Onboard your clients with minimum

fuss and maximum efficiency

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

FREE RESOURCES

Client Onboarding process

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Are you struggling to win new business?

TAKE OUR FREE ASSESSMENT TO PINPOINT EXACTLY WHAT YOUR NEED TO CHANGE TO RESTART THE GROWTH OF YOUR FIRM.

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.

In the assessment you’ll look at the 11 key areas that will make or break the growth of your firm.

3 of those areas are focused on helping you unlock a stream of new business wins:

  • Being known for something
  • Account management
  • Business Development Habit

This is an in-depth and thorough assessment… so pop the kettle on, grab a hot drink before you get started.

Yes, it’s a little intense… but isn’t anything worth doing, worth doing properly? And if the answers were easy to find, you’d have found them already!

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.

  • It takes 15-20 minutes
  • It’s completely free
  • Receive customised results instantly

CLIENT ONBOARDING ARTICLES & TIPS

What the club can help you with

Click on the individual images below for curated articles, free resources and inspiration
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.