• 136. Client Onboarding Secrets

  • Oct 22 2024
  • Length: 16 mins
  • Podcast

136. Client Onboarding Secrets

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  • Summary

  • 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
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