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

In this special episode of the Modern CPA Success Show, the internal Summit Virtual CFO by Anders onboarding team comes together discuss successful client onboarding strategies. They explore the need for a formalized onboarding process, the role of discovery in understanding client needs, and the importance of building strong relationships. The conversation also covers the value of internal team involvement, the significance of leadership in remote meetings, and the support provided by ancillary roles within an organization. The episode emphasizes the importance of communication, resource utilization, and personalized service in fostering successful client engagements and advisory relationships.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.