⚠️ Tax Pros & Bookkeepers: Are You Setting Yourself Up for Headaches⁉️
Messy clients = Messy books = Messy business.
If your client onboarding process isn’t dialed in, you’re setting yourself up for:
💯 Endless back-and-forth emails trying to get basic info
💯 Confusion over who owes what and where the money is going
💯 Clients questioning your value because they don’t see structure in your process
A smooth onboarding process = stronger client relationships, higher retention, and better pricing power. Are your systems working for you or against you⁉️
Start Here: https://www.iammichelletheaccountant.com/booking-calendar/2-6-25-onboarding-bookkeeping-clients
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