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Virtual Bookkeeping Success: Client Onboarding Essentials [Webinar Recording]

Автор: 5 Minute Bookkeeping

Загружено: 2024-09-17

Просмотров: 3629

Описание:

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

-----------------------------------------------------------------

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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Get support, tips, and connect with 25,000+ bookkeepers in my free FaceBook community: https://bit.ly/5MB_Group

Join My Mailing List:
Stay in the loop with my monthly news, free resources, webinars, and special course discounts when you join my mailing list: https://veronicawasek.kit.com/content

Free resource:
Get all my essential templates, checklists, and tools in one place inside The Virtual Bookkeeper’s Toolbox: https://bit.ly/bktoolbox

Recommended Resource:
Never miss a step when bringing on new clients with my Client Onboarding Checklist: https://bit.ly/5MB_onboarding

Learn with 5MB Academy:
Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\
**Save 10% on all courses using discount code TENOFF at checkout**

Recommended Apps & Partners:
**Manage client communications and bookkeeping workflows with ease using the Keeper app. Get 20% off the first 3 months by signing up with this link: https://keeper.app/?via=veronicawasek

**Simplify client proposals and payments with Anchor and get a $50 credit when you sign up: https://join.sayanchor.com/Gywsja

Find all of my favorite tools and affiliate recommendations in one place: https://bit.ly/5MB-recommended-partners

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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.

**Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust.

#VeronicaWasek, #5MinuteBookkeeping, #5MBAcademy, #BookkeepingWorkflows, #BookkeepingApps, #VirtualBookkeeping, #AppIntegration, #QuickBooksOnline, #AccountingApps, #BookkeepingTips

Virtual Bookkeeping Success: Client Onboarding Essentials [Webinar Recording]

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