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HOW TO BUILD & STREAMLINE YOUR CLIENT ONBOARDING SYSTEM

4.7 (11)

Gabrielle Fontaine

SmartVault

Thursday, March 26, 2020 | 02:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

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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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Pros
  • Young CPA

Testimonial

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4.7

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73%
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