Discover the value of seamless client onboarding and learn the four steps to improve relationships and operational efficiency.

4 Steps to Streamline Your Client Onboarding Process

An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.

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Perfectionism is a common pitfall for accountants, but it stunts business growth. In this episode, I'll share practical tips to overcome it.

Perfection Doesn't Scale

Many firm owners work too much without a break. In this episode, I'll share a system to boost your profits while cutting your work hours.

The Firm Freedom System [6 Steps]

Discovery calls are set up with potential clients to assess and secure new business. Learn what you need to focus on to be more successful.

The 4 Goals of Your Discovery Calls

A lot of firms struggle with their marketing. In this episode, I shared a marketing strategy that might be inefficient but works.

The Inefficient Marketing Strategy That Works

When I was running Xen Accounting, I also had my fair share of mistakes. Check out these mistakes and what should I have done instead.

4 Steps to Streamline Your Client Onboarding Process

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