retention. In this practical session, we’ll go deep on three proven pillars: a living SOP library that standardizes excellence, monthly team training that spreads expertise, and a buddy system that accelerates onboarding and confidence. You’ll leave with ready-to-use templates, a 90-day rollout plan, and simple metrics to track impact—so your firm delivers faster, cleaner work while your team learns, shares, and stays.
After participating in this session, attendees will be able to:
- Structure a living SOP library (owners, update rhythm, nested index).
- Run monthly team training (topic calendar, multi-presenter format, capture-and-share notes).
- Implement a buddy system for onboarding, knowledge transfer, and QA.
- Measure impact with simple metrics (rework %, actual vs budgeted hours, utilization % of juniors, retention).
- Launch a 90-day plan to stand up all three pillars.
Speakers
Track
People First
Location Name
Montreal 6-7
Experience Level
Intermediate
Audience
Accounting Technician / Bookkeeper, Firm Leader