The New Client Diagnostic - Basecamp for Bookkeepers
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Past Event
About Event
In this webinar, I'll walk you through the process I use to review a prospective client's books before I quote or sign anything, so you know exactly what you're walking into. The same process carries over once they sign, giving you a clean starting point and a smoother year end with their CPA.
Best practices for scoping with confidence
Key bookkeeping review techniques
What to look for on the balance sheet and P&L
Collaborate more smoothly with tax preparers
Open discussion - bring your hands-on questions!