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Vilmsconsulting
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Lisciologo
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Free cpe webinars
Streamlining Client Cleanup Projects in Your Accounting Firm

STREAMLINING CLIENT CLEANUP PROJECTS IN YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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.