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[Music] welcome to todays webinar were going to talk about how to build effective onboarding processes and as firms we talk a lot about growth growing clients how can we increase that and bringing someone on at the very beginning our client on successfully is so important to getting that done well so thats our main topic to introduce myself im tom waddleton i am one of the full-time virtual cfos at summit cpa group and so this is my role as doing this kind of onboarding with clients and then the continuing service with them um happy to be here i work in indiana im pretty active with the indiana cpa society so looking forward to this discussion today a couple of administrative things that i have to cover like all cpe events consider the same kind of rules um so were going to give one cpe credit for todays session you do have to intend the entire 50-minute session we will have um poll questions and so people need to answer those if you complete that you will get the cpe certifica
