Quote“Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale  The finer details of this episode <ul><li>How Summit CPA approaches the onboarding process</li><li>Why we have a team designated for onboarding new clients (and why we charge extra fees)</li><li>The keys to a successful onboarding process</li><li>Expectations we always set with our clients</li><li>Best practices for communicating with clients</li><li>Who is involved in onboarding? What are the roles to fill?</li><li>How long onboarding takes for us and what the timeline looks like</li></ul> Episode resources<ul><li>Summit CPA website - <a href='http://www.summitcpa.net/'>www.summitcpa.net</a></li><li>Email us with questions - <a href='mailto:cpa@summitcpa.net'>cpa@summitcpa.net</a></li></ul>

Quote “Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale The finer details of this episode How Summit CPA approaches the onboarding processWhy we have a team designated for onboarding new clients (and why we charge extra fees)The keys to a successful onboarding processExpectations we always set with our clientsBest practices for communicating with clientsWho is involved in onboarding? What are the roles to fill?How long onboarding takes for us and what the timeline looks like Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale&nbsp;&nbsp;The finer details of this episode&nbsp;<ul><li>How Summit CPA approaches the onboarding process</li><li>Why we have a team designated for onboarding new clients (and why we charge extra fees)</li><li>The keys to a successful onboarding process</li><li>Expectations we always set with our clients</li><li>Best practices for communicating with clients</li><li>Who is involved in onboarding? What are the roles to fill?</li><li>How long onboarding takes for us and what the timeline looks like</li></ul>&nbsp;Episode resources<ul><li>Summit CPA website - <a href="http://www.summitcpa.net/" rel="noopener noreferrer">www.summitcpa.net</a></li><li>Email us with questions - <a href="mailto:cpa@summitcpa.net" rel="noopener noreferrer">cpa@summitcpa.net</a></li></ul>

Onboarding A New Client

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.

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Onboarding A New Client

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