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Free cpe webinars
Finding Remote Clients: Where to Start

FINDING REMOTE CLIENTS: WHERE TO START

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Although there is no golden ticket for finding the perfect remote clients, strategies do exist! Knowing whom you're looking for, where they are, and how to connect with them are critical when it comes to starting an online business. In this webinar, we will walk through how and where to look for clients in your niche, where they're looking for accountants online, and how to utilize your online network to bring in referrals.

Learning Objectives:


  • Identify where to start looking for your remote clients

  • List strategies for connecting with potential clients

  • Recognize how to utilize your online network to draw in referrals

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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!

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As the CEO of Financial Cents, Shahram Zarshenas spends his time helping accountants get visibility across their firm to prevent things from falling through the cracks. Prior to Financial Cents, he founded an investment banking firm that helped software companies scale and exit their business.

About Our Sponsor

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Financial Cents is an easy to use cloud-based accounting practice management solution that helps thousands of accountant's scale and grow their firm. It provides everything accountants need to easily manage their team and hit their deadlines.