“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney 

The finer details of this episode:

• Identifying client pain points during onboarding 
• The value of an onboarding specialist in standardizing processes
• Setting expectations for onboarding   

Episode resources:

• Summit CPA website – summitcpa.net
• If you have questions or would like to be a guest on the show, email us at [email protected]