As an accounting professional working with small business owners there are 3 common scenarios when taking on new clients:
1. Creating the books of business from scratch (the shoebox experience)
2. Managing the books, taking them over from someone recording the transactions that does not have an accounting background
3. Taking over the books from another accountant
As an a certified Professional Bookkeeper you're prepared to handle each with confidence and competence.
Learn how you can manage the onboarding experience effectively:
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