First impressions count and a great client onboarding process creates loyal clients who recommend you time and time again.
If you get a good client onboarding process in place, your clients will feel confident they made the right choice for you to be their accountant.
Check out our articles and free downloadable resources on what makes a good client onboarding process, what mistakes to avoid, who in your team should be involved in client onboarding and how client onboarding can help with your business development
Are you celebrating a new client win, only to regret it three months later?
We see it all the time. You work incredibly hard to bring a new client into your firm. You pop the champagne, celebrate the win, and then… the chaos begins.
Suddenly, your team is scrambling to chase down missing paperwork. Deadlines are looming, silly mistakes are slipping through the net, and that “great new client” is fast becoming a major headache. The reality is this: clients are three times more likely to leave your firm in the first 90 days. And most problems with difficult or ‘PITA’ clients start right at the beginning because expectations simply weren’t set.
If you want to scale your firm, you cannot afford to have a leaky bucket. Wishing for an easier process won’t fix it.
You need to systemise.
Standardising your firm’s client onboarding is the only way to eliminate the chaos, ensure your team uses best practices every single time, and stop early deadlines from slipping through the cracks. It’s also the key to creating raving fans who stay longer, refer you faster, and actually buy more services from you. (Did you know that 75% of all cross-selling happens during the first 90 days?)
If you are tired of ad-hoc processes and want to turn a stressful start into a well-oiled machine, this article is for you. We’ll show you the 5 core principles you need to stop firefighting, start building trust from day one, and completely overhaul how you onboard new clients. Read the full article here
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This assessment analyses your firm’s current performance and benchmarks it against the 6 core Profit Pillars successful accounting firms put in place to scale sustainably and profitably.
You’ll receive a score for each of these 6 Profit Pillars:
Answer the questions and we’ll send you a personalised report to show you the areas you need to focus on to grow and scale your practice – the low stress way. Our assessment has been tried and tested by 100s of owners of small accountancy, fractional FD, bookkeeping and tax firms.
This Assessment has been designed to show small accountancy/bookkeeping/tax/Portfolio FD firm owners who want to grow and scale their practice their blind spots and provide instant, actionable steps on how to improve.
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to help you with your specific challenge to grow and scale your firm. inspiration to help you
with your specific challenge to grow your firm.