“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney The finer details of this episode:Identifying client pain points during onboarding The value of an onboarding specialist in standardizing processesSetting expectations for onboarding    Episode resources:Summit CPA website – summitcpa.netIf you have questions or would like to be a guest on the show, email us at [email protected]

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