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.
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!