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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 on-boarding process is staring you in the face, and the new clients are waiting! Whether you are on-boarding a new client or an employee, having a standardized process from start to finish saves time, keeps things moving, and builds confidence in your client/employee.
In truth, effective and smooth on-boarding starts well BEFORE the client decides to hire your firm! When you’re growing your firm, you need to build a rock-solid on-boarding 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:
You’ll also get a live demo for how to integrate SmartVault into your client on-boarding system. Walk away from this session with a checklist you can use right away to go from on-boarding chaos to a streamlined system, one simple step at a time.
Gabrielle Fontaine, PB, ASBC is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, which is a 100% virtual bookkeeping service firm since 2003. She is also an Accredited Small Business Consultant. Gabrielle founded the popular blog, The Freelance Bookkeeper, in 2008, as a result of numerous requests from fellow bookkeepers who wanted to work totally via the Internet. The Freelance Bookkeeper (TFB) provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. Gabrielle regularly publishes articles, runs live webinars, and online training programs, and is a guest speaker on podcasts and industry conferences in the professional bookkeeping space. She also frequently shares tips and leads bookkeeper discussions on social media. In her work with small business clients and fellow bookkeepers alike, Gabrielle loves tinkering with online apps and business processes to create workflows that increase efficiency, as well as innovate on ways for bookkeepers to add value and market their services online. Gabrielle was nominated as a Top 100 ProAdvisor in 2015 and 2016, as well as for the Rule Breaker Awards. She is also a proud member of the Profit First Professionals family.
In 2008, we started with a simple premise, create a single destination for your documents so that it's easy to find the files you need when you need them, from any app and any device.
Today, SmartVault is an online platform for managing and securely sharing files. It's integrated with market leading business and accounting apps to give you a more efficient workflow. You'll spend less time looking for and managing the flow of documents, and more time doing things that add greater value to your business. Is it a better life? We think so.
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
MY-CPE LLC (Sponsor Id#: 143597) 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.