Virtual Bookkeeping Success: Client Onboarding Essentials [Webinar Recording]

In this webinar recording, Veronica Wasek shares her insights into seamlessly onboarding new clients, including:

•When a client becomes a client
•Making your onboarding workflows simpler
•The client kick-off meeting
•Using onboarding checklists to their fullest

Download your webinar handout here: https://bit.ly/44GLSSn

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Chapters:
3:07 Introduction
7:08 Then and now
10:55 Key to success
12:57 Virtual bookkeeping workflows
18:20 Are you using engagement letters?
23:52 What challenges do you have with onboarding new clients?
41:24 The client kick-off meeting
41:56 Do you have problems setting boundaries with clients?
54:37 Are you using an onboarding checklist?
1:06:00 Q&A
1:22:34 Outro

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

Copyright:
© 2025 Veronica Wasek – 5MB LLC. All rights reserved.

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