Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney

“Don't let the needs of the present get in the way from the needs of the future. Build that future, invest now, and it'll pay for itself in the long run.” – Joey Kinney 

The finer details of this episode:

• Importance of training and developing the advisory mindset
• Challenges of merging existing processes during onboarding
• Building relationships and personal connections with clients

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
• Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/