[Webinar Recording] Virtual Bookkeeping Success: Client Onboarding Essentials

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  • Опубліковано 16 лис 2024
  • In this webinar recording, Veronica Wasek shares her insights into seamlessly welcoming new clients, including:
    •When a client becomes a client
    •Making your onboarding workflows simpler
    •The client kick-off meeting
    •Using onboarding checklists to their fullest
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