Do you want to learn a step-by-step workflow for onboarding new bookkeeping clients to save time and reduce frustration?
In this brand-new workflow guide, you'll discover:
- A high-level flowchart showing the 6 key stages of the onboarding workflow
- 4 do's and 3 don'ts of streamlined client onboarding
- A flexible onboarding workflow template with email templates and checklists that has been built to work in Pixie
- A real world case study of how one firm streamlined their onboarding process and scaled up their firm (without hiring more staff)
Here's what you'll learn.
See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated
Access a Pixie workflow template complete with checklists & done-for-you email templates (It's the same one I use in my firm!)
Do´s and don´ts USA onboarding
Discover 4 do's and 3 don'ts when it comes to streamlining your onboarding process (I learnt these tips the hard way over the years!)