For bookkeeping and accounting practices, the engagement letter is the key to signing a new client. If it’s worded well, protecting both you and the client, they this will help facilitate on-boarding. But, the process can be tedious, time consuming and overwhelming to many. Well, it doesn’t have to be.
This webinar will teach you how to create a gorgeous engagement letter, set it up for automated deliver and online signatures. We will literally show you how to create and send an engagement letter, instantly, and how to get it back with signatures. Then, we’ll show you how to get paid.