{"id":111801,"date":"2023-05-25t11:54:53","date_gmt":"2023-05-25t15:54:53","guid":{"rendered":"\/\/www.g005e.com\/?p=111801"},"modified":"2024-08-27t17:02:20","modified_gmt":"2024-08-27t21:02:20","slug":"eight-things-to-give-new-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/25\/eight-things-to-give-new-clients\/","title":{"rendered":"eight things to give new clients"},"content":{"rendered":"<p><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46867\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301-424x283.jpg\" alt=\"woman and man shaking hands across a desk\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301-849x566.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>set expectations early.<\/strong><\/p>\n<p><i>by sandi leyva<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\"><i>the complete guide to marketing for tax &amp; accounting firms<\/i><\/a><\/p>\n<p>how you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. start out on the right foot by looking super-organized (because that\u2019s part of why we get hired anyway) and making it super-easy for a client to get on board with you.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/18\/five-ideas-for-summer-focus\/\">five ideas for summer focus<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/03\/four-ways-small-firms-can-beat-large-ones\/\">four ways small firms can beat large ones<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/23\/why-you-need-a-link-in-bio-tool\/\">why you need a link-in-bio tool<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/02\/five-emotional-skills-for-entrepreneurs\/\">five emotional skills for entrepreneurs<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/29\/transform-your-marketing-with-crm\/\">transform your marketing with crm<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.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\/2023\/05\/25\/eight-things-to-give-new-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum:<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/25\/eight-things-to-give-new-clients\/#more-111801\" 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%2f2023%2f05%2f25%2feight-things-to-give-new-clients%2f&amp;t=eight+things+to+give+new+clients'  ><img  src='\/\/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%2f2023%2f05%2f25%2feight-things-to-give-new-clients%2f&amp;title=eight+things+to+give+new+clients&amp;summary=set+expectations+early.%0d%0a%0d%0aby+sandi+leyva%0d%0athe+complete+guide+to+marketing+for+tax+%26amp%3b+accounting+firms%0d%0a%0d%0ahow+you+welcome+your+new+client+can+set+the+tone+for+a+relationship+that+could+last+for+years+or+in+the+worst+of+cases%2c+just+days.+start+out+on+the+right+foot+by+looking+super-organized+%28because+that%e2%80%99s+part+of'  ><img  src='\/\/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%2f2023%2f05%2f25%2feight-things-to-give-new-clients%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/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:%20eight%20things%20to%20give%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\/2023\/05\/25\/eight-things-to-give-new-clients\/\" title=\"email this: eight things to give 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><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-46867\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301-424x283.jpg\" alt=\"woman and man shaking hands across a desk\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301-849x566.jpg 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/01\/handshake_dollarphotoclub_74627301.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>set expectations early.<\/strong><\/p>\n<p><i>by sandi leyva<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\"><i>the complete guide to marketing for tax &amp; accounting firms<\/i><\/a><\/p>\n<p>how you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. start out on the right foot by looking super-organized (because that\u2019s part of why we get hired anyway) and making it super-easy for a client to get on board with you.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/18\/five-ideas-for-summer-focus\/\">five ideas for summer focus<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/03\/four-ways-small-firms-can-beat-large-ones\/\">four ways small firms can beat large ones<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/23\/why-you-need-a-link-in-bio-tool\/\">why you need a link-in-bio tool<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/02\/five-emotional-skills-for-entrepreneurs\/\">five emotional skills for entrepreneurs<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/29\/transform-your-marketing-with-crm\/\">transform your marketing with crm<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.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\/2023\/05\/25\/eight-things-to-give-new-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum:<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/25\/eight-things-to-give-new-clients\/#more-111801\" 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%2f2023%2f05%2f25%2feight-things-to-give-new-clients%2f&amp;t=eight+things+to+give+new+clients'  ><img  src='\/\/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%2f2023%2f05%2f25%2feight-things-to-give-new-clients%2f&amp;title=eight+things+to+give+new+clients&amp;summary=set+expectations+early.%0d%0a%0d%0aby+sandi+leyva%0d%0athe+complete+guide+to+marketing+for+tax+%26amp%3b+accounting+firms%0d%0a%0d%0ahow+you+welcome+your+new+client+can+set+the+tone+for+a+relationship+that+could+last+for+years+or+in+the+worst+of+cases%2c+just+days.+start+out+on+the+right+foot+by+looking+super-organized+%28because+that%e2%80%99s+part+of'  ><img  src='\/\/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%2f2023%2f05%2f25%2feight-things-to-give-new-clients%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/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:%20eight%20things%20to%20give%20new%20clients&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/05\/25\/eight-things-to-give-new-clients\/\" title=\"email this: eight things to give 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":1345,"featured_media":53032,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":[2271,3120,3002,2295],"tags":[],"class_list":["post-111801","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","category-special","category-solo","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>eight things to give 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\/2023\/05\/25\/eight-things-to-give-new-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"eight things to give 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\/2023\/05\/25\/eight-things-to-give-new-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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