The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney
May 29, 2023
46:55
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“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney
The finer details of this episode:
Identifying client pain points during onboarding
The value of an onboarding specialist in standardizing processes
The Modern CPA Success Show