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URL:https://cpbcan.ca/events-learning/upcoming-webinars/index.html/event-in
fo/details/id/204
SUMMARY:Webinar: Graceful Ending - Disengaging Clients
CLASS:PUBLIC
DESCRIPTION:It’s time to say goodbye to a client. And no matter the reaso
n for the goodbyes\, a graceful ending is always in order.\n
CPD Units: 1\n\n\nhttps://cpbcan.ca/events-learning/upcoming-webi
nars/index.html/event-info/details/id/204
X-ALT-DESC;FMTTYPE=text/html:
I t&rsquo\;s time to say goodbye to a client. And no matter the reason for t he goodbyes\, a graceful ending is always in order. span>
\n\nThere are many steps to disengage a client and you must get through them in a timel y and thorough manner. Dragging it out\, miscommunication\, repeating requ ests\, and forgetting steps can make a messy affair out of even the most c ordial ending.
\n\n
This session details how to calmly disengage c
lients using forms\, communications\, processes and task lists.
*For specific accounting program disengagement tasks\, only QBO-centri c examples will be discussed. The task concepts can be easily adjusted for Sage and Xero by users of those programs.*
\n\n \;
\n\n\n\n
Speaker: \;Kellie Park
s CPB
Kellie is a relentless organizer and believes
cloud financial technology is key to organization.
She is an
ardent devotee of online accounting platforms and loves all the apps that
create a robust cloud accounting ecosystem. She adopted cloud financial te
chnology for her own business in 2009 using Freshbooks for invoicing. And
then QBO in 2012\, as soon as it came to Canada and happily migrated all o
f her clients to it.
\n
\nKellie loves introducing QBO and the a
pp partner programs to accountants and their clients. She now spends much
of her day educating Accounting Firms and SMBs but loves keeping her head
firmly in her bookkeeping client'\;s day-to-day accounting needs as wel
l. Cloud accounting technology has made it possible for Kellie to enjoy wo
rking from out-of-country locations for most of the winter and maintain he
r coaching and bookkeeping business seamlessly.
\n
\nKellie and
her husband Jeff\, a Fly Fishing Guide have 3 grown kids and live with 2 u
nruly Australian Shepherds in a 100-year-old lakeside cabin (that is chron
ically under renovation).
\n
\nKellie is a proud member
of the Intuit International Trainer Writer Network and the FreshBooks Acc
ountant Council.