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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
Reviewed
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.
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
490 Ratings
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309
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156
Average
21
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3
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1
DS
Aug 5th, 2022
THe simplification of the material and examples.
ML
Dec 23rd, 2021
Great presenter. She is clear and concise.
MW
Jul 20th, 2022
It was great and I learned a lot.
RM
Nov 7th, 2021
Nice info!
FT
Jun 22nd, 2022
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