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Free cpe webinars
How to Build an Effective Client Onboarding Process

HOW TO BUILD AN EFFECTIVE CLIENT ONBOARDING PROCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 15, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Client onboarding is the foundation of the client relationship. It’s critical to have a well-integrated, scalable system that is also adaptable and can be adjusted, in real-time, to meet internal organizational and client needs. In this webinar, Lydia Rapp, Account and Project Manager at Summit CPA Group, will provide tools to build or refine an existing new client onboarding process. We’ll cover how to effectively educate your client and your team on critical information quickly, integrate communications, set and maintain project and relationship expectations, and how to adapt without scope creep. 

This webinar is designed for accountants and firm owners who want to improve the onboarding process at their firm, design and implement an integrated, scalable, and adaptable onboarding system, and learn more about onboarding tracking and reporting tools.

Learning Objectives:


  • Design and implement an integrated, scalable, and adaptable onboarding system 

  • Summarize onboarding tracking and reporting tools

  • Determine expectations and deliverables among all stakeholders, in real-time

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lydia Rapp

Summit CPA Group
Account and Project Manager

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Lydia Rapp has worked with teams to design and implement AP, AR, Payroll Processing and Commission Calculation, Cash Management, Budgeting and Forecasting, Employee Onboarding, Performance Management, Operations Management, and Reporting procedures and systems. Her goal at Summit CPA is to partner with clients, and the team at Summit CPA, to analyze resources, identify business needs, and create and implement results-oriented procedures and systems.

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Jamie Nau

Summit CPA Group
Director of Accounting
[email protected]
(260) 497-9761

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As the Director of Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Before joining Summit, Jamie spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. During that time, he gained a firsthand view of how important the financial numbers are to the decision-makers of these companies. Since joining Summit, he has been dedicated to making sure clients have similar information and tools to enable them to make the best decisions for their businesses. Jamie especially enjoys the challenge of making difficult financial concepts easy for everyone to understand!

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Tom Wadelton

Summit CPA Group
Virtual CFO
[email protected]
(260) 497-9761

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Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.

About Our Presenter

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Summit CPA was founded in February of 2002 in Fort Wayne, Indiana with the focus of taking a non-traditional approach to accounting. They did not want clients to be hesitant when called because they were afraid of the end result – A BILL.

Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.

By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.

Do clients like the non-traditional approach? Summet CPA thinks they do.