How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?

In this special episode of the Modern CPA Success Show, the internal Summit Virtual CFO by Anders onboarding team comes together discuss successful client onboarding strategies. They explore the need for a formalized onboarding process, the role of discovery in understanding client needs, and the importance of building strong relationships. The conversation also covers the value of internal team involvement, the significance of leadership in remote meetings, and the support provided by ancillary roles within an organization. The episode emphasizes the importance of communication, resource utilization, and personalized service in fostering successful client engagements and advisory relationships.