Onboarding new clients is a critical process for your accounting firm.
To set your clients up for success and efficiently collect everything you need, you need a clear plan that can be replicated and tracked.
In this video, Ian shares some critical considerations to make your process as strong and efficient as possible, including:
What to consider in your onboarding process
How to document every step in a detailed template
How to automate proposals and data collection
Methods for tracking onboarding progress across your entire firm
Best practices to alleviate and troubleshoot common onboarding issues
