Content Provider
Millennial accounting logo
Sponsored by
Abacusnext2
Handout Materials
Presentation Slides
Free cpe webinars
Finding Remote Clients: Where to Start

FINDING REMOTE CLIENTS: WHERE TO START

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 5, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Although there is no golden ticket for finding the perfect remote clients, strategies do exist!  Knowing whom you're looking for, where they are, and how to connect with them is critical when it comes to starting an online business. In this webinar, we will walk through how and where to look for clients in your niche, where they're looking for accountants online, and how to utilize your online network to bring in referrals.

Learning Objectives:


  • Identify where to start looking for your remote clients

  • Identify strategies for connecting with potential clients

  • Determine how to utilize your online network to draw in referrals

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin Twitter
Millennial accounting logo

Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

About Our Sponsor

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.