Accounting Services Committee Webinar

Series One: Onboarding New Clients

DFK International members are invited to participate in an exclusive webinar dedicated to enhancing the client onboarding process. Whether you are looking to refine your existing processes, or you already have an efficient system in place and are willing to share your experiences to support fellow members, this event is tailored for you.

Webinar Date: 24th June
Time: 9:30 AM (GMT)
Duration: 1 hour

Hosted by: Accounting Services Committee

This webinar will provide an in-depth exploration of the key aspects of client onboarding, including:

  1. Key steps and procedures for onboarding new clients
  2. Ensuring smooth transitions into accounting systems
  3. Information and documents typically requested from new clients
  4. Customising the onboarding process for client-specific needs
  5. Examples of checklists and templates used during onboarding
  6. Establishing effective communication channels with new clients
  7. Assessing the level of expertise or familiarity a new client has with accounting practices
  8. Addressing compliance and regulatory issues
  9. Setting expectations with new clients regarding timelines, deliverables, and communication protocols
  10. Ensuring data security and confidentiality during onboarding
  11. Handling challenges or roadblocks that may arise during the onboarding process
  12. Sharing success stories and best practices from past client onboarding experiences
  13. Soliciting feedback from new clients to continuously improve the onboarding process
  14. Utilising technology tools and software platforms to streamline the client onboarding experience
  15. Allocating resources and assigning responsibilities within the team to facilitate efficient client onboarding

Participants will have the opportunity to learn from peers across the globe and contribute to the collective knowledge of the DFK community. This is an excellent platform to exchange insights, discuss challenges, and share success stories.

Who Should Attend: All DFK International members who are interested in improving their onboarding processes or willing to share their successful practices with others.

Registration: To secure your place, register here.

Join us for this informative session and help us build a stronger, more knowledgeable DFK community.

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Outsourcing - Knowledge Sharing and Best Practice