Client Onboarding with Robert Colburn
About his recent presentation at DigitalCPA: The sale is complete and now you have to ensure the client stays excited about working with your firm. How long does it take to onboard a client? Who should be involved? How do you get the client to change to your processes and tools without overwhelming them with change? What are the systematized steps to onboarding? These questions, and others, will be discussed in this session. About Robert: Robert came to CliftonLarsonAllen LLP (CLA) in November 2014 transitioning over from a current outsourcing client of the firm. Robert has experience with several prestigious non-profits & higher education institutions in the Washington, D.C. area such as: the University Professional & Continuing Education Association, the American Physical Therapy Association, Georgetown University, & the National Academies of Science & Medicine. Robert is currently front running the firm wide Bill.com Team for support & sales; he also provides support for several other applications in the Washington, D.C. area such as QuickBooks for Desktop & Online, Intacct, and Association Management Systems.