Amy Vetter, MBA, CPA, CITP, CGMA, CSP, RYT’s Post

First impressions count, especially when working with clients! I've shared insights on crafting an onboarding experience that sets the stage for success and ensuring you make every introduction count. Read more on Accounting Today: https://zurl.co/STI6 #ClientOnboarding #AccountingSuccess #BusinessBalanceBliss 💻⚖️🙌🏼 #DisconnectToConnect #MindfulnessInTheWorkplace

An accounting firm’s #clientonboarding process sets the stage for success. It's not just paperwork—it's about building lasting relationships. Download our guide to ensure a seamless onboarding experience that turns clients into lifelong partners.

An accounting firm’s #clientonboarding process sets the stage for success. It's not just paperwork—it's about building lasting relationships. Download our guide to ensure a seamless onboarding experience that turns clients into lifelong partners.

An accounting firm’s #clientonboarding process sets the stage for success. It's not just paperwork—it's about building lasting relationships. Download our guide to ensure a seamless onboarding experience that turns clients into lifelong partners.

Prioritising your onboarding process builds trust and loyalty, ensuring clients are set up for success from day one. We share essential strategies for a seamless onboarding experience. #ClientOnboarding #ClientRetention #Accounting

Maximize your accounting firm’s potential and minimize your administrative burden! Watch our on-demand webinar to get expert strategies for #accountants and #bookkeepers to create a seamless client onboarding experience.

In a recent webinar, Dawn W. Brolin, CPA, CFE of Powerful Accounting, Inc POWERED BY Team Brolin asked an audience of #accountants about their onboarding process and a shocking 46% of them admitted they don’t have a formal client onboarding process! Automating #clientonboarding is not only essential but also has huge benefits for your business. Download our latest onboarding eBook to learn more, including a 6-step framework for streamlining your own onboarding. Get Started: https://lnkd.in/dxhFefc4

Onboarding new clients is a crucial step in building strong, lasting relationships in the accounting industry. A seamless and well-organized onboarding process sets the tone for a successful partnership, ensuring that clients feel valued, informed, and confident in your services from the very beginning. Our guide delves into the key steps and best practices for onboarding accounting clients, helping you deliver exceptional service and establish a solid foundation for future success. Download now! #ClientOnboarding #AccountingClients #OnboardingGuide

📣 Exciting News! Tomorrow, we're hosting our Practice Management Talks - July 2024. 🗓️ Join us as we delve into "How to Automate Your Onboarding Process" with insights from industry experts Will Hill of Will Hill Consults and Julie Smith, MBA, the Practice Manager of Harper & Company CPA Plus. This is a fantastic opportunity for accountants to enhance their skills, stay updated on industry trends, and refine their practice management strategies. 📅 Don't miss out on this informative webinar! https://hubs.li/Q02GKlWz0 #PracticeManagement #Webinar #Accounting #Automation #Onboarding

Onboarding clients can be quite complex, as firms navigate through a series of intricate steps. From the initial intake process to finalizing the necessary agreements, many tasks need to be laid out. This is all to ensure clarity & organization is brought to the respective parties. Here at Dime, we seek to reduce this friction. Instead of hopping to another proposal application like Ignition, firms can manage all client relationships within our platform. 🌟 We created a centralized engagement hub as a place to keep track of all interactions, making it easier to draft up any documents, share & collaborate effectively 🌟 Firms can: 🔨Create a new task & assign it to any client of their choice from a dropdown selection ✔️Initiate the onboarding process by checking two simple boxes (agreement acceptance & documents from clients such as W2/other tax info) 📝Edit task details such as name, status, priority, person(s) assigned, descriptions & attachments as needed  ➕Opportunity to add new connected sub-tasks ✍Upload agreement acceptance for client to sign with two options (e-sign or manual) Are you prepared to elevate your client interactions to new heights? As you expand your client base, Dime offers a scalable solution to bring simplicity and effectiveness to your processes. This is currently live on our platform - check out this in action below. Head over to joindime.io to get started today! #accounting #client #onboarding