Complimentary Guide

Guide to Operating Procedures for Client Onboarding and Offboarding

It’s essential that a bookkeeping firm has plans in place ahead of time in order to onboard or offboard professionally and competently, as they have implications for your firm’s reputation and have important legal ramifications as well.

Although they appear at opposite ends of a client lifecycle, client onboarding and offboarding both require extra attention and standard procedures to make sure the process goes smoothly.

Download this helpful guide to learn the essentials to ensure your new clients have a fantastic onboarding and offboarding experience as you add new clients to your firm.

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