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“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
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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