Client Onboarding

Your onboarding process sets the foundation for your entire relationship with a client. Use this checklist to make it strong and stable.

You can’t standardize all your accounting firm’s processes at once. So get started with the one with the most value.

The steps to master one of your accounting firm’s most critical processes.

As you improve the efficiency of your firm with an objective of growing your revenue, there's one key process you should be looking at above all others—client onboarding.

To set your clients up for success, you need an effective method that can be replicated over and over again. If your current process could do with some improving, look at these seven steps.

A poor onboarding experience can seriously hinder your growth. Your firm needs processes in place to ensure you can provide the most seamless, simple and speedy onboarding as possible.