🧩 Is Your Bookkeeping Missing a Crucial Piece?
You might be great at entering transactions, but if you’re not onboarding clients properly, you’re setting yourself up for trouble.
📌 Without a clear onboarding process, you risk:
❌ Misclassified expenses
❌ Missing documents
❌ Inaccurate financial data
The right onboarding ensures your books are clean from day one.
Are you confident in your onboarding process?
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