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Accounting Flow Podcast
Nikole Mackenzie's Process for Onboarding New Clients and Improving Their experiences
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Nikole Mackenzie's Process for Onboarding New Clients and Improving Their experiences

In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and improving their experience in her firm. 

You’ll Enjoy:

  • Expert Insights: Nikole explains her proven onboarding process, which welcomes clients and sets the stage for long-term relationships. 

  • Practical Advice: Learn actionable tips to enhance your client’s experience from their first interaction. 

  • Success Stories: Hear real-life examples of how innovative client management has propelled Nikole's firm to new heights.

Grab your headphones and tune in!🎧

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Get Work Done Newsletter
Accounting Flow Podcast
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter daily and discuss ways to improve them.
Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.