Free Webinar Presented by: Katey Maddux of Millennial Accounting on CPA Academy

Register, More Details

Cost Free CPE Credits 1.0 hour

Who should attend? Bookkeepers, CPA - small firm, medium firm

Course Description

While small businesses can use a general accountant, there is so much more value to be found in a specialized accountant, one who works in a specific niche or niches. Specialized accountants learn the systems, processes, and languages of certain fields of business, and therefore have more wisdom and expertise with which to advise businesses in that particular niche. Choosing a niche, however, can be the difficult part. Deciding which niche and your purpose and reasoning for choosing that niche can be overwhelming. In this webinar, we will uncover four different strategies you can use to narrow into a niche, how to optimize your marketing with regards to that niche, and different considerations to hone in on when becoming a specialized accountant.

Learning Objectives:

• Acquire key strategies for narrowing into a niche

• Determine where to start when it comes to marketing to your niche

• Learn how to identify specific needs or KPIs for your niche

Free Webinar Presented by: Katey Maddux of Millennial Accounting on CPA Academy

Register, More Details

Cost Free CPE Credits 1.0 hour

Who should attend? CPA - small firm, medium firm

Course Description

What do next-gen clients want? Millennial clients really dislike email, and how old are you making yourself look with your current processes and systems? Your technology may be making you look outdated or irrelevant. You WILL have millennial clients, so how can you attract the next generation without leaving your current clients behind? This webinar will answer these questions and much more.

Learning Objectives:

• Identify how to address the needs of newer generations without leaving your older clients behind

• Uncover sustainable practices to streamline your business so you can have one process that delights multiple generations

• Learn key strategies to up your client experience game and choose a tech stack that works for everyone

Free Webinar Presented by: Katey Maddux of Millennial Accounting on CPA Academy

Register, More Details

Cost Free CPE Credits 1.0 hour

Who should attend? Bookkeeper, CPA - small firm, medium firm, large firm

Course Description

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.

Learning Objectives:

• Identify where the holes are in your current onboarding process with an eye to improving them in 2021

• List sustainable practices to streamline your onboarding processes and set the right tone and expectations with clients

• Determine key strategies to delight clients on an ongoing basis while maintaining efficiency and control in your practice

• Discover an affordable technology solution that streamlines secure document exchange and client communication in a delightful way for both clients and staff

Free Webinar Presented by: Katey Maddux of Millennial Accounting on CPA Academy

Register, More Details

Cost Free CPE Credits 1.0 hour

Who should attend? CPA - small firm, medium firm

Course Description

Although there is no golden ticket for finding the perfect remote clients, strategies do exist!  Knowing whom you're looking for, where they are, and how to connect with them is critical when it comes to starting an online business. In this webinar, we will walk through how and where to look for clients in your niche, where they're looking for accountants online, and how to utilize your online network to bring in referrals.

Learning Objectives:

• Identify where to start looking for your remote clients

• Identify strategies for connecting with potential clients

• Determine how to utilize your online network to draw in referrals