Onboarding A New Client
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
Quote “Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale The finer details of this episode How Summit CPA approaches the onboarding processWhy we have a team designated for onboarding new clients (and why we charge extra fees)The keys to a successful onboarding processExpectations we always set with our clientsBest practices for communicating with clientsWho is involved in onboarding? What are the roles to fi...
