When I bring on a new client, after the initial conversation, I start my on-boarding with a screenshare. I want them to see the face behind the business. I'm virtual, so most folks hire me off a single phone call. We spend that time chatting about their business, how they run things, what they're working toward, and where I can take some weight off their shoulders.
My business is built on relationship bookkeeping. The more I know about my clients and their business, the more I can actually help. I believe it makes a difference.
This process has strengthened the relationships with my clients, by building trust and giving them transparency in how I bring clarity to their business financials.