In episode two we are chatting about the onboarding process. This is how we go from inquiry to a booked client. I dive into 5 simple steps to make this onboarding of clients EASY, automated and clear to your clients.
Episode Four of Built in a Season answers your questions. Questions I can’t and shouldn’t answer, so we’ve brought in a Calgary favourite. Joanna Sheth is a CPA and a small business owner of her own accounting firm, Account Well Co.