1 CPE credit of Business Management & Organization for all CPAs
1 CPE credit for Certified Management Accountants (CMA)
1 CPE credit for Certified Internal Auditors (CIA)
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Conflict Resolution in the Workplace
State Taxation of Pass-through Entities and SALT Cap Workaround
Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload
Taming the E-mail Beast: Key Strategies for Managing Your E-mail Overload
Time Management in “The Cloud” Using Gmail/Google
Building Successful Work Teams for CEOs
CA Employment Law Updates
Interviewing Do’s and Don’ts
Managing Remote Workers
Effective Communication - From Ordinary to an Extraordinary CPA Practice
Essential Communication Skills to Increase Your Sales
Credit card transactions are skyrocketing: Let's get smart about it
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
Onboarding clients is the first step in their journey with your product or service. It is the process to introduce new clients to your company with the goal of building long-lasting, mutually beneficial relationships. One part of the onboarding process relates to ensuring clients know exactly what they're getting (and what they're not getting). Onboarding a new client is one of the critical first steps in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase.
In this Online CPE webinar, Erika Segal, Associate Brand Manager with CPACharge, will discuss the following key questions:
Other major topics covered in this Business Organization and Management online CPE webinar:
Irrespective of your objective to revamp your current onboarding process, or to create one in place, this online webinar is meant for you.
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.
Associate Brand Manager, CPACharge
Erika is a champion of brand management, email marketing, copywriting, social media tools, and technologies, with a track record of creating and implementing successful social media and email marketing programs.
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.