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Scale guide · Internal
Hiring Plan Template for Accounting Firms
Hiring the wrong person is expensive. This hiring plan template helps you build a structured, deliberate recruitment process that attracts top talent.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A proactive hiring plan links your firm's growth targets to your talent needs. Use this template to define role requirements, budget for new hires, and build a consistent interview process that evaluates both technical skills and cultural fit. Never hire in a panic; plan your growth to recruit at your own pace.
Why should you have a hiring plan?
Because reactive hiring leads to mismatched expectations and high turnover.
Planning allows you to recruit when you have time to train, not when you are already drowning in work.
Checklist preview
0/4 done · showing 4 of 9 itemsThe full 9-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
Teams and team leads
Group people around pods, offices or specialisms.
See featureRoles and permissions
Control who sees and edits client data.
See featureClient onboarding automation
Standardise requests, checks and first services.
See featureEngagement and collaboration
Team activity visible across client work.
See featureWhat are the common mistakes?
- Hiring in a panic
- Skipping the assessment stage
- Not selling the firm culture
- Lack of an onboarding plan
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
How to find talent?
Leverage your network, use specialised recruitment agencies, and showcase your firm's culture.
How to assess skills?
Use small, real-world tasks as part of the assessment.
How long is the process?
It should be thorough but quick enough not to lose the best candidates.
What is cultural fit?
Alignment with your firm's values and how your team works together.
Should I use temp staff?
Yes, for handling peaks, but don't rely on them for core long-term growth.
How to onboard?
Use a structured plan with clear expectations, training, and early check-ins.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
