This course is designed to equip learners with the knowledge and skills necessary to effectively manage the onboarding process, a critical phase in establishing successful and long-lasting relationships with CAS clients. 

Learners will explore how to set clear expectations during onboarding, create a structured onboarding process with defined steps and a clear endpoint, and improve the onboarding workflow using technology and appropriate staffing. By mastering these practices, learners will be prepared to deliver exceptional service and support to CAS clients from the beginning of the engagement. 

 

Best fit for learners who want to:  

Create or improve a structured onboarding process that sets clear expectations, supports staff and clients, and creates a strong foundation for ongoing CAS relationships. 

Learning objectives  

By the end of this course, learners will be able to:  

  • Recognize the importance of onboarding in setting expectations for ongoing relationships with CAS clients, improving client and staff satisfaction, and preparing for recurring services. 
  • Determine a clear onboarding process with delineated steps and distinct beginning and end. 
  • Identify appropriate staffing for the onboarding process. 

 

CPE Credit

Requirements: Familiarity with onboarding and prior completion of a basic-level course in onboarding or equivalent practical experience.  

Advanced Preparation: None

Field of Study: Business Management & Organization 

Number of CPE credits: 1.0

Program Level: Intermediate

Instructional Method : QAS Self Study

Location:  Online


Purchase

CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

REFUND POLICY

No refunds will be issued for online CPE subscription products.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.