9. New Client Onboarding Best Practices for 2022 (Bookkeeping, Accounting, CFO)

If you want to amaze your new clients then you've go to NAIL the onboarding process! It is absolutely CRITICAL for starting off on the right foot with new bookkeeping, accounting, or virtual CFO (fractional CFO) clients!

A good onboarding experience will set the tone for the value you add, healthy boundaries, and what good communications look like.

In this podcast, I'm sharing my FIVE BEST PRACTICES for creating a world class onboarding experience for your clients.

🔥 Want more tips on how to start, scale, or optimize your advisory services? 🔥

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Every Friday, I share 1 actionable tip to help you start, scale, and optimize your fractional CFO services. And you can read it in under 5 minutes!

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