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Free cpe webinars
The Good, the Bad, and the Ugly: Assessing and Onboarding New Clients


Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites CPE for CPAs  Advanced Preparation None  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Series: Bookkeeper, TSheets Business Bootcamp 
Course Description

You’ve just gotten a new lead for a new client and now you must assess what they need from you effectively enough to give them a proposal but that’s only the beginning. After you land the client onboarding can be painful for both sides or it can reaffirm to your new client that you know exactly what you’re doing and they made the right decision.  How do you get the information you need, communicate key tasks to your team, make sure nothing falls through the cracks, and get off to a smooth start?  This class will cover some best practices for new client assessments and onboarding.
3 actionable take-aways:

  • Understand how important a deliberate process is for both assessing and on-boarding.

  • Have a format for gathering key information during both processes.

  • Recognize that assessments and on-boarding are where you set yourself up for success or failure.

Learning Objectives:

  • Have a structure for assessing clients during the initial discovery process.

  • Have a road-map for taking a client from the initial sales process, through on-boarding, and onto a successful long-term relationship.

  • Understand the key things you need to gather during initial on-boarding and the best way to gather this.

Why is this vital to the audience?
These two things, assessing new clients, and on-boarding them, are where accounting firms set themselves up for success or failure.

Why am I so passionate?
We have made a lot of mistakes learning best practices through trial and error and would like to help others avoid some of the same mistakes. We have been through a long and difficult journey with these two processes to get where we are today and I'd like to save other professionals some of the pitfalls along the way.

Ledgergurus logo

Brittany Brown is the Founder and CEO of LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space.  She is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced.  She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space.  Her entire workforce is home-based, operating entirely within the cloud, built on the QuickBooks Online ecosystem.

Handout Materials
Presentation Slides
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.


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 Sponsor

TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.