Published : July, 2022
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In this podcast, Keely Leonard, Director of corporate communications at CPA Charge takes a conversation forward on How to Onboard a New Client to Your Accounting Firm with Emily Parker Brand, manager of the CPA charge
They discuss on following subjects:
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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Brand Manager, CPACharge
Emiley Parker is the
Brand Manager for CPACharge. As a marketing professional, she has 10+
years’ experience driving all things marketing, from building strong
brands to executing strategies to grow successful businesses. Emiley
enjoys speaking about payment solutions and sharing best practices to
help professionals manage their business.
CPACharge provides CPAs, EAs and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on-the-go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.
Public Relations and Social Media Manager, CPACharge
Keely Leonard is the Social Media & PR Manager for CPACharge. Keely has over seven years of experience in marketing, advertising, social media and public relations.
CPACharge provides CPAs, EAs and accounting professionals with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their websites or on-the-go. Trusted by more than 150,000 professionals, CPACharge requires no contracts, setup or cancelation fees and is the only payment solution offered by the AICPA as a member benefit.
45 Ratings
JA
Jul 17th, 2023
Great info for an aspiring entrepreneur.
SM
Mar 26th, 2024
Helpfull
AA
Jan 15th, 2023
Extremely scripted. Very stilted and awkward. Same phrases used over and over, not natural at all. “That’s such a great point, Emily!” Was said at least 5 times. And commercials? Really? In a CPE on a paid platform?
BP
Dec 30th, 2022
good brush up on marketing new clients and keeping in touch with my clients
KM
Nov 25th, 2023
quiz questions were not all correct
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