Quote
“Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale
The finer details of this episode
- How Summit CPA approaches the onboarding process
- Why we have a team designated for onboarding new clients (and why we charge extra fees)
- The keys to a successful onboarding process
- Expectations we always set with our clients
- Best practices for communicating with clients
- Who is involved in onboarding? What are the roles to fill?
- How long onboarding takes for us and what the timeline looks like
Episode resources
