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
Chief Customer Officer, Karbon
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.