12:00pm-12:30pm (GMT) 3rd April, 1st May, 5th June, 3rd July and 7th August
Lunch & Learn sessions

Let’s be real, onboarding clients can feel like a drag. Suddenly, you’re more of a salesperson than an accountant, pitching your services when all you really want is to dive into the work you’re great at. And before you even earn a penny for the work you excel at, there’s the grind of the onboarding process. But what if it didn’t have to be this way? Imagine impressing potential clients with standout proposals and an onboarding process so streamlined that it practically runs itself. Get clients up and running faster, so you can focus on what you do best! Join GoProposal at 12:00 every month lunch & learn of your choice with a different focus on: Onboarding, AML, Re-pricing Engagement letters. The choice is yours! Some key takeaways include:
- How to present your prices with confidence using GoProposal
- Why clients will love their onboarding experience, from proposal to compliance
- How GoProposal and OverSuite make compliance easy, even for your newest team members
- How to tailor AML checks to match each client's risk level