Growing Your Firm | Strategies For Accountants, Cpa's, Bookkeepers , And Tax Professionals

In this special episode of the Growing Your Firm Podcast, I discuss: How to onboard new clients to set you up for future success Steps to make sure each client doesn’t become a headache later The art of setting expectations with your fresh, new client Why Having Steps to Properly Onboard New Clients is as Critical Than Ever   I hammered home in Part I of this special series that before you begin scouring the city for new clients, you must have processes in place for efficiency purposes. Nothing cripples the growth of an accounting firm more than faulty processes. Remember, the worst your process is, the less clients you can take, the more staff you must hire. Loss of revenues, increase in cost. That’s not what we’re looking for. In Part I, I gave some tips to nail down your processes and really open up the floodgates to productivity. Now, when you’re changing up your processes and (now) onboarding new clients, it’s easiest to do test runs on new prospects. The reason is simple. These new clients don’t know