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How to Onboard Your Accounting Clients to Create Lasting Relationships

By Jake Andrews

Onboarding is a science and an overlooked piece of creating a healthy, long lasting client relationships. The better your onboarding experience is, the longer your client life cycle will be. Here are some tips from us that have helped us build a strong onboarding process that is generating referrals.


We started with nothing, just 4-8 whiteboards and some markers. We now track our onboarding process in Asana with a dedicated Onboarding Captain that runs the ship for our onboarding journey with prospects and new clients. Here are the keys to our success with onboarding..


  1. Communication – Be clear and define roles, responsibilities and timelines for your client and your team.
  2. Repeat, Repeat, Repeat and repeat again. Drill your process and expectations into your team and clients. This will make for a smooth transition from prospect to long-lasting client.
  3. Create “wow” moments throughout the process. Be intentional and personal with client...
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