Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney

Join Jamie and Joey for a special mailbag-format episode where they answer questions from listeners of the Modern CPA Success Show. They discuss the importance of in-person and/or video meetings and building relationships with clients, as well as the challenges of merging existing processes during the onboarding phase. They also explore the transition from a transactional role to a strategic and advisory role in accounting, highlighting the importance of developing critical thinking skills. The hosts recommend reading business books for professional development and share advice on building effective training programs.