What’s the best way to on-board a new client to your business? What we do is try and understand a few things first. We love doing accounting and the things that aren’t necessarily core to what a company does.
So, we take on the not-so-fun stuff.
We look at these things:
- Trying to understand the current condition of a new client’s finances.
- Work on “cleaning up” their books.
- Setting things up so that they can run it themselves with our oversight.
- Training them to be self-sufficient
Every company brings on a new client in their own way. We choose to learn about what is going on currently, evaluate and report and then customize a solution for the clients’ specific needs.