“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam HaleThe finer details of this episode:<ul><li>Importance of formalized onboarding processes</li><li>Building strong client relationships</li><li>Leveraging support resources for successful onboarding</li><li>Significance of discovery in the onboarding process</li><li>Building relationships with clients and internal team members</li><li>Leadership and collaboration in ancillary roles</li><li>Leveraging resources and coaching relationships for career progression</li><li>Effective communication and collaboration within the team and with clients</li><li>Tailoring services to meet specific client needs</li><li>Utilizing available resources for ongoing success</li></ul> Episode resources:<ul><li>Summit Virtual CFO by Anders website: <a href="https://www.summitcpa.net/">https://www.summitcpa.net/</a></li><li>If you have questions or would like to be a guest on the show, email us at <a href="mailto:mcpasuccessshow@anderscpa.com">mcpasuccessshow@anderscpa.com</a></li><li>Check out the Virtual CFO Playbook Course: <a href="https://vcfoplaybook.summitcpa.net/">https://vcfoplaybook.summitcpa.net/</a></li><li>Connect with us on LinkedIn: <a href="https://www.linkedin.com/company/vcfobyanders/mycompany/">https://www.linkedin.com/company/vcfobyanders/,</a> <a href="https://www.linkedin.com/in/adamhalecpa/">https://www.linkedin.com/in/adamhalecpa/</a>, <a href="https://www.linkedin.com/in/joey-kinney-cpa-60658188/">https://www.linkedin.com/in/joey-kinney-cpa-60658188/</a></li></ul>                Timestamps:Welcome to the Modern CPA Success Show (00:00:00)Introduction to the podcast and its mission to provide insights on accounting innovations. Background of Onboarding (00:00:58)Discussion on the formalization of the onboarding process and its importance for client success. Discovery Process in Onboarding (00:04:28)Importance of the discovery process in understanding client's financial status and needs. Elevate Your Firm with a Virtual CFO Playbook (00:05:08)Promotion of a comprehensive online series for providing scalable CFO services. CFO's Perspective on Discovery (00:06:19)Insight into the CFO's perspective on client discovery and understanding their business goals. Building Relationships in Onboarding (00:09:26)Tips for building relationships with clients and internal team members during the onboarding process. Client Relationship and Engagement (00:13:45)Importance of establishing trust and personal connections with clients during the onboarding process. Support Resources in Onboarding (00:17:33)Discussion on the role of support resources, including project managers and financial support, in the onboarding process. Architecting and Leading Engagement (00:18:32)Discussion on the role of CFOs in leading engagements and leveraging resources effectively. Coaching Expectations (00:19:39)Exploration of the coaching structure and the expectations for individuals seeking coaching. Utilizing Resources and Collaboration (00:20:57)Importance of utilizing resources, seeking help, and collaborating for successful outcomes. Expectations and Collaboration (00:22:29)Emphasizing the importance of understanding and articulating expectations, collaboration, and managing up within the team. Success and Relationship Building (00:27:09)Defining success in terms of utilizing the team's capabilities, building relationships, and collaborating with clients and internal teams. Onboarding and Client Relationships (00:25:48)Discussion on the importance of understanding client needs, building rapport, and setting up successful advisory relationships. Standardizing vs. Tailoring (00:28:33)Balancing standardization with tailoring to meet the unique needs of each client during onboarding. Conclusion and Future Training (00:29:22)Acknowledgment of the importance of onboarding, overview of training, and setting expectations for success.

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