Your System for Onboarding New Clients

First impressions matter! For business owners, finding a great accounting professional is hard. There’s so much choice, and it can be difficult to tell who is going to be good and who is going to be awful. So, set your standards high right from the outset. A bad first impression will scare your clients off in seconds. You need to make sure every first experience within your business is smooth, easy and delivers lots of value. That sets the tone for what it might be li...