New Firm Playbook FLEXCAST

Overview

Get an inside look on how Logan Graf, CPA-host of a popular Youtube channel-manages his new client intake process by utilizing automation so you can add more productivity to your day. Get the why and the how you should protect your time while still getting clients that align with your own business goals and expertise.

Highlights

Calendar sharing. Filter clients. Automating emails. Client charging.

Prerequisites

None.

Designed For

CPAs, CFOs, CEOs, and other management professionals.

Objectives

Evaluate selectivity of those who have access to your calendar. Utilize different technological solutions to filter clients from the beginning. Illustrate automating acceptance or rejection emails. Analyze charging for new client meetings.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.