{"id":72744,"date":"2020-04-12t00:00:14","date_gmt":"2020-04-12t04:00:14","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=72744"},"modified":"2024-08-14t11:26:27","modified_gmt":"2024-08-14t15:26:27","slug":"transferring-clients-to-a-new-employee","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/","title":{"rendered":"transferring clients to a new employee"},"content":{"rendered":"

\"\"<\/a>use your workflow software to guide training.
\n<\/strong><\/p>\n

by jody grunden<\/i><\/p>\n

when it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. in most cases, as we grow, new employees take over existing clients from other team members. they still need to meet with the other team members to discuss what\u2019s needed for each client, but the workflow management software serves as their roadmap during that time.<\/p>\n

more: <\/b>how to evaluate workflow management software<\/a> | how to profit with workflow apps<\/a> | cyber security at a virtual cpa firm<\/a> | top tech choices for the virtual firm<\/a> | keeping the right people on the bus<\/a> | disc helps remote team work together effectively<\/a> | 3 ways to keep client files safe from security threats<\/a> | the rise of the virtual cfo<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

although much of the process may be very similar from one client to the next, each client has its own individual needs. the roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"\"<\/a>use your workflow software to guide training.
\n<\/strong><\/p>\n

by jody grunden<\/i><\/p>\n

when it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. in most cases, as we grow, new employees take over existing clients from other team members. they still need to meet with the other team members to discuss what\u2019s needed for each client, but the workflow management software serves as their roadmap during that time.<\/p>\n

\n

more: <\/b>how to evaluate workflow management software<\/a> | how to profit with workflow apps<\/a> | cyber security at a virtual cpa firm<\/a> | top tech choices for the virtual firm<\/a> | keeping the right people on the bus<\/a> | disc helps remote team work together effectively<\/a> | 3 ways to keep client files safe from security threats<\/a> | the rise of the virtual cfo<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n

although much of the process may be very similar from one client to the next, each client has its own individual needs. the roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
\n read more →<\/a><\/p>\n","protected":false},"author":3185,"featured_media":54445,"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":[3120,3002,2297,3065],"tags":[643,715],"class_list":["post-72744","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-staffing","category-vcfo","tag-hiring","tag-jobs","membership-content","access-restricted"],"acf":[],"yoast_head":"\ntransferring clients to a new employee - 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\/04\/12\/transferring-clients-to-a-new-employee\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"transferring clients to a new employee - 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\/04\/12\/transferring-clients-to-a-new-employee\/\" \/>\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=\"2020-04-12t04:00:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-14t15:26:27+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=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\"},\"author\":{\"name\":\"jody grunden\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4af1bbabb46c66ca2ea6f79527293608\"},\"headline\":\"transferring clients to a new employee\",\"datepublished\":\"2020-04-12t04:00:14+00:00\",\"datemodified\":\"2024-08-14t15:26:27+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\"},\"wordcount\":985,\"commentcount\":1,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg\",\"keywords\":[\"hiring\",\"jobs\"],\"articlesection\":[\"pro member exclusive\",\"special\",\"staffing & recruiting\",\"virtual cfo\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\",\"url\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\",\"name\":\"transferring clients to a new employee - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg\",\"datepublished\":\"2020-04-12t04:00:14+00:00\",\"datemodified\":\"2024-08-14t15:26:27+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg\",\"width\":320,\"height\":335,\"caption\":\"follow jody grunden on 卡塔尔世界杯常规比赛时间 here\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"staffing & recruiting\",\"item\":\"\/\/www.g005e.com\/category\/staffing\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"transferring clients to a new employee\"}]},{\"@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\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"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:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/4af1bbabb46c66ca2ea6f79527293608\",\"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 & 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":"transferring clients to a new employee - 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\/04\/12\/transferring-clients-to-a-new-employee\/","og_locale":"en_us","og_type":"article","og_title":"transferring clients to a new employee - 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\/04\/12\/transferring-clients-to-a-new-employee\/","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":"2020-04-12t04:00:14+00:00","article_modified_time":"2024-08-14t15:26:27+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":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/"},"author":{"name":"jody grunden","@id":"\/\/www.g005e.com\/#\/schema\/person\/4af1bbabb46c66ca2ea6f79527293608"},"headline":"transferring clients to a new employee","datepublished":"2020-04-12t04:00:14+00:00","datemodified":"2024-08-14t15:26:27+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/"},"wordcount":985,"commentcount":1,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg","keywords":["hiring","jobs"],"articlesection":["pro member exclusive","special","staffing & recruiting","virtual cfo"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/","url":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/","name":"transferring clients to a new employee - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg","datepublished":"2020-04-12t04:00:14+00:00","datemodified":"2024-08-14t15:26:27+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/04\/grunden_jody.jpg","width":320,"height":335,"caption":"follow jody grunden on 卡塔尔世界杯常规比赛时间 here"},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2020\/04\/12\/transferring-clients-to-a-new-employee\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"staffing & recruiting","item":"\/\/www.g005e.com\/category\/staffing\/"},{"@type":"listitem","position":3,"name":"transferring clients to a new employee"}]},{"@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":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"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:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/4af1bbabb46c66ca2ea6f79527293608","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 & 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\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/72744","targethints":{"allow":["get"]}}],"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=72744"}],"version-history":[{"count":2,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/72744\/revisions"}],"predecessor-version":[{"id":129233,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/72744\/revisions\/129233"}],"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=72744"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=72744"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=72744"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}