Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
“At the end of the day, it's first impressions. If you get a flat tire those first couple of weeks, it’s just going to really resonate through the entire relationship. You're never going to be able to win back that trust." -Adam Hale The finer details of this episode: ● Importance of onboarding for CPA firms ● Setting clear expectations and creating a process for onboarding ● Activities involved in the onboarding process (accounting discovery, advisory discovery) ● Role of project mana...
