Lessons Learned in Client Onboarding

In the first quarter of 2020, we published an episode and talked all about client onboarding. We wondered what has changed at Summit CPA since? And thought why not circle back on this topic to discover the lessons we've learned. Today, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Adam Hale, our COO and Co-founder; Lydia Rapp, our Project Manager takes a step back to look at how far we've come in terms of onboarding clients and deep dive into the fundamentals of having a reliable process in place.

Om Podcasten

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.