4. GWCPA Typical 1 st Week Outline
Da y #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.
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
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.
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.
