Getting your firm’s sales and onboarding process right is just as important as your client service process; get best practice tips from Josh Lance, CPA, CGMA.
Josh Lance, CPA, CGMA
A licensed CPA and CGMA, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also head of accounting for Practice Ignition and an adjunct professor at Northwestern University. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. He was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named one of the 40 under 40 in 2017 by CPA Practice Advisor. Find Josh on Twitter @lancejd1.
