Bookkeeping Onboarding Checklists


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!

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