Episode 224: The Onboarding Mistakes Costing Accounting Firms Their Best New Hires

A new team member's impression of your firm starts well before their first day. If their email isn't set up, the team doesn't know they're arriving, and your SOPs are buried where no one can find them; even a strong hire can start to wonder whether they've made the right move. In this episode, Dani Bray, Head of WizeTalent, and Kristy Fairbairn, Wize mentor, break down what a strong onboarding process looks like in an accounting firm. They cover what to sort before day one, how to set clear goals for the first 90 days, and the early hiring mistake that taught Kristy to be upfront about where her firm was at. You'll learn:  ✅ What to have sorted before a new hire's first day  ✅ How onboarding buddies and intro calls build rapport in remote teams  ✅ How to spot adaptability when hiring experienced team members  ✅ How to set 30- and 90-day goals, KPIs, and performance reviews from the start  ✅ How to use Loom SOPs, recorded training and shadowing to speed up learning  ✅ How to tell when a performance issue is really an onboarding gap If you've ever hired someone great and watched them struggle through their first few months, this episode will change the way you think about onboarding. ________________   PS: Whenever you’re ready… here are the fastest 4 ways we can help you fix and grow your accounting firm:    1. Download our famous Wize Freedom Map for FREE - Find out the 101 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here  2. Need to hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here  3. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here