NASBA CPE Credit is being offered for this webinar.
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SPONSOR CONTENT FROM INTUIT QUICKBOOKS
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WEB SEMINAR

Client onboarding essentials for accountants
REGISTER NOW

Join us for a comprehensive webinar that dives deep into the essentials of client onboarding for accountants. Our expert panel will talk through their top strategies to streamline your onboarding process, lessons they've learned, and how to identify areas for improvement. This webinar is designed for accounting professionals eager to examine the onboarding processes and improve one of the first experiences clients have with firms.

 

What You Will Learn:

  • Techniques for effective initial meetings to gather crucial client information.
  • How to evaluate and select the right technology solutions for diverse client needs.
  • Strategies to manage client expectations and effectively communicate the value of your services.
  • Insights into common onboarding challenges and practical solutions from real-world experiences.
  • Tips on organizing and automating the onboarding process to improve efficiency and client retention.

Don't miss this opportunity to enhance the start of your client relationships and lay the ground work for sustained success.
 
SPEAKERS

Tina Hendry

Partner
Grantham Poole
(Speaker)

Keila Hill-Trawick

Founder and CEO

Little Fish Accounting

(Speaker)

Danielle Lee

Managing Editor
Accounting Today

(Moderator)
 
REGISTER NOW
 

NASBA CPE Credit is being offered for this webinar.*

SourceMedia Inc. d/b/a Arizent 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 the 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.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.
 

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