A+ Academy by Cabot & Main
Onboard And Train Your Accounting Firm Admins in Just a Few Weeks!
Stop wishing your firm had admin staff who knew what they were doing—let us train your team to become confident, capable contributors, ready to support your Accounting Firm from day one.
Get your admin team fully trained and confident in handling your accounting firm’s workflow—quickly and efficiently—so you can focus on running your business.
Running a successful accounting firm shouldn’t mean spending all your time and energy training your administrative staff, or worried that you can't even train them..so why even hire them!
Your admins are the backbone of your accounting firm. But when they aren’t properly trained, it costs you time, leads to errors, and puts more pressure on your team.
You need to be able to trust that your admins can step up confidently and support the firm with the right tools, skills, and knowledge.
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Not having the right training & onboarding in place for your Admins is costing you BIG.
😭Time Lost
You're constantly pulled into small tasks and re-teaching processes.
😭Money Wasted
Mistakes and inefficiencies mean more billable hours going down the drain.
😭Frustration for Everyone
Admins who aren’t confident in their roles aren’t able to fully support your firm’s needs.
😭High Turnover
Studies show that new employees that aren't engaged early on with a meaningful & supportive onboarding are more likely to leave quickly
Once you enroll your admin team in the Accounting Admin Academy, they can...
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Get up to speed quickly with tools like TaxDome, ClickUp, and QuickBooks, boosting your firm's productivity from day one.
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Contribute immediately by applying essential accounting knowledge and terminology to support daily operations effectively.
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Practice safe and secure handling of financial and personal client information, protecting your clients and your firm.
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Manage projects and client communications seamlessly, ensuring nothing falls through the cracks.
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Develop soft skills, like client relationship management and attention to detail, to make a positive, lasting impact on your firm’s reputation.
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Streamline your workflows with automation tools, helping your firm save time and focus on higher-value tasks.
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Be confident and self-sufficient, reducing your need for constant oversight and helping you reclaim your time.
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Feel empowered and motivated, knowing they’re providing value with clear goals, strong communication, and effective problem-solving.
And that is where we come in to help you change the game in your firm.
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Welcome to the Accounting Admin (A+) Academy.
Our self-paced, hands-on training program is specifically designed to help online accounting firms train and onboard their administrative staff. We've taken care of all the detailed processes, tools, and soft skills training your admins need to get up to speed quickly, and contribute earlier to your team.
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And The Best Part is...
👉 This training is completely tailored to Accounting Firms and their Admin team
👉 You'll see an immediate time savings
👉 Creating an effective onboarding has a real, measurable & early impact to your firm
👉 Your Admin Team will grow their confidence and competence through this training program
👉 We've built this program after working with hundreds of accounting firms and their teams, designing programs that will work for your firm
From struggling Admins to Confident Team Players that Want to Stick Around.
Get immediate access for your Admin to their personal Learning Portal inside the A+ Academy, where they will get the tools, templates, and training that will elevate your administrative team's performance
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MASTERING YOUR ROLE
Your Admin team will gain critical knowledge in accounting basics, terminology, and workflows, so they can confidently support your firm's operations from day one. Our step-by-step approach ensures they not only learn the basics, but also learn the right level of skills allowing them to quickly become integral to your firm’s success. Your Admins will also learn how to handle personal and financial data, ensuring the security of your client's information.
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MASTERING SOFTWARE & SYSTEMS
Empower your admin team to master tools like TaxDome, ClickUp, and QuickBooks with our comprehensive training. We walk them through every step to become proficient in managing projects, workflows, and client accounts with ease and accuracy.
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ELEVATE CLIENT SERVICE & COMMUNICATION
Enhance your team’s communication skills and client service practices. We’ll guide them on how to build trust with clients, manage relationships, and effectively handle client inquiries and documents — ensuring an exceptional client experience.
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[BONUS] TAXDOME DEEP DIVE TRAINING
Unlock the full potential of TaxDome! With our deep dives, your admin team will learn how to use the core features inside TaxDome so that they can contribute quickly in their role. They will also use these trainings to help streamline your accounting processes and improve efficiency for your firm inside TaxDome.
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[BONUS] FIRM ONBOARDING PLAN + SWIPE COPY
Save time and energy with firm swipe copy for onboarding and training new hires, plus your onboarding plan to help you navigate the process. Our templates help you seamlessly introduce new team members to your firm’s systems and culture.
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[BONUS] COMMUNITY ACCESS
Gain access to our exclusive A+ Academy Community. Your team can connect with other accounting admins, share insights, and get ongoing support to continue excelling in their roles.
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[BONUS] CUSTOMIZABLE TRAINING PLAN
Receive a fully customizable training plan tailored to your firm’s unique needs. This bonus ensures your team is learning exactly what they need to succeed in their roles, based on your specific operations and tools.
✔️Step-by-step guides to help your administrative team master the critical skills they need to support your accounting firm. From navigating software like TaxDome and ClickUp, to streamlining communications, everything is broken down into manageable tasks with easy-to-follow instructions.
✔️Clear instructions on how your admin can learn new skills and quickly integrate into your firm’s workflow. This means they can hit the ground running with minimal ramp-up time.
✔️Best practices for time management, using tools like the Eisenhower Matrix and communication checklists to organize tasks and improve productivity, so your admins can prioritize high-impact activities while keeping the details in check.
✔️Comprehensive tools like communication templates and feedback frameworks that empower your admin team to manage client interactions with confidence and professionalism — ensuring they handle every client touchpoint with care.
✔️[BONUS] Ready-to-use templates to handle common admin scenarios, including inbox management, document requests, and client interactions — saving time and ensuring consistency across your firm.
✔️[BONUS] Access to our A+ Academy Community, where your admin team can ask questions, share solutions, and get ongoing support from other professionals in the field.
✔️[BONUS] Onboarding Swipe Files for You - to simplify the process of bringing on new hires. These customizable email templates, checklists, and SOP frameworks ensure you stay organized and efficient during every onboarding process.
✔️[BONUS] TaxDome Deep Dive Training, providing advanced trainings and shortcuts to master the software, boost your admin’s productivity, and streamline your firm’s operations with workflow automation and seamless client management.
✔️Get Immediate Access, so your team can start learning right away and begin contributing to your firm’s success without delay!
Take a Look Inside...
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What is ClickUp and why should I use it?It's an awesome project management tool that has so many useful tools, is relatively easy to use and can automate some of your work.
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Do you use other systems instead of just ClickUp?We highly recommend automating and organizing your work in ClickUp since it does so much. We do also use Google Drive and can discuss options if you're looking to stick with Google.
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Can I just do this myself?Of course! If you're up for it, go for it. We're here to help you get where you want to be, FASTER.
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How many hours is the VIP day?The day itself will be 6 hours with some pre-work that you will need to complete as well.
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How do you do it all in 6 hours?We use ClickUp exclusively in our business and with the majority of our clients. Using your pre-work, we will have an idea of how we will design your space ahead of time. We will use the day itself to build and customize your workspace to fit your needs.
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What do you need from me during the actual day?We need you to be available via Voxer and Slack for any questions that pop up. Otherwise, we will have a kick-off call at the beginning and a close-out call at the end via Zoom.
Frequently Asked
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