Guide to Onboarding and Offboarding Checklists for CAS Clients
Although they appear at opposite ends of a client lifecycle, client onboarding and offboarding both require extra attention to make sure the process goes smoothly.
Download this guide for:
- Detailed checklists for both BAS and Bookkeeping client onboarding and offboarding
- Tips to make sure the processes at both ends of the client lifecycle
- Links to extra resources
- And more!
Download the guide and get started!