How to Build an Effective New Client Onboarding Process
Client onboarding is the foundation of the client relationship. It’s critical to have a well integrated, scalable system that is also adaptable and can be adjusted, in real time, to meet internal organizational and client needs.
In this webinar, Lydia Rapp, Account and Project Manager at Summit CPA Group will provide tools to build or refine an existing new client onboarding process. We’ll cover how to effectively educate your client and your team on critical information quickly, integrate communications, set and maintain project and relationship expectations, and how to adapt without scope creep.
Presenters:
• Lydia Rapp, Account and Project Manager at Summit CPA
• Jamie Nau, Director of Accounting at Summit CPA
Facilitated by Tom Wadelton, CPA - Virtual CFO at Summit CPA
Learning Objectives:
• Design and implement an integrated, scalable, and adaptable onboarding system
• Utilize onboarding tracking and reporting tools
• Manage expectations and deliverables among all stakeholders, in real time
Designed for accountants and firm owners who want to:
• improve the onboarding process at their firm
• design and implement a integrated, scalable, and adaptable onboarding system
• learn more about onboarding tracking and reporting tools
• For details on our upcoming webinars, visit: https://www.summitcpa.net/vcfo-community
• Check out our Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Find out more about the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/