Content Provider

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Free cpe webinars
Getting Clients to Respond the First Time You Ask, In Your Accounting Firm


Available Date(s)
Friday, August 27, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

How do you break through the noise? Clients are busy and they truly do want to respond, but there are so many challenges with using email as your primary communication method with clients. If you find yourself getting frustrated with clients ignoring your emails, or calling you for things you've already sent them, or using creative ways to share documents like texted pictures or attachments to Facebook messages, this webinar is for you. 

Join Lynda Artesani of Artesani Accounting as she shares her best practices for getting clients' attention and ensuring they respond quickly to your requests for documents and information. You'll maintain security, a sense of order and calmness, and you'll never have to chase clients for documents again. It all hinges on how you ask!
Learning Objectives:

  • Evaluate your current methods of requesting documents from clients

  • Recognize the role that technology plays in client response times

  • Identify and list key tips to help clients send you what you need, on the first request

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Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable.  Her specialty is working with attorneys, real estate clients and start-ups.

Lynda was recognized by Intuit and invited to be a member of the Intuit Advisory Council and the Intuit Trainer Writer Network.  Additionally, she is the first Expert Columnist for the QB Community forum.  She also co-admins a Facebook group with Matthew Fulton to help other business owners with QuickBooks, marketing, apps, workflow challenges and much more.  The group is called QB Community Live!

Originally from Rhode Island, Lynda relocated to Estero Florida.  She is a registered yoga teacher and teaches two classes per week.  Connect with Lynda on Facebook or Twitter @lynda_artesani and subscribe on YouTube at Artesanibookkeeping

Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides

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

Our business has evolved dramatically since we first opened our doors in 1999. Data entry is fast becoming a thing of the past. Artesani Management Services wants to be your partner to help you work in the cloud with ease.

We can help you:
  • Integrate the apps that work with QuickBooks Online
  • Conversion QuickBooks Desktop to QuickBooks Online 
  • Training in QuickBooks Online (and Desktop)
  • Elite Level status Intuit, their highest level
  • Workflow specialist because we specialize in Law firms and Real Estate firms, we know your industry and the best apps for workflow and automation.