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Trainee Accountant to Senior: How to Progress in Practice (Quickly!)

​Throughout my career as a specialist recruiter in professional practice, I’ve had the privilege of working with many talented, ambitious accountants, and some have progressed faster than others. While every journey is unique, there are clear patterns in what helps people move from trainee roles into more senior finance jobs within professional practice. Drawing from this experience, I’ve put together a set of strategies any accountant can adopt to accelerate their career up the professional practice ladder. These tactics have proven to be highly effective for those aiming to achieve their professional goals efficiently and successfully. ​​Embrace Increasing Responsibility​As you begin your career in accountancy, the scope of your duties often starts with basic tasks such as data entry, reconciling accounts, and preparing reports. While these tasks are important for building a foundation, taking on more responsibility is key to developing the skills and experience needed for progression in practice.Start by volunteering for more complex tasks that stretch your skillset, such as handling larger client accounts, managing financial forecasting, or (if possible) participating in audits. These challenges will expose you to new aspects of accountancy and allow you to learn beyond the day-to-day duties. Another way to progress quickly is by taking on leadership roles within a team or department. Taking on the responsibility of overseeing junior staff, delegating tasks, and ensuring deadlines are met can significantly enhance your development and provide you with the invaluable ‘management experience’ which is essential for trainee accountants looking to advance to the next step in their professional practice careers. ​Continuous Learning and Self-Development​As you challenge yourself with new responsibilities, actively pursuing knowledge and development goes hand in hand with completing further qualifications. Traditionally, most accountants I work with are newly or nearly AAT qualified which is a fantastic accomplishment in itself but for those with aspirations of climbing the ladder the next step should be further studies. Qualifications such as the ACA, ACCA or CTA (depending on your chosen specialism) will allow you to strengthen your technical expertise. It’s worth mentioning here that a good training contract and mentor are invaluable for the next step in your journey and should be a big factor when deciding to look for a new role after completing your AAT. ​Finding a Mentor Another important aspect of progressing quickly in accountancy is developing relationships with more experienced colleagues, supervisors, and managers. By seeking mentorship from more experienced professionals, you can gain insights into how they managed their career progression. Also, they can guide you in taking on appropriate challenges and responsibilities and help you navigate the complexities of the profession. Many of the most successful finance professionals credit their career growth to strong mentorship relationships established early in their journey. ​Networking​Networking is one of the most underutilised tools for career progression in finance. While it might feel intimidating at first, networking allows you to connect with and learn from likeminded individuals, stay informed about trends in professional practice, and discover new opportunities. One of the primary reasons networking is important is that it helps build valuable relationships that can last your career. By connecting with colleagues, senior professionals, and other stakeholders, you gain access to a wealth of knowledge, insights, and opportunities that can propel your career forward. Ultimately, networking is not just about what you can gain but also about what you can offer to others. By fostering meaningful relationships, you contribute to a collaborative and supportive community that benefits everyone involved. Here at Sharp Consultancy, we host events across the year and have a long-standing relationship with various institutions and training groups including S&DCASS (Sheffield and District Chartered Accountants Student Society), LCASS (Leeds Chartered Accountants Students Society) and First Intuition to host events that bring studiers together from various firms throughout Yorkshire. It really is a brilliant first step in your networking journey. ​Whether you're just starting out or already on your way up, accelerating your career in professional practice comes down to a mix of mindset, opportunity, and action. By embracing responsibility, committing to continuous learning, building genuine relationships, and tapping into the right support networks, you’ll put yourself in the best possible position to thrive. If you’d like to explore how to take that next step—or just want to chat through your options—I’d love to hear from you. Let’s connect and start shaping your future together. Charlie Marper, Business Manager, charliemarper@sharpconsultancy.com – 0114 261 1700 ​Looking for your next career move in finance or accountancy? At Sharp Consultancy, our expertise lies in matching your potential with the perfect temporary, interim, or permanent position. With a well-established presence in Leeds and Sheffield, our seasoned team of consultants extends their services across Yorkshire and beyond. Don't wait for opportunity to knock, reach out to us TODAYand let's chart your career path together. ​

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How to Pass Your Probation Period – Tips for Employees and Employers

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Starting a new finance or accountancy role often comes with a probation or trial period—typically lasting between three and six months. This critical phase allows employers to assess if a new hire is the right fit for the team, and gives new employees the opportunity to decide if the company aligns with their career aspirations.

