9. New Client Onboarding Best Practices for 2022 (Bookkeeping, Accounting, CFO‪)‬ The CFO Report

Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024.

This is our conference that is exclusively for Fractional and Virtual CFOs!

Click the link below to secure your ticket:

https://www.thecfoacceleratorlive.com

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If you want to amaze your new clients then you've go to NAIL the onboarding process! It is absolutely CRITICAL for starting off on the right foot with new bookkeeping, accounting, or virtual CFO (fractional CFO) clients!

A good onboarding experience will set the tone for the value you add, healthy boundaries, and what good communications look like.

In this podcast, I'm sharing my FIVE BEST PRACTICES for creating a world class onboarding experience for your clients.

CHECK OUT MY FREE WEEKLY NEWSLETTER - 😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, and optimize your CFO services (and you can read it in 5 minutes or less!) -https://cfo.thecfoaccelerator.com/newsletter

MY FREE ONLINE COURSE:💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients - https://cfo.thecfoaccelerator.com/sales

MY FRACTIONAL CFO PROGRAMS:👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle

👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy

MY FAVORITE FIRM TECH: ✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon✅ Ignition - The only platform I trust for contracts and payments. Save 50% for 3 months: https://cfo.thecfoaccelerator.com/ignition✅ Kajabi - Love this for my website and marketing: https://app.kajabi.com/r/WaFg8TLv

MY KEY LINKS🌎 Website - https://www.thecfoaccelerator.com👋 LinkedIn - https://www.linkedin.com/in/iammichaelking

WHO AM I? I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent the last 7+ years scaling my Fractional CFO firm, KFE Solutions. During that time, I've realized the enormous impact that fractional CFOs can have for their clients, their families, and themselves. Now, I help other fractional CFOs learn how to maximize their own impact! 

PS - Some of the links in this description are affiliate links that I get kickbacks from 😀

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