CFO Community Blog | Summit CPA

Onboarding for Successful Client Relationships

Written by Summit Marketing Team | Jul 18, 2023 10:00:00 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.

 

 

 

EPISODE NOTES

“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:


 

 

 

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