Content Provider
Qbconnect18 logo

Blankbox
Self-Study CPE
PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
View Details/Register
EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
View Details/Register
HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
View Details/Register
THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
View Details/Register
THE DNA OF A CAS FIRM
View Details/Register
Self study cpe
Automate Your Client On-Boarding Workshop

AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP

QB Connect 2019 - Self Study
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNov 08, 2019
Date OfferedNov 08, 2019
Course Description

Join Zapier Expert, Heather Satterley, as you design an automated client on-boarding workflow for your firm! Automate initial client scheduling, communications, document collection, engagement letter execution and the data entry of client information into the apps you already use in your firm. 

Learning Objectives

  • Identify best practices and tools that can be used to map and automate your client onboarding process.

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:15 minutes
QUESTION 2: 0:25 minutes
QUESTION 3: 0:40 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Loading ...

Loading ...
Linkedin Twitter
Satterleytraining

Heather is founder of Satterley Training & Consulting, LLC - a consulting firm focused on helping businesses define, design and automate their processes by employing innovative strategy and cloud-based technology. Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds not only an undergraduate degree in Accounting, but a Masters Degree in Innovation from the D’Amore McKim School of Management at Northeastern University in Boston, MA.

Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past 6 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.

Nasba
Logo qas

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Qbconnect18 logo
QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.

Sign up at https://quickbooksconnect.com