The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney The finer details of this episode: Identifying client pain points during onboarding The value of an onboarding specialist in standardizing processesSetting expectations for onboarding Episode resources: Summit CPA website – summitcpa.netI...
