“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:<ul><li>Identifying client pain points during onboarding </li><li>The value of an onboarding specialist in standardizing processes</li><li>Setting expectations for onboarding   </li></ul> Episode resources:<ul><li>Summit CPA website – <a href='http://www.summitcpa.net'>summitcpa.net</a></li><li>If you have questions or would like to be a guest on the show, email us at <a href='mailto:mcpasuccessshow@anderscpa.com'>mcpasuccessshow@anderscpa.com</a></li></ul>

“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 processesSetting expectations for onboarding Episode resources:Summit CPA website – summitcpa.netIf you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

“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&nbsp; The finer details of this episode:<ul><li>Identifying client pain points during onboarding&nbsp;</li><li>The value of an onboarding specialist in standardizing processes</li><li>Setting expectations for onboarding&nbsp;&nbsp;&nbsp;</li></ul>&nbsp;Episode resources:<ul><li>Summit CPA website&nbsp;– <a href="http://www.summitcpa.net" rel="noopener noreferrer">summitcpa.net</a></li><li>If you have questions or would like to be a guest on the show, email us at <a href="mailto:mcpasuccessshow@anderscpa.com" rel="noopener noreferrer">mcpasuccessshow@anderscpa.com</a></li></ul>

The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney

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.

Share The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney

Sign up to save your podcasts

The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney

The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney

More shows like The Modern CPA Success Show

Accounting Best Practices with Steve Bragg

Accountant's Flight Plan

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

The Accounting Podcast

The Perfect RIA

Small Business Tax Savings Podcast

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

Business Strategy for CPA's

Future Firm Accounting Podcast

Creative Agency Success Show

The Unique CPA

Building the Premier Accounting Firm

Earmark Podcast | Earn Free Accounting CPE

Jason On Firms Podcast

The Young CPA Success Show