Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase. In this course, Erika Segal, Brand Manager with CPACharge, will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don't yet have one in place, this course is for you.
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.
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