CAAS Client On-Boarding
Provider: AICPA
Length: 125 minutes
Business Management and Organization
2.5 CPE Credits
Intermediate
QAS self study
More firms are expanding their client advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Accounting professionals are looking to add competencies in:
- Workflow analysis and design
- Effective consultative client interactions
- How to stay abreast of emerging technologies
- Successfully onboarding clients
- Performing impactful client assessments
- Workflow analysis and design
- Effective consultative client interactions
- How to stay abreast of emerging technologies
- Successfully onboarding clients
- Performing impactful client assessments