How to Onboard A New Client to Your Accounting Firm (brought to you by CPACharge)

Description

Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don’t take the time to plan out this fundamental phase. In this course, we will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don’t yet have one in place, this course is for you.

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.

Learning Objectives

Upon completion of this course participants will be able to:

  • Identify ways you can streamline your onboarding process.
  • Delight new clients with an informational yet efficient experience.
  • Apply strategies to automate onboarding
Major Topics

Developing Onboarding Process

  1. Setting Proper Expectations for Client Onboarding
  2. How to Automate When Possible During Onboarding
Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization
1
Who Should Attend

CPAs, managers, owners, and administrators of accounting firms who process client payments.

Instructor(s)
Erika Segal
Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Jul 22, 2022
10:15 am - 11:15 am EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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$50.00
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How to Onboard A New Client to Your Accounting Firm (brought to you by CPACharge)


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