New
22FR-WX03: How to Onboard a New Client to Your Accounting Firm (Sponsored Webinar)
If you have questions about this event, please call us at 952-831-2707.
Thursday, September 29, 2022
12:00pm - 12:50pm Central Time
1 CPE (1 non-technical)
Free for MNCPA members!
Onboarding a new client is a critical first step in their experience with your firm. It sets the stage for communicating the identity of your practice and what clients can expect from you. Unfortunately, many firms don't take the time to plan out this critical phase. Learn how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don't yet have one in place, this webinar is for you.
This webinar is sponsored by CPACharge.
Major subjects
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Developing an onboarding process
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Setting proper expectations for clients
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Providing a roadmap for projects
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Automating your onboarding process where you can
Learning objective(s)
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Identify ways you can streamline your onboarding process
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Recognize how to delight your new clients with an informational yet efficient experience
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Discover strategies from the best in the business
Who should take this program?
Tax professionals, CPAs, bookkeepers, accountants and enrolled agents
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$39.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$0.00
|
 Standard Nonmember Fee |
$39.00
|
