Standardizing your onboarding process for new clients will help to ensure every client relationship starts off on the right foot, as well as allow your firm to increase efficiency and effectively scale.
This is a collaboration of thought leaders in the accounting and bookkeeping profession, including our Co-founder Judie McCarthy. Together they developed this comprehensive guide to help firms standardize their onboarding processes.
This free onboarding checklist will provide you with:
- An overview of what your firm must establish before standardizing your onboarding process
- Best practices for the “who, what, where, and when” of new client onboarding
- A detailed list of steps to follow to ensure your client has an excellent onboarding experience, every time
Click the link below to access the resource: