How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?

“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam Hale

The finer details of this episode:

• Importance of formalized onboarding processes
• Building strong client relationships
• Leveraging support resources for successful onboarding
• Significance of discovery in the onboarding process
• Building relationships with clients and internal team members
• Leadership and collaboration in ancillary roles
• Leveraging resources and coaching relationships for career progression
• Effective communication and collaboration within the team and with clients
• Tailoring services to meet specific client needs
• Utilizing available resources for ongoing success

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/
• Connect with us on LinkedIn: https://www.linkedin.com/company/vcfobyanders/, https://www.linkedin.com/in/adamhalecpa/, https://www.linkedin.com/in/joey-kinney-cpa-60658188/

Timestamps:

Welcome to the Modern CPA Success Show (00:00:00)

Introduction to the podcast and its mission to provide insights on accounting innovations.

Background of Onboarding (00:00:58)

Discussion on the formalization of the onboarding process and its importance for client success.

Discovery Process in Onboarding (00:04:28)

Importance of the discovery process in understanding client's financial status and needs.

Elevate Your Firm with a Virtual CFO Playbook (00:05:08)

Promotion of a comprehensive online series for providing scalable CFO services.

CFO's Perspective on Discovery (00:06:19)

Insight into the CFO's perspective on client discovery and understanding their business goals.

Building Relationships in Onboarding (00:09:26)

Tips for building relationships with clients and internal team members during the onboarding process.

Client Relationship and Engagement (00:13:45)

Importance of establishing trust and personal connections with clients during the onboarding process.

Support Resources in Onboarding (00:17:33)

Discussion on the role of support resources, including project managers and financial support, in the onboarding process.

Architecting and Leading Engagement (00:18:32)

Discussion on the role of CFOs in leading engagements and leveraging resources effectively.

Coaching Expectations (00:19:39)

Exploration of the coaching structure and the expectations for individuals seeking coaching.

Utilizing Resources and Collaboration (00:20:57)

Importance of utilizing resources, seeking help, and collaborating for successful outcomes.

Expectations and Collaboration (00:22:29)

Emphasizing the importance of understanding