Navigated to Ep. 167: First 30 Days - A Blueprint for Onboarding Cannabis Clients

Ep. 167: First 30 Days - A Blueprint for Onboarding Cannabis Clients

April 21
13 mins

Episode Description

Landing high-value Cannabis clients is just the beginning. Your onboarding process sets the tone for the entire relationship and demonstrates your expertise from day one.

Join Andrew Hunzicker, CPA, for this insightful episode as we reveal:

  • How to structure the discovery process to uncover critical issues

  • Setting clear expectations and boundaries from the start

  • Essential documents and systems to request immediately

  • Quick wins that demonstrate value in the first 30 days

  • Building a permanent audit trail from the beginning

  • Ways to prevent scope creep while maintaining high service levels

Whether you're working with farms, manufacturers, or dispensaries, this episode provides a proven framework for successfully onboarding Cannabis accounting clients. Stop wondering if you're missing something crucial—learn how to protect both you and your clients while setting the foundation for a successful long-term relationship.


Listen here 👉https://creators.spotify.com/pod/profile/dopecfo/

See all episodes