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[Solved] New client on boarding info

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 JB
(@JB)
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Joined: 4 years ago
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Hi! I am a new bookkeeper and trying to establish my business. Am curious if anyone can share what a new client on boarding checklist looks like and what sorts of information to ask for. I am planning to do all virtual/remote work (primarily level 1 to start). Likewise, was interested in knowing how/when folks get paid? Through ACH form?

thanks all!

JB


   
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