Content Provider
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Self study cpe
How to Onboard a New Client to Your Accounting Firm


CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateDecember 27, 2021
Date OfferedDecember 27, 2021
Expiration DateDecember 27, 2022
Course Description

Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase. In this course, Erika Segal, Brand Manager with CPACharge, will discuss 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 course is for you.

Learning Objective:

  • Identify ways you can streamline your onboarding process

Self-Study Course Instructions:


Download the course document(s) (below) and follow prompts contained in the document.


Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Self studyimage cpacharge onboard
Handout Materials
Presentation Slides
Additional Materials
Review Questions
Review Questions
QUESTION 1: 0:08:50 minutes
QUESTION 2: 0:15:20 minutes
QUESTION 3: 0:18:09 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Erika Segal

Associate Brand Manager
(844) 352-4705

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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.

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NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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CPACharge is an online payment solution developed specifically for CPA firms, giving you a professional way to accept credit, debit, and ACH payments. Give clients the options they want, while you get real-time reporting for easy, accurate reconciliation. Trust the experts for a solution that’s used by 50,000 professionals and offered as a Member Discount Partner by AICPA—CPACharge.