What’s more important? The service we provide, or the manner in which we provide it? Zach Cochran of Two Roads Bookkeeping walks us through the process of intentional onboarding, and how the steps you take in the first 30 days of a client relationship are the key to earning trust, gaining understanding of your client’s business, and establish a strong, long-lasting and ultimately profitable relationship.
- Call Sales: 800-458-3175Call Sales: 800-458-3175
- Call 800-458-3175HoursMon - Fri, 6:00am - 6:00pm PST
- Sign Up
- Sign in
- Products & SolutionsProducts & Solutions
- Accounting solutions
- For your clientsFor your clients
- More accounting solutionsMore accounting solutions
- QuickBooks Online with PayrollManage payroll, benefits, and HR support for your clients.
- QuickBooks TimeReady-to-use resources to market and grow your practice.
- QuickBooks PaymentsGet clients paid faster and easier.
- QuickBooks Capital
- Workers' compensation insurance
- QuickBooks Apps
- View all Products & Solutions
- Training & CertificationTraining & Certification
- ProAdvisor ProgramProAdvisor Program
- Resources
- News & Community
- Support
Intentional Onboarding: Happy Clients and Happy Employees
Call Sales: 1-800-459-5183
© 2024 Intuit Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.
By accessing and using this page you agree to the Website Terms of Service.