you may want someone dedicated to onboarding.
by penny breslin
it’s not just the numbers
once you have signed all the agreements and uploaded initial documents for back office support, your bookkeeper manager (bkm) steps in to connect with the client. the bkm should be on-site for one to five days depending on the size and needs of the client. at that time, the bkm obtains more documents and access points. the information is digitally stored while the bkm is on-site so that the full team has access immediately.
more: start every engagement with an sla | three demos: pricing your value add | set expectations with an anticipatory set | get the most out of your client meeting | why bos calls for flat rates | four steps for controlling source documents | why you need standard naming conventions | procedures require regular revisiting
exclusively for pro members. log in here or 2022世界杯足球排名 today.
caveat: being on site is not necessary. during the covid-19 pandemic, many firms went virtual. here’s a story from five years before covid-19 that shows that virtual onboarding works just fine.
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