The Accountant Performance Review Template is designed to facilitate consistent and fair evaluation of accounting professionals while ensuring compliance with English and Welsh employment law. It provides a structured approach to assessing technical competencies, professional development, and performance objectives specific to accounting roles. The template incorporates regulatory requirements from the Financial Reporting Council, professional body standards, and data protection considerations, making it suitable for both practice and industry settings. It serves as a crucial tool for career development, succession planning, and maintaining professional standards in accounting roles.
Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Employee Information: Basic details including name, position, department, and review period
2. Core Competencies Assessment: Evaluation of fundamental accounting skills and professional capabilities including technical accuracy, regulatory compliance, and ethical standards
3. Technical Skills Review: Assessment of specific accounting and financial management abilities including software proficiency and technical knowledge
4. Performance Objectives Review: Evaluation of achievement against set targets and key performance indicators
5. Professional Development: Review of CPD activities, qualifications progress, and future development needs
1. Client Feedback: Assessment section for reviewing client satisfaction and relationship management for client-facing accountants
2. Team Leadership Assessment: Evaluation of management and leadership capabilities for senior accountants with team management responsibilities
3. Project Management Review: Assessment of project handling capabilities and delivery for accountants involved in specific projects
1. Performance Metrics Summary: Detailed breakdown of quantitative performance indicators and achievements
2. CPD Record: Comprehensive list of professional development activities completed during the review period
3. Action Plan: Detailed plan of agreed development actions, timeline, and success metrics
4. Previous Review Summary: Overview of progress made since last review including completed objectives and ongoing development areas
What are good performance review questions for an accountant?
When conducting performance reviews for accountants, it's essential to ask questions that assess their technical skills, attention to detail, and ability to meet deadlines. Some good performance review questions could include: How have you ensured compliance with tax regulations and reporting requirements? You may also inquire about their communication skills, problem-solving abilities, and how they've contributed to the overall success of the accounting team or organisation.
What metrics should you use to evaluate an accountants performance?
When evaluating an accountant's performance, it's crucial to consider metrics that align with their role and responsibilities. Additionally, an accountant's proficiency in using relevant software and their ability to communicate complex financial information clearly to stakeholders are valuable indicators of their performance. It's also advisable to seek feedback from clients or colleagues who work closely with the accountant to gain a well-rounded perspective.
Find the exact document you need
Maintenance Employee Evaluation
A template for evaluating maintenance employees' performance, compliant with English and Welsh employment law.
Executive Performance Evaluation
A template for executive performance evaluation compliant with English and Welsh law, providing a structured framework for leadership assessment.
Hourly Performance Review
A legally compliant template for conducting hourly employee performance reviews under English and Welsh law.
Narrative Performance Review
A legally compliant template for conducting employee performance reviews in England and Wales.
60 Day Performance Review
A legally compliant 60-day employee performance review template for use in England and Wales.
Real Estate Performance Review
A standardized template for evaluating real estate asset performance under English and Welsh law.
Vendor Performance Evaluation
A standardized template under English and Welsh law for evaluating and monitoring vendor performance against defined criteria and KPIs.
Board Self Evaluation
A governance document under English and Welsh law designed to facilitate board performance assessment and effectiveness review.
Performance Appraisal
A legally compliant template for conducting employee performance reviews in England and Wales.
Senior Management Review
A performance review template for senior managers, compliant with English and Welsh law, facilitating structured evaluation and objective setting.
Accountant Performance Review
A standardized template for conducting accountant performance reviews, compliant with English and Welsh law and professional standards.
Healthcare Performance Review
A standardized template for healthcare professional performance reviews in England and Wales, compliant with NHS and CQC requirements.
General Manager Performance Review
A legally compliant template for conducting General Manager performance reviews under English and Welsh law.
Chef Performance Review
A legally-compliant template for evaluating chef performance under English and Welsh law, focusing on culinary skills and food safety standards.
Warehouse Employee Performance Review
A legally compliant warehouse employee performance review template for use in England and Wales, designed to evaluate warehouse workers' performance effectively.
Values Based Performance Review
A legally compliant template under English and Welsh law for conducting value-aligned employee performance reviews.
Upward Evaluation
A legally compliant template for upward evaluation of managers under English and Welsh law, enabling structured feedback from employees to their supervisors.
Talent Evaluation
A legal framework for standardized talent assessment under English and Welsh law, ensuring compliant and fair evaluation procedures.
Senior Executive Performance Review
A legally-compliant template for conducting senior executive performance reviews under English and Welsh law.
Recruiter Performance Review
A legally compliant template for conducting recruiter performance reviews under English and Welsh law.
Qualitative Performance Review
A standardized template for conducting employee performance evaluations under English and Welsh law.
Project Manager Performance Review
A legally compliant project manager performance review template for use in England and Wales, designed to evaluate project delivery and management capabilities.
Probation Review
A standardized template for conducting employee probation reviews under English and Welsh employment law.
Performance Improvement Plan Review
A template for reviewing employee performance improvement progress under English and Welsh law.
Performance Appraisal And Development Plan
An English and Welsh law-compliant template for conducting employee performance reviews and setting development goals.
Peer Evaluation
An English and Welsh law-compliant template for conducting structured peer-to-peer evaluations within organizations.
Mid Probation Review
A template for conducting mid-probation performance reviews under English and Welsh employment law.
Leadership Performance Review
A standardized template for evaluating leadership performance, compliant with English and Welsh employment law and best practices.
Interim Performance Review
A legally compliant template for interim employee performance reviews under English and Welsh law.
Engineer Performance Review
A legally compliant engineer performance review template for use in England and Wales, designed to evaluate technical and professional competencies.
Customer Service Appraisal
A standardized template for evaluating customer service staff performance, compliant with England and Wales employment legislation.
Competency Based Performance Review
A legally compliant template for conducting competency-based performance reviews under English and Welsh law.
Coach Performance Review
A legally compliant coach performance review template for use in England and Wales, enabling structured evaluation of coaching staff and development planning.
Cleaner Performance Appraisal
A UK-compliant template for conducting performance appraisals of cleaning staff, aligned with English and Welsh employment law.
Apprentice Performance Review
A template for conducting apprentice performance reviews, compliant with England and Wales apprenticeship regulations.
Annual Review Report
A template for annual company performance reviews compliant with English and Welsh law requirements.
Annual Management Review
A structured template for annual management reviews compliant with English and Welsh law, facilitating comprehensive organizational performance evaluation.
Agency Performance Review
An England and Wales law-compliant template for structured evaluation of agency performance and service delivery.
Account Management Review
A standardized template under English and Welsh law for evaluating and documenting client account performance and relationships.
Vendor Appraisal Form
An England & Wales document assessing vendor capabilities, compliance, and risks for informed procurement decisions.
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)