Jan 10 2025 7 mins
In this episode of CAS Minute, we tackle the complexities of client onboarding in accounting firms, focusing on effective information gathering, historical data cleanup, and streamlined billing processes. Learn actionable strategies to enhance your onboarding experience, ensuring accuracy, efficiency, and client satisfaction.
- Overcoming challenges in client information collection
- Best practices for cleaning up historical financial data
- Streamlining billing processes during onboarding
- Leveraging technology to automate onboarding tasks
- Enhancing client communication and expectation management
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LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
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