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Onboarding - Bookkeeping

Shared by Tall Oak Advisors
Chris Potter
"Use this template for onboarding a new bookkeeping client. We use Clickup to store our SOPs, and use Link My Books (LMB) and A2X for eCommerce connection, Constant Contact for email communication, and Rewind for QBO backups."
This template includes
  • 29 tasks
  • 1 section
  • 2 assignee roles
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