{"id":33851,"date":"2014-06-28t07:34:42","date_gmt":"2014-06-28t11:34:42","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=33851"},"modified":"2015-10-23t03:46:36","modified_gmt":"2015-10-23t07:46:36","slug":"8-essential-ingredients-for-your-new-client-welcome-kit","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/06\/28\/8-essential-ingredients-for-your-new-client-welcome-kit\/","title":{"rendered":"8 essential ingredients for your new client welcome kit"},"content":{"rendered":"<p><em>by sandi smith leyva<br \/>\n<\/em><em><a href=\"http:\/\/www.1shoppingcart.com\/app\/?af=1296374&amp;u=www.accountantsaccelerator.com\/cpatrendlines\" target=\"_blank\">the accountant\u2019s accelerator<\/a><\/em><\/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. the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum: <a href=\"\/\/www.g005e.com\/2014\/06\/28\/8-essential-ingredients-for-your-new-client-welcome-kit\/#more-33851\" 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%2f2014%2f06%2f28%2f8-essential-ingredients-for-your-new-client-welcome-kit%2f&amp;t=8+essential+ingredients+for+your+new+client+welcome+kit'  ><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%2f2014%2f06%2f28%2f8-essential-ingredients-for-your-new-client-welcome-kit%2f&amp;title=8+essential+ingredients+for+your+new+client+welcome+kit&amp;summary=by+sandi+smith+leyva%0d%0athe+accountant%e2%80%99s+accelerator%0d%0a%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+why+we+get+hired+anyway%29+and+making+it+super-easy+'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin' 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class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%208%20essential%20ingredients%20for%20your%20new%20client%20welcome%20kit&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\/2014\/06\/28\/8-essential-ingredients-for-your-new-client-welcome-kit\/\" title=\"email this: 8 essential ingredients for your new client welcome kit \"><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><em>by sandi smith leyva<br \/>\n<\/em><em><a href=\"http:\/\/www.1shoppingcart.com\/app\/?af=1296374&amp;u=www.accountantsaccelerator.com\/cpatrendlines\" target=\"_blank\">the accountant\u2019s accelerator<\/a><\/em><\/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. the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum: <a href=\"\/\/www.g005e.com\/2014\/06\/28\/8-essential-ingredients-for-your-new-client-welcome-kit\/#more-33851\" 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%2f2014%2f06%2f28%2f8-essential-ingredients-for-your-new-client-welcome-kit%2f&amp;t=8+essential+ingredients+for+your+new+client+welcome+kit'  ><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%2f2014%2f06%2f28%2f8-essential-ingredients-for-your-new-client-welcome-kit%2f&amp;title=8+essential+ingredients+for+your+new+client+welcome+kit&amp;summary=by+sandi+smith+leyva%0d%0athe+accountant%e2%80%99s+accelerator%0d%0a%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+why+we+get+hired+anyway%29+and+making+it+super-easy+'  ><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%2f2014%2f06%2f28%2f8-essential-ingredients-for-your-new-client-welcome-kit%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:%208%20essential%20ingredients%20for%20your%20new%20client%20welcome%20kit&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2014\/06\/28\/8-essential-ingredients-for-your-new-client-welcome-kit\/\" title=\"email this: 8 essential ingredients for your new client welcome kit \"><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":0,"comment_status":"closed","ping_status":"open","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":[1905,5,3120],"tags":[99,936],"class_list":["post-33851","post","type-post","status-publish","format-standard","hentry","category-clients-and-service","category-outlook","category-pro-member-exclusive","tag-client","tag-service","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - 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