Onboarding Clients During COVID-19

On April 13, 2020 The Consulting CPA hosted its third open-line call for CPA’s during the COVID-19 pandemic. This week we talked specifically about how our on-boarding approach has changed during a time when the issues facing businesses will not wait for the results of a strategic assessment. And we went over specific examples of an engagement letter we recently signed with a client.

Toward the end of the call we talked about our marketing and business development activities during this time when our normal process of meeting face-to-face with referral sources has been put on hold. Participants were invited to sit-in on webinar/open-line call for clients and friends of the firm immediately following the call. That recording can be viewed along with downloadable materials at Axiom’s website.