This firm owner’s process for onboarding new clients and improving their experiences

Accounting Flow Podcast

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Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.

In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and improving their experience in her firm.

You’ll Enjoy:

• Expert Insights: Nikole explains her proven onboarding process, which welcomes clients and sets the stage for long-term relationships.
• Practical Advice: Learn actionable tips to enhance your client’s experience from their first interaction.
• Success Stories: Hear real-life examples of how innovative client management has propelled Nikole's firm to new heights.

Grab your headphones and tune in!🎧

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Capitole

1. Onboarding process for accounting firm with remote team (00:00:00)

2. Onboarding process for clients, including email kickoff and call with client (00:05:15)

3. Managing client expectations during onboarding process (00:10:16)

4. Managing client communication during onboarding process (00:16:51)

5. Automating onboarding processes for clients in an advisory practice. (00:22:42)

6. Onboarding and advisory training for accountants (00:27:04)