Home Accounting Advisory Services For Organization Our Client Onboarding Process And Checklist Meeting Microsoft PDF
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Presenting this set of slides with name accounting advisory services for organization our client onboarding process and checklist meeting microsoft pdf. This is a six stage process. The stages in this process are receive contract and send welcome email, set up project and apps, send a welcome package, gather client information, client kickoff meeting, transition to bookkeeping team. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.
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