People are your current constraint
If your firm feels harder to run than it should, your team structure may be part of the reason.
This can show up as unclear roles, uneven performance, and reliance on a few individuals. Work does not always flow as smoothly as it could.
Over time, this increases pressure and keeps more of the business with you.
Below, you’ll find exactly how to fix it.
What this is costing you
Start here
If people are your constraint, this is where to begin.
Start by understanding how your team is working today, where the pressure points are, and what needs to change to make the business easier to run.
What this looks like in practice
Improving your people structure does not happen all at once. It starts with understanding how your team is currently set up, then making small, structured changes that improve performance, clarity, and consistency over time.
Below, you will find resources to help you do exactly that. Whether you are reviewing your team or ready to make changes, there is a clear next step.
Build Your Team Foundations
New starter onboarding checklist
This onboarding checklist helps you create a smooth, structured experience for new hires. It includes step-by-step guidance, ready-to-use email templates, and a clear day one plan to ensure every new team member is set up for success from the start.
The ultimate first interview & vibe check toolkit for accountants & bookkeepers
This toolkit helps accounting firms assess both skills and cultural fit during interviews. It streamlines the hiring process, saving time and improving decision-making by focusing on candidates who align with your team’s values, ensuring you hire people who truly fit your business.
Build Your Team Properly
The Technical Skills Test Toolkit: for accountants & bookkeepers hiring with confidence
This toolkit helps you assess candidates’ technical ability before hiring. It includes ready-to-use tests, structured questions, scoring guidance, and practical tasks for every level, from junior to manager, so you can confidently evaluate skills, experience, and commercial awareness before making an offer.
Hiring 101
This toolkit helps you make confident hiring decisions with practical frameworks, real examples, and step-by-step guidance. Learn what to delegate, define the right role, and run a values-led hiring process, supported by an on-demand webinar and downloadable resources.
Strengthen Leadership And Performance In Your Team
How to hold personal development sessions with your team
This toolkit helps you run effective personal development sessions that improve team performance, engagement, and growth. Learn how to structure sessions, set meaningful goals, and support individual development, with practical guidance, tools, and an on-demand webinar to help you build a stronger, more consistent team.
Continue Developing Your Team
If you want to go deeper into how to structure and manage your team in a growing accounting firm, the Practice Owners Podcast shares practical insights, real examples, and honest conversations around improving performance, reducing pressure, and creating a business that runs more effectively.
The Practice Owners Podcast ™
The Practice Owners Podcast ™ is the blueprint to perfecting your practice for bookkeepers, accountants and wannabe practice owners.
If you’re starting, running or scaling a practice and you want to change the way your practice feels then you’re in the right place.
But this isn’t just a podcast.
It’s a behind closed doors community, weekly episodes straight into your inbox on DEEP practice topics covering practice management, marketing, and managing a team.
Whether you’re looking to increase efficiency, boost profitability, or simply stay ahead of industry trends, the Practice Owners Podcast ™ offers everything you need in one place.