How to Build an Effective Client Onboarding Process

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

When it comes to getting new clients, make sure you’re paying attention to the way you bring them on.

 

Evidence shows us again and again that making sure clients have a great experience is the best way to hang on to them for the long haul. This is just as important at the beginning of the engagement as it is throughout the rest of their time with your company.

 

Client onboarding is the foundation of the client relationship. It’s critical to have a well-integrated, scalable system that is also adaptable and can be adjusted, in real-time, to meet internal organizational and client needs.

 

In this CPE webinar speaker, Lydia Rapp, Account and Project Manager at Summit CPA Group will provide tools to build or refine an existing new client onboarding process.

 

When you’re beginning any relationship with a client, how you start is usually how it will continue to go. So if you don’t have systems or intentions in this client onboarding process, oftentimes it leads to misalignment or upset clients. Or, realistically, just two teams that will be working together but aren’t in sync from a company perspective.

This CPE course will cover how to effectively educate your client and your team on critical information quickly, integrate communications, set and maintain project and relationship expectations, and how adapt without scope creep.

Learning Objectives

  • To design and implement an integrated, scalable, and adaptable onboarding system.
  • To discuss how to utilize onboarding tracking and reporting tools.
  • To manage expectations and deliverables among all stakeholders, in real-time.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CEOs, Accountants, CFOs, Business Owners, Business Managers, and Other individuals who want to improve the onboarding process at their firm.
  • This CPE course helps you in designing and implementing an integrated, scalable, and adaptable onboarding system.

Who Should Attend?

  • Certified Practicing Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Lydia Rapp

Account and Project Manager, Summit CPA Group

Lydia Rapp has worked with teams to design and implement AP, AR, Payroll Processing and Commission Calculation, Cash Management, Budgeting and Forecasting, Employee Onboarding, Performance Management, Operations Management, and Reporting procedures and systems. Her goal at Summit CPA is to partner with clients, and the team at Summit CPA, to analyze resources, identify business needs, and create and implement results-oriented procedures and systems.

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

About Presenter

Tom Wadelton, CPA (US)

Virtual CFO, Summit CPA Group

Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews the key drivers of his clients business to gain a better understanding of the company and to offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect. 

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

About Presenter

Jamie Nau, CPA (US)

Virtual CFO, Summit CPA Group

As the Director of Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Prior to joining Summit, Jamie spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. During that time, he gained a firsthand view of how important the financial numbers are to the decision makers of these companies. Since joining Summit, he has been dedicated to making sure clients have similar information and tools to enable them to make the best decisions for their businesses. Jamie especially enjoys the challenge of making difficult financial concepts easy for everyone to understand! 

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

Faq

FAQs content

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Ratings and Review

4.1

19 Ratings

Excellent

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4

Poor

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Terrible

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GH

Gregory Howell, CPA (US)

Mar 22nd, 2022

Discussion was a little hard to follow.

How to Build an Effective Client Onboarding Process

FREE

1 Credit

Subject Area

Business Management and Organization

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