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/