Accelerating Junior Staff Development with DFK Hirn Newey
“It increases their confidence. Even if it’s a new client, the process is familiar because everything’s consistent.”
DFK Hirn Newey implemented Cimplico Workpapers to bring structure and consistency to their workflow, but one of the biggest wins has been how it fast-tracks the growth of their junior and offshore team members.
While they were committed to developing their junior accountants, they knew the wrong workpaper tool would make it harder than it needed to be. Inconsistent formats and workflows meant junior staff would need hands-on guidance to get through even routine jobs.
Cimplico made all the difference. With embedded procedures, reusable templates, and consistent job layouts, preparers are able to confidently take on more responsibility without needing constant supervision. “You can go through the first job with them, but after that they’ve got more power to do it themselves,” says Britt.
Because every job followed the same layout, juniors could move between clients without needing to be re-trained each time. The methods and criteria were locked in, so preparers couldn’t go rogue with formulas or workflows. This gave junior staff much-needed clarity, and gave managers the confidence to delegate more complex tasks, knowing the work would stay on track.
The result was less hand-holding, fewer questions, and faster progression for the whole team.
“The procedures and the checklists are lifesavers. Juniors have prompts and reminders for what they should be doing and what they should be checking.”
“The procedures and the checklists are lifesavers. Juniors have prompts and reminders for what they should be doing and what they should be checking.”
Faster Speed to Competency across the team
Clear, consistent workpapers helped preparers get up to speed more quickly, reducing onboarding time and lifting capability across the board.
Review notes dropped significantly
Standardised processes reduced inconsistencies and errors, leading to fewer review points and smoother handovers between preparers and reviewers.
Leaders delegated with confidence
With every job following the same structure, partners were able to assign work more widely, knowing team members firm-wide had the tools and guidance to get it done right.
Less time spent training and explaining
Embedded checklists and clear instructions meant team members could work more independently, cutting down on daily questions and the need for repeated walkthroughs.
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