{"id":74427,"date":"2020-05-17t12:00:52","date_gmt":"2020-05-17t16:00:52","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=74427"},"modified":"2020-06-18t10:08:43","modified_gmt":"2020-06-18t14:08:43","slug":"why-onboarding-matters","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/","title":{"rendered":"the right way to onboard new clients"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/womansmilehandshakeoffice_adobestock_6908695.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52189\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/womansmilehandshakeoffice_adobestock_6908695-424x283.jpeg\" alt=\"smiling businesswoman offering a handshake\" width=\"424\" height=\"283\" \/><\/a>how do you want your new virtual cfo client to feel?<br \/>\n<\/strong><\/p>\n<p><i>by jody grunden<\/i><\/p>\n<p>onboarding is critical when it comes to bringing on new virtual cfo clients. it\u2019s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/05\/10\/how-to-audit-401ks\/\">how to audit 401(k)s<\/a> | <a href=\"\/\/www.g005e.com\/2020\/05\/03\/growing-any-business-4-key-financial-metrics\/\">four key financial metrics for growing any business<\/a> | <a href=\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\">transferring clients to a new employee<\/a> | <a href=\"\/\/www.g005e.com\/2020\/03\/23\/why-process-is-key-to-remote-work\/\">why process is key to remote work<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/23\/innovate-for-the-right-reasons\/\">innovate for the right reasons<\/a> | <a href=\"\/\/www.g005e.com\/2020\/01\/26\/creative-perks-for-remote-employees\/\">creative perks for remote employees<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>i don\u2019t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business.<br \/>\n <a href=\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#more-74427\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2020%2f05%2f17%2fwhy-onboarding-matters%2f&amp;t=the+right+way+to+onboard+new+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2020%2f05%2f17%2fwhy-onboarding-matters%2f&amp;title=the+right+way+to+onboard+new+clients&amp;summary=how+do+you+want+your+new+virtual+cfo+client+to+feel%3f%0d%0a%0d%0a%0d%0aby+jody+grunden%0d%0a%0d%0aonboarding+is+critical+when+it+comes+to+bringing+on+new+virtual+cfo+clients.+it%e2%80%99s+also+important+to+have+a+smooth+onboarding+process+for+clients+receiving+any+other+types+of+services.+i+want+to+dive+into+onboarding+in+each+of+our+service+are'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2020%2f05%2f17%2fwhy-onboarding-matters%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20right%20way%20to%20onboard%20new%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\" title=\"email this: the right way to onboard new clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/womansmilehandshakeoffice_adobestock_6908695.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52189\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/womansmilehandshakeoffice_adobestock_6908695-424x283.jpeg\" alt=\"smiling businesswoman offering a handshake\" width=\"424\" height=\"283\" \/><\/a>how do you want your new virtual cfo client to feel?<br \/>\n<\/strong><\/p>\n<p><i>by jody grunden<\/i><\/p>\n<p>onboarding is critical when it comes to bringing on new virtual cfo clients. it\u2019s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/05\/10\/how-to-audit-401ks\/\">how to audit 401(k)s<\/a> | <a href=\"\/\/www.g005e.com\/2020\/05\/03\/growing-any-business-4-key-financial-metrics\/\">four key financial metrics for growing any business<\/a> | <a href=\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\">transferring clients to a new employee<\/a> | <a href=\"\/\/www.g005e.com\/2020\/03\/23\/why-process-is-key-to-remote-work\/\">why process is key to remote work<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/23\/innovate-for-the-right-reasons\/\">innovate for the right reasons<\/a> | <a href=\"\/\/www.g005e.com\/2020\/01\/26\/creative-perks-for-remote-employees\/\">creative perks for remote employees<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>i don\u2019t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business.<br \/>\n <a href=\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#more-74427\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2020%2f05%2f17%2fwhy-onboarding-matters%2f&amp;t=the+right+way+to+onboard+new+clients'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2020%2f05%2f17%2fwhy-onboarding-matters%2f&amp;title=the+right+way+to+onboard+new+clients&amp;summary=how+do+you+want+your+new+virtual+cfo+client+to+feel%3f%0d%0a%0d%0a%0d%0aby+jody+grunden%0d%0a%0d%0aonboarding+is+critical+when+it+comes+to+bringing+on+new+virtual+cfo+clients.+it%e2%80%99s+also+important+to+have+a+smooth+onboarding+process+for+clients+receiving+any+other+types+of+services.