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
In this episode Tom Wadelton and Adam Hale sit down with one of their own, Joey Kinney, a Virtual CFO at Summit, to discuss the importance of onboarding for accounting firms. Joey explains how an onboarding specialist helps to set the foundation for successful client relationships. Collectively, they emphasize the need to tailor the onboarding plan to each client's unique needs and the importance of setting expectations during the onboarding process.
