Successfully onboarding clients and staff sets the tone early in the relationship. Putting your best foot forward means providing your clients with...
3/24/2023 9:30am - 11:30am | Online | CPA Crossings
$79.00
CPE Categories: Management of a Practice (2 CPE)
Successfully onboarding clients and staff sets the tone early in the relationship. Putting your best foot forward means providing your clients with a stable and consistent process. You can alleviate their fears by providing the best experience possible. Given the adoption of a remote and blended work environment, there are more components to manage and more of a risk of something being missed. In this session, see how project management techniques can shore up gaps, remove redundancy, and add top-notch quality to your onboarding processes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Presented by Samantha Mansfield LLC
Instructor: Samantha Mansfield/Jessica Hartsfield
Partner, directors, managers, seniors, supervisors, HR professionals
After attending this presentation you will be able to...
The major topics covered in this class include:
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