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Self-Study CPE
TECH STACK IMPLEMENTATION - FOR REAL!
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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Free cpe webinars
Automate Client Onboarding and Payments with Practice Ignition

AUTOMATE CLIENT ONBOARDING AND PAYMENTS WITH PRACTICE IGNITION

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Systemizing your client onboarding process is crucial in streamlining your firm's internal workflows while ensuring the efforts you put forth are paid. Effective communication using technology is key in optimizing the client experience and reducing roadblocks that may cause frustration and churn. 

Along with Jennie Moore (Moore Details Inc.), we’ll unpack:


  • How to uncover what your client is clearly valuing to confidently present your service package.

  • Effective means to communicate with your client during the prospecting period .


*As a bonus we'll provide you with an engagement letter to quickly engage with your new clients.

Linkedin
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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning and helping people accept change.

Additional Materials
Case Study
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

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 Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.