Increase practice efficiency by standardizing your onboarding process
Onboarding – the process of familiarizing a new client with your bookkeeping firm’s products or services – is a critical part of your client experience.
Standardizing your onboarding process for new clients will help to ensure every client relationship starts off on the right foot, as well as allow your firm to increase efficiency and effectively scale.
We consulted with thought leaders in the accounting and bookkeeping industry to put together a comprehensive guide to help firms standardize their onboarding processes.
- An overview of what your firm must establish before standardizing your onboarding process
- Best practices for the “who, what, where, and when” of new client onboarding
- A detailed list of steps to follow to ensure your client has an excellent onboarding experience, every time
Complete the form to download our free onboarding checklist today!