The CFO Report cover image

The CFO Report

136. Client Onboarding Secrets

Oct 22, 2024
16:21

One of the best ways to keep Fractional CFO clients longer is by nailing the onboarding process.
This video walks you through my approach.

👉 Looking for a community of Fractional CFOs to help you scale? https://www.thecfoaccelerator.com/innercircle
💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo
🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator
📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode