Topic

Client Onboarding Experiences and Best Practices

Time

Wednesday, January 24, 2024, 1:00 PM - 2:00 PM 

Eastern Time (US & Canada)

Description

As we kick off the new year, it’s the perfect time to optimize the way you onboard clients within your firm and onto QuickBooks Online. Join this informal discussion with Cheryl Manmohan, Intuit Canada’s ProAdvisor community leader, as she chats with accounting industry experts, Andrew Seguin and Tania Franolic, about their experiences with client onboarding. You’ll have an opportunity to interact with the panelists and your peers, share your own experiences and ask questions.

Cheryl Manmohan
Full Name
Cheryl Manmohan
Job Title
Senior Community Manager
Company
Intuit Canada
Bio
Cheryl Manmohan is a deeply passionate advocate for accounting professionals, dedicated to building strong relationships with this valuable community and extending those connections within Intuit.
Andrew Seguin
Full Name
Andrew Seguin
Job Title
Founder
Company
Seguin Financial
Bio
Andrew Seguin is the Founder of Seguin Financial, a Cornwall, ON-based bookkeeping and tax firm. Since its inception in January 2018, the firm has grown into a team of 8 experts serving clients nationwide, with a strong focus on Ontario. Recognizing the significance of scalability and client value, Andrew adeptly harnessed cloud solutions, integrating premier software like QuickBooks Online, Dext, Plooto, Bookkeep, and more. His leadership garnered community acclaim through various business awards, and he's empowered business owners through 20+ workshops and 60+ webinars, infusing high energy and unique perspectives.
Tania Franolic
Full Name
Tania Franolic
Job Title
Senior Professional Services Consultant, Intuit
Company
Intuit Canada
Bio
A Certified Professional Bookkeeper with CPB Canada, Tania has 20 years of bookkeeping experience with a niche in the legal industry. She has successfully transitioned her own practice to the cloud and has seen the benefits of value pricing her services and automation. With her experience in the accounting industry, Tania is able to impart her knowledge to those who are either new to the cloud or looking to take the next step in their cloud journey. As a Solutions Architect at Intuit Canada, she is passionate about helping customers with onboarding and removing barriers to their growth through education.

* Required Information

By clicking on the “Register” button, I am giving Intuit permission to contact me regarding QuickBooks Online Accountant and agree that I have read and acknowledge Intuit’s Privacy Statement.
Occasionally we may contact you with promotional messages and special offers that may interest you. You can withdraw your consent at any time.