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Free cpe webinars
Remote Work and Client Relations


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It can be intimidating moving from an environment where clients approached you and meetings occurred when they walked in the door. Working with remote clients requires a different type of relationship. One where they feel they are known, responded to, and taken care of possibly without ever having actually met you. In this webinar, we will uncover some benefits and drawbacks to working remotely with clients, discover how onboarding can build trust, and navigate strategies for smooth communication and managing expectations. 

Learning Objectives:

  • Identify strategies for mastering communication and expectations

  • Recognize how to make onboarding your first 'win'

  • Identify where to find remote clients

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Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

About Our Sponsor

As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit