Create a smoother client experience, reduce admin, and start every new engagement with the information your team needs.
Join this practical webinar for bookkeepers to learn how to streamline client intake, standardize your onboarding process, and spend less time chasing information before the Q4 rush begins.
Client onboarding shouldn’t be a spreadsheet-and-email scavenger hunt.
When your process relies on back-and-forth emails, manual forms, and disconnected systems, new client work can quickly become slow, inconsistent, and difficult to scale.
In this session, you’ll see how to build an onboarding workflow that helps you:
- Collect the right client information from the start
- Use customizable templates to create a consistent client experience
- Reduce manual follow-up and avoid incomplete intake details
- Connect deal information directly to the forms your clients need to complete
- Get your team and clients ready for a smoother Q4
Whether you’re refining an existing process or building one from scratch, you’ll leave with practical ideas you can put into action right away.
What you'll learn
- The common friction points that slow down bookkeeping client onboarding
- How to create an intake process that feels polished for clients and efficient for your team
- Ways to use forms and templates to standardize requests and reduce repeat work
- How connecting client and deal information to your intake workflow can cut down on admin
- A simple framework for getting your onboarding process Q4-ready
Speaker
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He helps tax professionals with educational and thought-provoking content at JWellsTax. Contact Jeremy at jeremy@steadfastbookkeeping.com and follow him on X/Twitter @jwellstax.
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