Stop Hiring Just to Survive: Build a Team That Grows with Your Practice

Most small practices hire out of panic—when things get too busy to cope. But real sustainability comes from hiring with strategy, not stress. This session gives accounting and tax practitioners the tools to recruit the right people, structure small teams for success, and avoid the costly cycle of hiring, training, and losing staff. Because when your team works, your practice works.

2 CPD units September 2, 2025 1 presenter

What will set you apart

By completing this course you will gain the following competencies

How to define the roles you actually need in a small practice
When to hire staff vs outsource vs automate
How to recruit people who align with your practice values and client expectations
What to include in basic job descriptions, contracts, and onboarding checklists
How to manage performance and retain good people without corporate red tape

Event breakdown

What roles are you trying to fill? Admin, technical, client-facing?
Mapping your current pain points to team solutions
When to hire vs outsource vs use automation
Defining roles, deliverables, and responsibilities
Writing real-world job descriptions that attract the right candidates
Screening for mindset, not just skills
Where to find candidates on a budget
Interviewing for small practices: practical, honest conversations
Contracting, probation periods, and CIBA-compliant onboarding basics
Setting expectations from day one
Creating simple systems and workflows to support your team
How to delegate without micromanaging or losing quality
Performance check-ins without the paperwork overload
Creating growth opportunities for staff in a small practice
When (and how) to part ways without damaging your brand

Category: Practice ManagementType: CPD CourseCPD category: Practice Management

Description

Growing a practice doesn’t mean hiring like a corporate. You don’t need a big team—you need the right one. This session is built for independent practitioners who want to scale sustainably by bringing in the right skills at the right time. You’ll learn how to define your needs, structure simple hiring processes, and recruit people who’ll actually stick around. Whether you’re hiring your first assistant or building a lean, reliable team, this session shows you how to do it without burning out or going broke.

Presenters

Leana van der Merwe — Leana: Leana van der Merwe, with 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Practice Management.

Requirements

Laptop, desktop, or mobile device with internet access
Microsoft Edge, Google Chrome, Safari, or Firefox browser