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How to Onboard a New Client to Your Accounting Firm

  • Accountant
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: July, 2022

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  • 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.

Recommended For

  • This Podcast is recommended for CPAs, accountants, and bookkeepers who desire to Onboard a New Client to Your Accounting Firm. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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

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.

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

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.

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.

Faq

FAQs content

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