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the right way to onboard new clients

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smiling businesswoman offering a handshakehow do you want your new virtual cfo client to feel?

by jody grunden

onboarding is critical when it comes to bringing on new virtual cfo clients. it’s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.

more: how to audit 401(k)s | four key financial metrics for growing any business | transferring clients to a new employee | why process is key to remote work | innovate for the right reasons | creative perks for remote employees
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i don’t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business.
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pro tax prep stalls to a crawl amid covid-extended season

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data chartpros hold the margin, but barely.

by beth bellor

new tax filing statistics show only a couple of upticks over last year: diy e-filings and irs website traffic, suggesting tax practitioners have hit the big “pause” button on tax season 2020.

more: tax pro e-filings down 20 percent | irs web traffic doubles over year-ago | covid drowns irs in new filings | 2020 tax season comes to a screeching halt | the tax season 2020 dumpster fire | tax pros fall behind 6.2% in returns filed | tax pros trail by 908,000 returns | tax pro irs filings lag by 532,000
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then again, if you’re in i.t. at the irs, that might not be such happy news.
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do you have a goal or just a speed?

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businessman crossing finish line after leaping hurdlesknow where you are running to.

by bill reeb

if you decide you want to make some changes, that’s great.

more: what are you giving priority? | 3 early warning signals for overachievers | learn more by letting go | don’t let others block your path | how overachievers can get ‘unstuck’
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but before you start running away from whatever it is that you don’t like, make sure you know what you are running toward.

consider this scenario…
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