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BlogAccountant & Bookkeeper
December 4, 2024•1 minute read

The Art of Onboarding Clients Into Your Firm

Cover Image for The Art of Onboarding Clients Into Your Firm
David White
David White
David White

Senior Content Marketing Manager at Relay

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Onboarding is more than just a necessary step with your clients—it’s a powerful tool for transforming your client base into an unstoppable growth engine for your firm.

Note: this webinar has already aired. You can now watch the on-demand recording!

In this webinar, you'll learn how to design a strategic onboarding process that brings in the clients you want—and keeps out the ones you don’t.

Industry expert Jason Blumer, CPA, will share practical strategies on how accounting professionals can leverage onboarding to build a client base that supports their vision for growth. Whether you’re struggling with misaligned clients or looking to refine your processes, this webinar will give you the tools to take control of your client relationships. 

The Art of Onboarding Clients to Your Firm

Webinar Details:

  • Thursday, January 16 at 1 p.m. ET

  • How to use onboarding as a strategic tool for client alignment 

  • The key components of an Ideal Client Profile (ICP) and how to develop one 

  • Techniques to attract the right clients, and deter the wrong ones 

  • Steps to streamline your onboarding process for efficiency and clarity

About Jason Blumer

Jason Blumer is the founder and CEO of Thriveal, a community that helps entrepreneurial CPA firm owners connect, learn and grow. Since 2010, Thriveal has helped many small firms grow by providing coaching services, webinars, firm consulting, monthly growth groups, and live events. He is also the CEO of Blumer and Associates, CPAs, co-hosts two podcasts (The Thrivecast, and The Businessology Show), and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today.

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