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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