CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

How to Streamline Client Cleanup Projects

4.1 (189)

Michelle Vilms

Liscio

Tuesday, June 29, 2021 | 01:00 PM EDT

  • CPA (Canada)
  • CPA (US)
  • CPA/PFS

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

Aug 02, 2021 | 09:00 AM EDT View Details

hiring professional fundraising consultants

Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

(1)

Aug 02, 2021 | 09:30 AM EDT View Details

manage your tax bill for 2020 and beyond!

(65)

Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

(2)

Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

(31)

Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

forecasting in a time of uncertainty

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

financial modeling using excel

Aug 02, 2021 | 10:30 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

Additional Dates

Aug 02, 2021 | 02:00 PM EDT Register

Course Description

Small business owners need your help in getting their books accurate so they can file their taxes and manage their businesses properly. They may have been “going it alone” last year to save money and now they can’t trust their balances. Or, they may be a referral from a CPA firm who asks you to clean up and verify the balances so they can proceed with the tax return. Either way, you need a process to manage this work that results in a great experience for your staff, and for the client. 

This CPE webinar for CPAs discusses the following key topics: 

  • Practical tips designed to help you streamline your client clean-up projects regardless of the length of the engagement
  • Maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.
  • Expanding the clientele of your organization


This CPE webinar is well-suited for any accounting, tax, bookkeeping, or financial professional who needs to exchange sensitive data with their clients and wants to make the process secure, easy, and a seamless part of their client's day.

Learning Objectives

  • To standardize your onboarding process so you can use it with all new clients.
  • To create a specific and manageable request process for clients so as to enable them to respond quickly and easily.
  • To develop a process for wrapping up a clean-up project with the client.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Chartered Professional Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Xero Advisor
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 189
    [average] => 4.1270
)
 

4.1

(189)
39%
40%
15%
5%
1%

MB

great

PS

While this is not directly relevant to my job, the concept is. Despite being a large corporation, there are often pockets of work which were neglected due to lack of ownership or reorganizations. As such, the concepts and approach are similar. Thank you.

MC

Basic for new clients that need help getting organized

JK

Great webinar

CP

No technical issues.

PD

great presentation of a necessary topic.