Every accounting firm experiences this whether small or large, on-boarding the new client. For some as they grow this is a regular process as they grow the firm. For others this is occasional and erratic. Either way, this is an essential, dare we say your first impression with the client. This is your time to SHINE and over-deliver but too often it is filled with frustrations and problems. Learn now what you can do to avoid the mistakes so often made when on-boarding a new client. See what you can do as a large firm to manage the process and [More]