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FREE Tax Pros/Bookkeeper Networking Group

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New Client Onboarding Checklist

Only $9.99


Onboarding New Bookkeeping Clients: Step-by-Step Guidance" offers clear, actionable steps to streamline the client onboarding process. From initial consultations to gathering documents and setting up systems, this guide helps


you create a smooth, professional experience. Build trust, communicate effectively, and establish strong client relationships with this essential resource for bookkeepers looking to improve their workflow and deliver exceptional service.


Click the link to get your copy today: https://www.iammichelletheaccountant.com/product-page/onboarding-new-bookkeeping-clients

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About

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Michelle A Wilson, EA, MSA

© 2025 by Michelle A.Wilson EA, MSA

888-379-1397

Cornerstone Coworker
279 W Crogan Street

Lawrenceville, GA 30046

Business Hours :

Portal & Telephone - 24 Hours

Office Hours:

 Mon-Fri

11 AM  -  6 PM EST

irs
quickbooks

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