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Practiceiq onboarding

EFFICIENT CLIENT ONBOARDING: PROCESSES THAT WORK IN THE REAL WORLD

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 10, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Learn from Tim and his guests on their prior experiences onboarding a large number of clients quickly. How do you motivate the client to get you what you need quickly? What processes are proven to work? What tools are available to help you collect and store the info you receive?

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ian Vacin

Karbon
Co-Founder and Chief Customer Officer
ian@karbonhq.com
(510) 517-6267

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Ian is co-founder and Chief Customer Officer of Karbon.  He has almost 20 years experience in the high tech and accounting industry with expertise in the design, development, and marketing of software solutions. Prior to Karbon, Ian was a key leader of Xero in the US (Vice President of Marketing & Product) and spent almost 10 years at Intuit (where he led the QuickBooks ProAdvisor Program and was the Offering Leader of Intuit's Mac Financial Software). He has led marketing, product management, and engineering teams in Fortune 500 companies and early stage startups. Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University.

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Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

About Our Presenter

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We are a team with extensive experience in the industry, committed to improving the way accounting practices work and communicate with their clients.