Onboarding sets the tone for the relationship and expectations moving forward, so it is critical to get it right. Many practitioners rely on email, multiple documents, and meetings, which can have mixed results.
Attend this webinar to learn tried-and-true best practices for creating an excellent experience for the client and the firm, beginning with the first touch and carrying on through the entire relationship. You'll also learn about key technology that helps.
Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!