How to Streamline Client Cleanup Projects

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

Course Description

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 that 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

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.

Recommended For

This CPE webinar for CPAs 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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • 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

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

Michelle Vilms

Speaker, Liscio

At Vilms Consulting, we handle Accounting Services, Training, Advisory, and we LOVE cleanup projects. 


  • Member of the Intuit Trainer Writer Network
  • MBA Babson College
  • Advanced Certified Quickbooks Online and Desktop
  • Air Force B.R.A.T.
  • Board position: Boys and Girls Club of Boston
  • Board position: New England Aquarium
  • Love spending time at the Sea
  • Peloton - Continuing on my fitness journey

About Company

Liscio

liscio.me/

Liscio is the leader in online client experience software for accountants. Liscio combines messaging, file exchange and storage, electronic signatures, task tracking and more in a single application for both mobile and web. Liscio reduces both cost and complexity while improving security. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.2

401 Ratings

Excellent

177

Very Good

151

Average

58

Poor

12

Terrible

3

PS

Paul Skipski, Accountant

Jul 7th, 2021

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.

CA

Cynthia Alsop, CPA (US)

Mar 26th, 2021

I actually enjoyed this training because it was applicable to clean up projects I'm working on right now.

SL

Susan Lapanne, CFE, CPA (US), CGMA

Jun 29th, 2021

This was a very good webinar with good information about a very powerful system tool. Thanks so much.

MC

My CPE, CPA (US), CPA/PFS

Jun 29th, 2021

Basic for new clients that need help getting organized

PD

Phillip Dicaprio, EA

Mar 27th, 2021

great presentation of a necessary topic.

How to Streamline Client Cleanup Projects

FREE

1 Credit

Subject Area

Business Management and Organization

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