How to WOW New CFO Clients (2024)

[@AradBanis]

This was really valuable Michael! It's easy to think about sales tactics and your actual deliverables, but stuff like this I can tell you've learned through experience. Cheers!

[@StephenGPope]

I give a poo hahah -- great video -- applicable to all businesses not just CFOs

[@Katie-ln5mc]

Starting a new business. Thank you so much

[@TheCFOreport]

You’re welcome!

[@absquickbooks1315]

Thank you! I'm struggling right now on onboarding.

[@TheCFOreport]

Glad it was helpful! Where are you getting hung up?

[@absquickbooks1315]

@@TheCFOreport Wow! Thank you for your reply I do appreciate it. Okay, most of clients from upwork are task basis such as they only need bank reconciliation,updated invoices and bills, so my question is, what types on onboarding process do I need to consider if its only task basis? By the way I'm a bookkeeper and I don't have a client yet inside upwork. Do I need to get information such as taxes,address, if the task is only limited?

[@StephenGPope]

I'll give this a try -- I've been razor focused on clients results and onboarding myself

[@faisalmahmud4336]

Hi Michael, I'm a professional Bookkeeper. I'm looking for Bookkeeping client. Is there any opportunity for me to collaborate with you and work with you. Thanks Regards, Faisal