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This is a step by step task list to create your Clients' FreshBooks accounts.
Use this step by step task list to create your FreshBooks Accountant account.
Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.
Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.
An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients
A simple workflow template for end of year payroll reviews.
New client onboarding workflow template
A simple workflow template for onboarding new clients
Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.
Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.
A simple workflow template for running reports for your clients using Fathom
A simple workflow for connecting new QBO companies to Fathom.
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