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Onboarding for Successful Client Relationships

Published by Summit Marketing Team on Jul 18, 2023 6:00:00 AM

The Modern CPA Success Show: Episode 95


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.





“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 processes

  • Setting expectations for onboarding   


Episode resources:


Importance of Onboarding for Successful Client Relationships



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