Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest

Tom and Adam discuss the critical role of onboarding in accounting firms. They highlight the necessity of a structured approach to make a strong initial impression on new clients. Adam advocates for setting explicit expectations and developing a systematic onboarding procedure, while Tom details activities like accounting and advisory discovery. They explore the contributions of project management and client success managers in streamlining the onboarding experience. The conversation also covers the importance of continuously refining the onboarding process to ensure client contentment, underlining its influence on enduring client relationships and the firm's prosperity.

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.