Onboarding Clients – How to Automate, Get Paid Faster and Get Back to Work

Eric GreenspanOther

Participants will learn about fasters ways to accomplish onboarding new clients. Spending time dealing with onboarding new clients can suck up hours in your days. More importantly, a the lack of efficiency can actually cause you to lose a client or even worse, give them reason for concern. You're about to handle their bookkeeping, taxes or other important business functions. Why can't you figure out how to manage your own business? Well, now you can and you will.
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