How to Write an Engagement Letter

At its most basic level, an engagement letter is a contract between a bookkeeping firm and its client that outlines the firm’s services, fees, and the responsibilities of both parties. If you take the time to craft a good engagement letter, it not only becomes an important tool in finalizing the sales process but also serves as an important first step in a smooth customer onboarding process. More...

Client Onboarding Checklist

A standard onboarding process ensures that new client relationships start off on the right foot. our practicle client onboarding guide provides:

  • An overview of what your firm must establish before standardizing your onboarding process
  • Best practices for the “who, what, where, and when” of new client onboarding
  • A detailed list of steps to follow to ensure your client has an excellent onboarding experience, every time

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The Aero Library has been getting new content and updates. New and expanded lists for Expensify and new and updated checklist for Bill.com are just the tip of the iceburg. Make sure you take the time to see what's new!

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