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.
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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.