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Freelancebookkeeper

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Self-Study CPE
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Newclientmagic smartvault

NEW CLIENT MAGIC

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 DateMarch 15, 2018
Date OfferedMarch 15, 2018
Expiration DateMarch 15, 2019
Course Description

Converting virtual bookkeeping prospects into clients can be difficult and clunky from a workflow standpoint. Selling your services can feel uncomfortable unless you’re confident that you have what it takes to serve the client’s true needs. But once you have that nailed, how do you make it easy for them to sign up and get started quickly?

That’s what we cover in this nuts-n-bolts webinar on streamlining your new client sign-up process using SmartVault and DocuSign in tandem.  We’ll cover exactly how to…


  • Make it easy for your prospects to say YES to your high-value bookkeeping services that solve their financial management needs…

  • See exactly how to secure new client engagements in hours not days (or weeks) no matter where your new clients are located, whether around the block or across the country…

  • Discover the easiest way to secure up-front payments and assure client commitment to win-win success right from the start (including a shoestring budget workarounds for virtual bookkeepers who are just getting started)…


  • Sample workflow diagrams you can use and customize to your unique situation so you can implement what we cover together immediately…

  • Complete, live software demonstration of how to use SmartVault and DocuSign together as your simple, cost-effective new client conversion solution…

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 for automating and streamlining the client screening and acquisition process.

Not logged
Review Questions
Review Questions
QUESTION 1: 15:00 minutes
QUESTION 2: 37:00 minutes
QUESTION 3: 58:00 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.

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Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.

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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 Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.