How to Build & Streamline Your Client Onboarding System

So it’s busy season and new clients are coming out of the woodwork. Now what?

Most successful accounting and bookkeeping practices focus on getting new clients. But what happens when they arrive? Your onboarding process is staring you in the face… and the new clients are waiting!

In truth, effective and smooth onboarding starts well BEFORE the client decides to hire your firm! When you’re growing your firm, you need to build a rock-sold onboarding process that is scalable and yet delight your new client at the same time. This leads to higher profits and better client retention, and yes, this leads to even more new client by referral naturally too.

Join Gabrielle Fontaine of The Freelance Bookkeeper for a live, 60-minute interactive, nuts-and-bolts online session specifically focused on how to…

• Be prepared for transitioning your client into your onboarding system as soon as the engagement letter is signed…
• Make it easier on you and your team to get new clients set up and in sync while making onboarding faster…
• How and where to insert automation to streamline your whole process…
• You’ll also get a live demo for how to integrate SmartVault into your client onboarding system