How to Onboard New Clients & Manage a Remote Team : The Chad Davis Interview

Posted by & filed under Accountant, Growing Your Firm Podcast, Growing Your Firm Questions, Growth.

onboard new clients

Signing the contract is only the beginning. Going through the process to onboard new clients is where the real money is, and Chad Davis from LiveCA will show you what to do. On top of that, Chad will also show you how his firm manages to stay profitable despite having an all-remote team. On this… Read more »