Jamie dives into new client onboarding and the significance of setting clear expectations right from the first interaction. The promises made, and content delivered during the prospect meeting are pivotal in creating a strong foundation for the client relationship. Making a meaningful difference is imperative, and you want to deliver value from the outset, so remember that every detail matters, from the scent of the office to the smallest amenities. That initial experience can shape the entire client relationship.

Recommended Podcast

The Real Deal on Investments, Bookkeeping, and Succession Planning

Investments, bookkeeping, and planning for success.

See More

Succe$$ion

Taking your own advice.

See More

Delegation & Bookkeeping Breakthroughs with Guest Lisa Zeeveld

Delegating bookkeeping to elevate your business.

See More

Contact Us