9. New Client Onboarding Best Practices for 2022 (Bookkeeping, Accounting, CFO)
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.
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MY FREE ONLINE COURSE:
💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients -
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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 😀
#Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices
