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An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients
A simple monthly workflow for sending clients their PD7A's.
This workflow is designed to streamline and take the pain out of engaging your bookkeeing client. Includes questionnaires (google forms) and emails all built in and ready to go
A great starter pack to streamline your workflow. Workflows include cash coding bookkeeping, full bookkeeping cycle with AR/AP and Period end file review.
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