There’s a lot to think about when you’re starting your new firm. While you may be doing many things right, in this webinar we’re going to share the 8 mistakes many new accounting firms make, and how to avoid them. Whether you’re in the process of starting your firm or you’ve been in business for many years, this course will be informational for all accounting professionals.
Speaker: Erika Segal
Erika is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.
Publish business information clearly across the web, setting up fee structure properly, planning for CPE at the beginning of the year, developing a referral network right away, setting up proper new client onboarding processes, spending time acquiring the right clientele, portraying as a modern firm, and setting up an easy to use payment processor.
CPAs, managers, owners, and administrators of accounting firms who process client payments.