From Great Processes to Even Better Profits

How do you streamline your accountancy practice while delivering an exceptional client experience?

In this episode, I walk you through the systems I’ve built to automate workflows and onboard clients with ease.

You’ll discover:
→ Why first impressions in the sales process matter more than anything else.
→ The tools I use to create a seamless prospect-to-client journey.
→ How to integrate pricing, CRM, and onboarding into one efficient system.
→ The mindset shift needed to hire the right people and build a culture fit.

I also share my latest project: developing software to centralise sales, pricing, and onboarding. You'll hear about the challenges, lessons, and why I believe taking risks is worth it.

If you’re an accountant ready to elevate your practice and save time while increasing profits, this episode is for you.

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#187 My Onboarding System + Software Project 20:40 Share

The Profitable Accountant Podcast

Shownotes Transcript

#187 My Onboarding System + Software Project