South Offices operates an internal training program that prepares the accounting professionals it places for the official QuickBooks Online certification before they begin working with a client firm. Rather than learning essential workflows after they’re hired, candidates complete structured training covering the day-to-day tasks performed by U.S. CPA firms, including Chart of Accounts setup, bank reconciliations, sales tax, and month-end close. By the time professionals are shortlisted, they’ve already developed hands-on experience with the platform, helping firms reduce onboarding time and start delegating work sooner. Learn more about why we built the program.
Early turnover is often less about the quality of a hire and more about the gap between what a role requires on day one and what a new team member is prepared to do. When accounting professionals need to learn a firm’s primary software after they’re hired, managers spend valuable time training instead of delegating meaningful work.
The South Offices Academy is designed to close that gap before the hiring process begins. Every professional who completes the program receives structured, instructor-led training in the QuickBooks Online workflows commonly used by U.S. CPA firms before taking the official QuickBooks Online certification exam. Instead of spending the first weeks learning the platform, candidates arrive ready to contribute.
A professional who already understands the tools required for the role can become productive more quickly, integrate into the team with less friction, and begin taking ownership of recurring responsibilities earlier. While every hiring decision is unique, reducing the initial learning curve creates a smoother onboarding experience for both the firm and the professional.
A structured, instructor-led program built around QuickBooks Online before client placement.
Candidates complete live sessions and practical exercises focused on real CPA firm workflows.
Training covers core workflows like bank reconciliation, sales tax, and month-end close.
Professionals complete the Academy and are prepared for the official QuickBooks Online certification before they are presented to client firms.
The South Offices Academy is a four-week, instructor-led training program built around QuickBooks Online, one of the most widely used accounting platforms among U.S. CPA firms. The program combines live instruction with guided, hands-on practice designed to reinforce the workflows professionals are expected to perform in real client environments.
Rather than focusing on theory, the Academy emphasizes practical platform experience and concludes with preparation for the official QuickBooks Online certification exam. Professionals complete the program before they’re ever presented to a client, ensuring they’re already familiar with the core accounting workflows the role requires before entering the hiring process. Explore all roles we staff.
The Academy is completed before professionals are shortlisted for client opportunities. It is not an additional onboarding step that extends the hiring timeline.
Firms continue to receive qualified candidate shortlists within 72 hours, and successful hires are still onboarded within the standard 14–21 day timeframe. The difference is that candidates have already completed structured QuickBooks Online training and are prepared for the official QuickBooks Online certification before they reach the shortlist, allowing firms to begin onboarding professionals who already understand the platform instead of teaching its fundamentals after the hire starts. Learn more about how South Offices works.
The client firm shares the accounting role, required responsibilities, and tools used by the team.
Candidates complete structured QuickBooks Online training before they are introduced to the client.
South Offices sends a qualified shortlist within 72 hours, with candidates already trained on QBO workflows.
Once selected, the professional joins the firm through the standard 14–21 day onboarding process.
