Implement Your Own Streamlined Onboarding Process This EOFY
from The Bookkeepers' Voice Hosted by Amy Hooke
Join us for another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series' so you can be organised in the lead up to EOFY! In last week's episode, we discussed the importance of Onboarding as part of a bookkeeping business as it sets the foundation for you and your clients. Getting it right EVERY time is also crucially important. In this #throwback episode, we discuss how you can optimise, automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches this EOFY season. Key Takeaway: "Reduce the need for pesky client follow ups during the busy EOFY season and systemise your Onboarding Process today!" Useful links: Template - Onboarding New Clients Template - New Client Bookkeeping Getting Started Guide
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