Working With Your Clients Online
Author: Amy Vetter
| CPE Credit: |
2 hours for CPAs |
Originally broadcast live on March 23, 2010, this on-demand webcast course explains how working with your clients online can save you time and money. It can also be an effective way to expand your practice and reach new clients.
This webinar covers how to get started and examines the abundant tools available. You'll learn about the interactive online options you can use for meetings, presentations, demonstrations, and training sessions with your clients.
Designed For
Any accountant or QuickBooks consultant looking for ways to work with clients online.
Topics Covered
- Things to consider when planning an online meeting
- Webinars
- Roundtable Teleconferences
- Desktop Sharing
- Effective Presentations
Learning Objectives
- Understand which tools to use for different meeting/training situations
- Be able to conduct successful webinars
- Learn about the many tools available to online presenters
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program Prerequisites
None
Advance Preparation
None
