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How To Onboard A New Client To Your Accounting Firm

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


  • Do a communication self audit
    4 mins
  • Credit Card Authorization Forms
    11 mins
  • Make it easy - virtualize your firm
    24 mins
  • Do you want to look like this
    33 mins
  • Practice management software
    37 mins

Course Description

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: 

  • How you can set proper expectations for your new clients?
  • How to get your relationship started off on the right foot? 

Other major topics covered in this Business Organization and Management online CPE webinar:

  • 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.

Irrespective of your objective to revamp your current onboarding process, or to create one in place, this online webinar is meant for you.

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.

Who Should Attend?

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