20 min
Navigating the Onboarding Odyssey: Mastering Client Kickoffs & Communication in Accounting Accountants 2.0
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- Marketing
Embark on a journey through the nuances of client onboarding with Ted Williamson and Steve Perpich. We unravel the art of starting off on the right foot with new clients and why it's a pivotal moment in crafting enduring partnerships. From the welcoming handshake to digital platforms like Financial Cents and Carbon, we dissect the anatomy of an exceptional onboarding experience, while emphasizing the critical importance of safeguarding sensitive data transfers. Our conversation promises to eq...
Embark on a journey through the nuances of client onboarding with Ted Williamson and Steve Perpich. We unravel the art of starting off on the right foot with new clients and why it's a pivotal moment in crafting enduring partnerships. From the welcoming handshake to digital platforms like Financial Cents and Carbon, we dissect the anatomy of an exceptional onboarding experience, while emphasizing the critical importance of safeguarding sensitive data transfers. Our conversation promises to eq...
20 min