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Self-Study CPE
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Self study cpe
Intentional Onboarding: The Key to Strong Client Relationships


QB Connect 2018
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateNov 07, 2018
Date OfferedNov 08, 2018
Course Description

It's no surprise that the first few months of a new client relationship are the most important in determining whether a client is won or lost. Having an intentional onboarding process in place is key to forming positive, long-term client relationships and increasing revenue.

  • In this session, you'll learn how to create a systematic onboarding process, and establish clear expectations for your team and your client.

  • You'll also observe a live role play of what this process can look like with a client.

  • How to develop and implement personalized standard operating procedures for each client

  • How to set expectations to ensure success

  • How to systematize the onboarding process and how to develop and implement personalized standard operating procedures for each client.

Learning Objectives

  • Determine how intentional onboarding can play a role in successful customer experience.

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Review Questions
Review Questions
QUESTION 1: 0:12:00 minutes
QUESTION 2: 0:17:00 minutes
QUESTION 3: 0:28:00 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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Zach Cochran

Two Roads
Director of Experience

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Zach Cochran is the Director of Experience at Two Roads Bookkeeping based in Knoxville, Tennessee. He manages a team of remote bookkeepers to ensure that the expectations of all Two Road clients are met and hopefully exceeded.

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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.

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