Content Provider
Qbc connect logo new

Middlebanner rc110922
Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
View Details/Register
HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
View Details/Register
MAKING THE HYBRID WORK MODEL WORK FOR YOUR 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 Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 8, 2019
Date OfferedNovember 8, 2019
Expiration DateNovember 8, 2020
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. 

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

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

Automate your client
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
Growthlab logo

Heather Satterley is the Chief Innovation Officer for GrowthLab Finance-as-a-Service. She leads the strategic initiatives of Satterley powered by GrowthLab by working with accounting firms, venture-backed companies, and medium-sized businesses to identify inefficiencies, bottlenecks, and other areas for process improvement so they can simplify, automate, and standardize their finance, data, and accounting operations. 

Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier expert. She holds an undergraduate degree in Accounting and a Master’s Degree in Innovation from Northeastern University in Boston, MA. 

Heather is the co-host of the The ‘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 7 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

Qbc connect logo new
QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.