LIVE WEBINAR
Upgrade Your Client Onboarding Process with Automation
Learn how to impress new clients from the start with a smooth workflow and get paid seamlessly:
- Discover the mistakes you’re making in your client onboarding process and how to improve
- Learn how to create a smooth client onboarding process
- Learn how to use Financial Cents and Ignition with Zapier
JULY 31, 1PM ET
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About the webinar
Client onboarding is one of the most critical processes accounting and bookkeeping firms need to get right. It marks the beginning of a new business relationship that can go either way. With a great onboarding process in place, new clients enjoy a smooth transition and tell their friends about their experience with your firm, bringing you more business.
However, with multiple steps and software involved, how can firms automate the process from end to end?
In this webinar, our guest, Greg Scholten, EA of OnTrack Accounting, will share his firm's process for automating client onboarding, impressing clients, getting all the information needed to work on the client’s project, and getting paid seamlessly using Financial Cents and Ignition.
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Agenda
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The mistakes you’re making in your client onboarding process and how to improve
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How to create a smooth client onboarding process and get paid seamlessly
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The basics of Zapier for accounting tech stack integration.
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See how Financial Cents and Ignition fit in the onboarding process and how to automate the steps from end to end.
About Greg Scholten, EA, MBA
Firm Name: On Track Accounting Solutions
Niche: Nonprofits, Adult Foster Care Homes, and Small Business Accounting
Location: Grand Rapids, MI, but a virtual firm
Staff Size: 3, including myself
Formed: 2016
Greg Scholten is an engaged and detail-oriented individual with over 15 years of experience in the accounting profession as a tax accountant and accounting manager. He has earned his bachelor’s and master’s degrees in accounting, along with obtaining his license to practice in front of the IRS as an Enrolled Agent. Greg is also on the accounting faculty at a local university teaching both in person and live virtually formats in various topics in accounting, payroll, tax, and QuickBooks.
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.
About Ignition
Ignition helps accounting and professional services businesses Seamlessly engage clients, bill and get paid
With a vision to transform how professional services and their clients do business together, Ignition empowers 7,000+ businesses to reach their full revenue potential. To date, Ignition customers have engaged over 1.5 million clients and generated US $6.6b in revenue via the platform. Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.
