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The 7-Step Client Experience That Keeps Firms Organized and Clients Happy
Featuring Nick Boscia, CPA
Presented by Financial Cents & SmartVault

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📍100% Virtual

⌚1PM EST

📆 September 16, 2025

Disorganized files. Missed tasks. Confused clients.

If your client experience feels chaotic, you’re not alone. Many firms are stuck piecing together spreadsheets, inboxes, and disconnected tools—while client expectations grow higher and staff burnout rises.

Sound familiar?

That constant “where is that file?” or “did we send that to the client?” doesn’t just slow down your firm—it chips away at your client’s trust.

Even the most technically skilled teams can lose clients when their processes feel clunky and unclear. Because great service today isn’t just about what you deliver—it’s about how you deliver it.

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The good news? There’s a better way.

Join Nick Boscia, CPA a firm owner and operations expert, for a practical, step-by-step walkthrough of how modern firms are redesigning their client experience from the ground up.

You’ll learn a proven 7-step framework to build a firm that runs smoother, communicates better, and keeps clients coming back.

Plus, you’ll see how SmartVault’s secure document storage and Financial Cents’ workflow and firm management tools work together to deliver a seamless experience your clients (and your team) will love.

 

In This Free Training, You’ll Discover:

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The 7 essential stages of a world-class client experience.

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How to organize client work, files, and communication in one central place.
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Where most firms lose time, trust, and efficiency — and how to fix it.

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The power of combining SmartVault and Financial Cents in your tech stack.

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A downloadable 7-step checklist template to implement right away.

Meet Your Speaker: Nick Boscia, CPA
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Nick isn’t just a CPA—he’s a systems strategist and firm builder. With years of hands-on experience growing and optimizing accounting practices, Nick knows exactly where firms get stuck and what it takes to break free. He brings a unique blend of operational insight and practical, no-fluff advice to every session.
Who Should Attend:
  • Accounting firm owners frustrated by scattered processes
  • Any accountant or bookkeeper looking to modernize their client journey
Why This Matters Now
Firms that nail the client experience are the ones that scale. If you're ready to ditch the chaos, stop chasing clients for files, and finally create a reliable system, this webinar is for you.

Save Your Seat Now
📆 Date: September 16, 2025
⌚ Time: 1 PM EST | 10 AM PST
 🎟 Free Registration

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About Financial Cents

Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.

Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.

    People love Financial Cents’ virtual events, we guarantee you will too 😉
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