Content Provider
Millennial accounting logo
Sponsored by
Handout Materials
Presentation Slides
Additional Materials
Liscio handout
Free cpe webinars
Onboarding Clients With Excellence in 2021


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Onboarding sets the tone for the relationship and expectations moving forward, so it is critical to get it right. Many practitioners rely on email, multiple documents, and meetings, which can have mixed results.

Attend this webinar to learn tried-and-true best practices for creating an excellent experience for the client and the firm, beginning with the first touch and carrying on through the entire relationship.

Learning Objectives:

  • Identify where the holes are in your current onboarding process with an eye to improving them in 2021

  • List sustainable practices to streamline your onboarding processes and set the right tone and expectations with clients

  • Determine key strategies to delight clients on an ongoing basis while maintaining efficiency and control in your practice

Not logged
Linkedin Twitter
Millennial accounting logo

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

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.