{"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\/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 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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'  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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":{"_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":[1905,1363,3120,3002,3065],"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 v22.6 - 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 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