PRA2504. All aboard! Tips for successfully onboarding new clients

Do you get a rush when a new client is won? Most CPAs do. But that rush can turn to dread if the client doesn’t play by the firm’s rule book and create unnecessary headache for the firm. Is that because the client has never been told the rules? Or are there different sets of rules for different clients? How can this problem be resolved? Routine and consistent client onboarding provides a solid foundation and communicates, from the outset, how you and the client will interact with one another. In this session, learn strategies to develop and implement an onboarding strategy for your firm and embark upon a mutually-beneficial and long-term client relationship.

Learning Objectives:

• Recognize how onboarding can help reduce the risk of misunderstandings, miscommunications and misrepresentations.
• Identify potential on-boarding protocols and processes when bringing on a new client.
• Select on-boarding protocols and processes that are appropriate for your firm’s structure, areas of practice and client profile.