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Freelancebookkeeper

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Self-Study CPE
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
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WINNING STRATEGIES FOR WORKING WITH THE GIG ECONOMY
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Newclientmagic smartvault

NEW CLIENT MAGIC

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateMar 15, 2018  Date OfferedMar 15, 2018  Who should attend?CPA - small firm
CPA - medium firm
Other 
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…

Learning Objectives

  • Identify best practices for automating and streamlining the client screening and acquisition process.

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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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Freelancebookkeeper

Gabrielle Fontaine, PB, ASBC is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, which is a 100% virtual bookkeeping service firm since 2003. She is also an Accredited Small Business Consultant. Gabrielle founded the popular blog, The Freelance Bookkeeper, in 2008, as a result of numerous requests from fellow bookkeepers who wanted to work totally via the Internet. The Freelance Bookkeeper (TFB) provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. Gabrielle regularly publishes articles, runs live webinars, and online training programs, and is a guest speaker on podcasts and industry conferences in the professional bookkeeping space. She also frequently shares tips and leads bookkeeper discussions on social media. In her work with small business clients and fellow bookkeepers alike, Gabrielle loves tinkering with online apps and business processes to create workflows that increase efficiency, as well as innovate on ways for bookkeepers to add value and market their services online. Gabrielle was nominated as a Top 100 ProAdvisor in 2015 and 2016, as well as for the Rule Breaker Awards. She is also a proud member of the Profit First Professionals family.

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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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Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.