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Prix Fixe: How to Onboard a New Client to Your Accounting Firm WEBINAR


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1.0 Credits

Member Price $40.00

Non-Member Price $60.00


Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don’t take the time to plan out this fundamental phase. In this course, Erika Segal, Associate Brand Manager with CPACharge, will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don’t yet have one in place, this course is for you.


Learn everything you need to know but didn’t think to ask about email marketing and social media. Learn how and when to communicate with your clients.



Designed For

CPAs and accounting professionals.


Learn how to continuously improve client communication.





This event is part of the following bundles:


Leader Bios

Erika Segal, Brand Manager, CPACharge

Erika Segal is the Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

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Non-Member Price $60.00

Member Price $40.00