Course Details

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Course Description

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:

  • Transitioning your client into your on-boarding system as soon as the engagement letter is signed
  • Making it easier on you and your team to get new clients set up and in sync, while making on-boarding faster
  • How and where to insert automation to streamline your whole process

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.

Learning objectives

  • To learn the strategies of transitioning your client into your on-boarding system as soon as the engagement letter is signed.
  • To learn how to make things easier on you and your team to get new clients set up, while making on-boarding faster.
  • To learn how and where to insert automation to streamline your whole process
  • To learn how to integrate SmartVault into your client on-boarding system

About Presenter

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.

FAQ

  • 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.

Refund/Cancellation Policy

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).

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NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

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.

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Friday, May 29, 2020 | 02:30 PM EDT View Details/Register
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement
Friday, May 29, 2020 | 03:00 PM EDT View Details/Register
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  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm Tax Pros Tax Firm Young CPA Entrepreneurial CPA Accounting Practice Owners Cloud Accountants Entrepreneurial Accountant
  • Handout Material Download

upcoming Live CPE Webinars

The Mathematics of Estate Planning for IRAs After the Secure Act
Friday, May 29, 2020 | 09:00 AM EDT View Details/Register
Understanding your risks in offering services to cannabis industry
Friday, May 29, 2020 | 09:00 AM EDT View Details/Register
FORM 4797 - INS & OUTS OF REPORTING THE SALE OF TRADE OR BUSINESS PROPERTY (UPDATED 2019)
Friday, May 29, 2020 | 09:30 AM EDT View Details/Register
Tapping CARES Cash Quickly - PPP Loans/Loss Carrybacks and Tax Breaks Don’ Let Opportunity Slip Away
Friday, May 29, 2020 | 10:00 AM EDT View Details/Register
The Theory of Constraints and Lean Accounting
Friday, May 29, 2020 | 11:00 AM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2019)
Friday, May 29, 2020 | 11:00 AM EDT View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Friday, May 29, 2020 | 01:00 PM EDT View Details/Register
THE TAX WORLD COVID-19: CHANGES PROFESSIONALS NEED TO KNOW
Friday, May 29, 2020 | 01:00 PM EDT View Details/Register
INNOVATION BEYOND TECHNOLOGY
Friday, May 29, 2020 | 01:30 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Friday, May 29, 2020 | 02:00 PM EDT View Details/Register
Tax and COVID-19: What to Expect from Audits, Appeals, Criminal Tax Investigations, Collection activities of IRS amid COVID-19
Friday, May 29, 2020 | 02:30 PM EDT View Details/Register
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement
Friday, May 29, 2020 | 03:00 PM EDT View Details/Register
EVERYTHING YOU NEED TO KNOW ABOUT IRAs - CONTRIBUTION, DISTRIBUTION & TAXATION (TRADITIONAL,ROTH, SEP & SIMPLE)
Monday, June 01, 2020 | 09:00 AM EDT View Details/Register
Cryptocurrency Fraud and Forensics
Monday, June 01, 2020 | 09:00 AM EDT View Details/Register
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Monday, June 01, 2020 | 10:00 AM EDT View Details/Register