Content Provider
Vilmsconsulting

Sponsored by
Lisciologo
Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
Streamlining Client Cleanup Projects in Your Accounting Firm

STREAMLINING CLIENT CLEANUP PROJECTS IN YOUR ACCOUNTING FIRM

Available Date(s)
Thursday, December 02, 2021: 4:00PM EST
Wednesday, December 29, 2021: 4:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Small business owners need your help in getting their books accurate so they can file their taxes and manage their businesses properly. They may have been “going it alone” last year to save money, and now they can’t trust their balances. Or they may be a referral from a CPA firm that asks you to clean up and verify the balances so they can proceed with the tax return. Either way, you need a process to manage this work that results in a great experience for your staff—and for the client. 

Come and learn practical tips designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.

Learning Objectives:


  • Assemble and standardize your onboarding process so you can use it with all new clients, regardless of the length of the engagement

  • Construct a specific and manageable request process so clients can respond quickly and easily—and staff can track everything at each stage

  • Identify a process for wrapping up a clean-up project with the client

Linkedin
Vilmsconsulting

Michelle has over twenty years of experience in financial management in corporate and entrepreneurial settings and board experience with non-profit civic organizations. She took on her first consulting client in 2008, and since then has worked with clients in a wide range of businesses. Michelle is a QuickBooks Advanced Certified ProAdvisor. She earned her BS in Accountancy from Long Island University and her MBA from Babson College.

Additional Materials
Data Sheet
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.