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"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp
The finer details of this episode :
- What are we doing now that we haven't done before?
- Why you should have a client onboarding process in place
- What are the important things to consider when building an onboarding client?
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions - cpa@summitcpa.net
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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