View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - small firm
CPA - medium firm
Other
So it’s the busy season, and new clients are coming out of the woodwork. Now what?
Most successful accounting and bookkeeping practices focus on getting new clients, but what happens when they arrive? Your onboarding process is staring you in the face, and the new clients are waiting!
In truth, effective and smooth onboarding starts well BEFORE the client decides to hire your firm! When you’re growing your firm, you need to build a rock-solid onboarding process that is scalable and also delightful to your new clients at the same time. This leads to higher profits and better client retention, and yes, this leads to even more new clients by referral naturally, too.
Join Gabrielle Fontaine of The Freelance Bookkeeper for a live, 60-minute interactive, nuts-and-bolts online session specifically focused on:
- Transitioning your client into your onboarding system as soon as the engagement letter is signed
- Making it easier on you and your team to get new clients set up and in sync, while making onboarding faster
- How and where to insert automation to streamline your whole process
You’ll also get a live demo for how to integrate SmartVault into your client onboarding system.
Walk away from this session with a checklist you can use right away to go from onboarding chaos to a streamlined system, one simple step at a time.
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.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.