Onboarding a New Client to Your Accounting Firm

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Subject Area

Business Mgmnt and Org

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Before starting this self study program, please go through the instructional document.

Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Introduction

1 mins
Onboarding a new client

2 mins
A great way to start a welcome email

9 mins
What are chargebacks?

17 mins
Setting proper expectations for your new clients

24 mins
Setting proper expectations for your new clients

39 mins
Using automation in the onboarding process

42 mins
Conclusion

50 mins

Course Description

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:
How you can set proper expectations for your new clients.
How to get your relationship started on the right foot.
Developing an onboarding process.
How to set up expectations through onboarding.
Creating a roadmap for the clients with onboarding.
How to take assistance from automation in the onboarding process.

Learning Objectives

To identify ways you can streamline your onboarding process.
To recognize how to delight your new clients with an informational yet efficient experience.
To analyze strategies from the best in the business.

Course Qualification

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Business Mgmnt and Org for CPA in Canada
1 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
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

Expert Speaker

Emiley Parker

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.

About Company

CPACharge

cpacharge.com

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.

Host

Keely Leonard

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.

About Company

CPACharge

cpacharge.com

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.
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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.
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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.
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Ratings and Review

4.3

Excellent

Very Good

Average

Poor

Terrible

Joseph Aiken, CPA (US)

Great info for an aspiring entrepreneur.

Andy Lee, CPA (US)

Great listen.

Shruti Menghani, CMA

Helpfull

Ernesto Martinez, CPA (US)

GREAT

Ariana Allard, CPA (US), EA

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?