+i+want+to+dive+into+onboarding+in+each+of+our+service+are'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2020%2f05%2f17%2fwhy-onboarding-matters%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20right%20way%20to%20onboard%20new%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\" title=\"email this: the right way to onboard new clients \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3185,"featured_media":54445,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,1363,3120,3002,3065],"tags":[],"class_list":["post-74427","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-special","category-vcfo","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>the right way to onboard new clients - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"the right way to onboard new clients - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-17t16:00:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-06-18t14:08:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"320\" \/>\n\t<meta property=\"og:image:height\" content=\"335\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"jody grunden\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"jody grunden\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\"},\"author\":{\"name\":\"jody grunden\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4bc1fc24a8e243934ade6075433183ca\"},\"headline\":\"the right way to onboard new clients\",\"datepublished\":\"2020-05-17t16:00:52+00:00\",\"datemodified\":\"2020-06-18t14:08:43+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\"},\"wordcount\":722,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"articlesection\":[\"client service opportunities\",\"featured\",\"pro member exclusive\",\"special\",\"virtual cfo\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\",\"url\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\",\"name\":\"the right way to onboard new clients - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"datepublished\":\"2020-05-17t16:00:52+00:00\",\"datemodified\":\"2020-06-18t14:08:43+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/\"]}]},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"client service opportunities\",\"item\":\"\/\/www.g005e.com\/category\/clients-and-service\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"the right way to onboard new clients\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/twitter.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4bc1fc24a8e243934ade6075433183ca\",\"name\":\"jody grunden\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody-100x100.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody-100x100.jpg\",\"caption\":\"jody grunden\"},\"description\":\"jody grunden is ceo &amp; co-founder of summit cpa group\u2014perhaps the first virtual cfo firm and the largest distributed-model accounting firm in the nation. he is the author of\u00a0building the virtual cfo firm in the cloud, available exclusively from 卡塔尔世界杯常规比赛时间 here.\",\"url\":\"\/\/www.g005e.com\/author\/jody-grunden\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"the right way to onboard new clients - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/","og_locale":"en_us","og_type":"article","og_title":"the right way to onboard new clients - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2020-05-17t16:00:52+00:00","article_modified_time":"2020-06-18t14:08:43+00:00","og_image":[{"width":320,"height":335,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg","type":"image\/jpeg"}],"author":"jody grunden","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"jody grunden","est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/"},"author":{"name":"jody grunden","@id":"\/\/www.g005e.com\/#\/schema\/person\/4bc1fc24a8e243934ade6075433183ca"},"headline":"the right way to onboard new clients","datepublished":"2020-05-17t16:00:52+00:00","datemodified":"2020-06-18t14:08:43+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/"},"wordcount":722,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"articlesection":["client service opportunities","featured","pro member exclusive","special","virtual cfo"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/","url":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/","name":"the right way to onboard new clients - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"datepublished":"2020-05-17t16:00:52+00:00","datemodified":"2020-06-18t14:08:43+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/"]}]},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2020\/05\/17\/why-onboarding-matters\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"client service opportunities","item":"\/\/www.g005e.com\/category\/clients-and-service\/"},{"@type":"listitem","position":3,"name":"the right way to onboard new clients"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/twitter.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/4bc1fc24a8e243934ade6075433183ca","name":"jody grunden","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody-100x100.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody-100x100.jpg","caption":"jody grunden"},"description":"jody grunden is ceo &amp; co-founder of summit cpa group\u2014perhaps the first virtual cfo firm and the largest distributed-model accounting firm in the nation. he is the author of\u00a0building the virtual cfo firm in the cloud, available exclusively from 卡塔尔世界杯常规比赛时间 here.","url":"\/\/www.g005e.com\/author\/jody-grunden\/"}]}},"jetpack_featured_media_url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg","_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/74427"}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/3185"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=74427"}],"version-history":[{"count":2,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/74427\/revisions"}],"predecessor-version":[{"id":75193,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/74427\/revisions\/75193"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/54445"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=74427"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=74427"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=74427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}