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CPA - small firm
CPA - medium firm
Other
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.
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Identify best practices and tools that can be used to map and automate your client onboarding process.
QUESTION 1: 0:15 minutes
QUESTION 2: 0:25 minutes
QUESTION 3: 0:40 minutes
- 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.
Heather D. Satterley, CPA, EA
Satterley Training & Consulting LLC
Founder
heather@satterleyconsulting.com
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 Approved
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About Our Presenter
These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.
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