136. Client Onboarding Secrets

22/10/2024 16 min
136. Client Onboarding Secrets

Listen "136. Client Onboarding Secrets"

Episode Synopsis


One of the best ways to keep Fractional CFO clients longer is by nailing the onboarding process. This video walks you through my approach. 👉 Looking for a community of Fractional CFOs to help you scale? https://www.thecfoaccelerator.com/innercircle💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon