Collaboration Corner is an ongoing peer-to-peer member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. 2-3 experienced members will host each session.
CPB Canada encourages both experienced members and new members to use this platform to create community and ongoing support around a range of bookkeeping and related practice matters.
Info
In this comprehensive session, Tonya Schulte, founder of Profit Constructors, will delve into the intricacies of aligning clients with your firm's workflow process. Drawing from her extensive experience, Tonya will share practical strategies and best practices to enhance client communication, streamline workflows, and improve client compliance. Whether you're a seasoned professional or just starting, this session will provide invaluable insights to help you optimize your client interactions and enhance your firm's efficiency.
Learning Objectives:
- Understand the importance of consistency in client onboarding and communication. Walk away, able to implement consistent onboarding processes and enhance communication with clients to improve compliance and satisfaction.
- Effectively educate clients on new tools and processes. You’ll know how to train and engage clients in using new tools and processes, ensuring smooth transitions and continuous engagement.
- Set clear boundaries and manage client expectations. You’ll be able to establish clear boundaries and effectively manage client expectations, leading to better client relationships and more efficient workflows.
Why is this content important to the audience?
With client alignment being a major challenge in today's firms, this session offers timely solutions. Valuable for CPAs, tax preparers, and bookkeepers with teams of three or more, it provides practical strategies from Tonya Schulte to improve client communication, streamline workflows, and enhance compliance. Attendees will learn to implement consistent onboarding, effectively educate clients on new tools, and manage expectations. These insights are crucial for client retention, operational efficiency, and achieving growth in a competitive landscape.
Speaker: Tonya Schulte
Tonya Schulte is an expert in construction accounting, owner of The Profit Constructors, manager of The Construction Junction Roundtable, and host of The Construction Junction podcast. She frequently teaches, leads, and speaks at accounting conferences and construction-related events. Tonya is a board member of the American Subcontractors Association of Arizona and has received multiple awards, including the 2022-2023 ASA National Outstanding Service award and a local ASA of Arizona Outstanding Service award. Among her peers, she is known as the Construction Accounting Guru. With a career in construction accounting that began in high school, Tonya is dedicated to helping subcontractors improve their financial management and operational efficiency. She spends her “off” hours reading, travelling, cooking, and occasionally dipping into the swimming pool – or the chocolate supply – whichever seems appropriate.
You can connect with Tonya via:
LinkedIn @the profit constructors
Instagram @theprofitconstructors
Facebook @theprofitconstructors
Twitter @schultetonya
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