The Good, The Bad and The Ugly: Assessing and Onboarding New Clients with Brittany Brown, CPA, CEO

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[1.0 CPE Credit]

About this webinar

Do you find that assessing and on-boarding new clients is tough? You’re not alone. It’s one of the most difficult things we do as accounting firms. Yet it’s the secret between setting us up for future profitability or setting us up for loss. Learn the key processes and systems you need to implement to assess and onboard new clients, taught by someone who learned through trial and error how to rapidly grow her accounting firm.


Course Objectives:

  • Understand the importance of accepting the right kind of clients for your practice.
  • Develop a structure for assessing clients during the initial discovery process.
  • Learn to draft a road-map from the initial sales process, through on-boarding, and onto a successful long-term relationship.
  • Understand the key things you need to gather during initial on-boarding and the best ways to gather.
  • Identify tools to aid the process.


About your instructor

Brittany Brown is the Founder and CEO of LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space. She is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced. She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space. Her entire work force is home based, operating entirely within the cloud, built on QuickBooks Online ecosystem.



Participants will earn 1.0 CPE credit.

Field of Study: Business Management & Organization- Non-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group Live Webinar

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email

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