At Sharp Consultancy, we support clients and candidates across Yorkshire and the North of England to ensure every placement is a successful, long-term match. Whether you're an ambitious Part-Qualified Accountant, an experienced Finance Director, or hiring for your finance team, here are our expert tips to make the most of the probation period.

Tips for New Employees: Make a Great First Impression

1. Nail the Basics

No matter how experienced you are, the early days in a new role can feel overwhelming. New systems, processes, and people all take time to adjust to.

Set yourself up for success by:

  • Arriving on time and dressing professionally

  • Being friendly, enthusiastic, and approachable

  • Asking questions when in doubt

  • Showing a willingness to learn and adapt

First impressions count—so keep them positive.

cartoon working from home environment with computer chair, desktop, books and a lamp on a pink peach background.

2. Pace Yourself and Learn the Ropes

While it's natural to want to hit the ground running, your new employer doesn’t expect you to know everything on day one.

Use your probation period to:

  • Ask smart questions

  • Read up on company background and previous projects

  • Observe how different departments operate

  • Absorb the company’s culture and processes

This approach is especially useful in complex finance functions, such as management accounting, financial planning, or audit roles.

3. Lend a Hand Where You Can

If your workload is still building up, offer support to colleagues on ongoing tasks and projects. It’s a great way to:

  • Demonstrate you’re a team player

  • Gain practical insights into company operations

  • Build rapport with new colleagues

Your communication and collaboration skills will shine—and these are especially valued in finance teams of all sizes.

4. Avoid Office Politics

Stay professional and steer clear of gossip or comparing your new workplace to your previous one. Don’t:

  • Badmouth former employers

  • Criticise your predecessor

  • Push for major changes before understanding existing systems

Maintain neutrality and show respect for the existing team dynamics.

5. Leave on Good Terms, Start on Better Ones

Even if you left your last job under difficult circumstances, avoid speaking negatively about past employers or colleagues. The finance and accountancy sector—especially across Yorkshire and the North—is a close-knit community, and word travels fast.

Tips for Employers: Help New Starters Succeed

Hiring the right person is only the beginning. Supporting their success during probation can significantly increase retention and long-term productivity.

1. Set Clear Objectives and Expectations

Ensure each new hire receives:

  • A detailed job description

  • A list of key responsibilities

  • Clear and achievable goals for their first few months

This is especially crucial for roles such as Financial Controller, Finance Business Partner, or any senior finance position where expectations may be high from day one.

2. Give Time to Settle In

Even if you need an immediate impact, give new employees time to:

  • Understand the company structure

  • Settle into their role

  • Learn internal systems and workflows

Offer relevant background materials and introductions to key contacts early on.

3. Be Approachable and Supportive

Book in regular one-to-one catch-ups to:

  • Answer questions

  • Offer feedback

  • Provide reassurance

Make yourself accessible and show that you're invested in their success. A consistent check-in during probation is one of the most effective retention tools for finance professionals.

4. Avoid Criticising Former Employees

Even if you're hoping the new hire will bring a fresh perspective, avoid speaking poorly about their predecessor. Focus instead on the goals ahead and how the new recruit can bring value.

5. Assign a Project or Ownership Early On

Allow new team members to take on a small but meaningful project. This helps:

  • Boost confidence

  • Showcase their strengths

  • Prove their value to the wider team

It also reinforces why they were the right hire in the first place.

Sharp Consultancy: Your Partner for Successful Recruitment

At Sharp Consultancy, we specialise in the recruitment of temporary, interim and permanent finance professionals across Sheffield, Leeds, and the wider Yorkshire region. Our experienced consultants ensure both clients and candidates are fully prepared for long-term success—right from day one.

Looking for your next career move in finance or accountancy? At Sharp Consultancy, our expertise lies in matching your potential with the perfect temporary, interim, or permanent position. With a well-established presence in Leeds and Sheffield, our seasoned team of consultants extends their services across Yorkshire and beyond. Don't wait for opportunity to knock, reach out to us TODAYand let's chart your career path together.