GWCPA 1st Week Outline

4. GWCPA Typical 1 st Week Outline 

Day #1 - Work with Firm Administrator and Operations Specialist Day o Building Tour and Locker Presentation. o Discuss firm’s policies on independence, quality control and confidentiality. o Review professional liability training (Camico). Camico Training Video o Receive additional guidance on office etiquette, dress code and communication guidelines for internal teams and external emails. o Provide acknowledgment of understanding and certification of independence. o Receive training on customer service principles and schedule Feedback (MACPA) training. o Provide access to all necessary technology and server. o Attend new employee lunch celebration and meet the team. o Receive training on how to track work hours, leave and holidays. Time Ticket Training o Receive access to SOP Document, Overview Video and Signature Document and complete acknowledgment checklist.

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Day #2 - Work with your Buddy Day o Receive an overview of how we work at GWCPA and what a typical day in accounting looks like. o Training on managing work schedules and a walkthrough of the firm’s key processes and workflows. o Employee and Manager will verify access to necessary software applications

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Day #3 - Work with Administrative Team Day o Illustrate how we work at GWCPA and what a typical day in payroll looks like. o Illustrate how we work at GWCPA and what a typical day IT looks like. o Illustrate how we work at GWCPA and what a typical day in admin support looks like. o Ask Questions Day.

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Day #4 - Work with Managing Partner Day and Lunch with Partners o Discuss the annual review process. o Discuss pathways for growth and promotion. o Provide resources for professional development.