Small business owners need your help in getting their books accurate so they can file their taxes and manage their businesses properly. They may have been “going it alone” last year to save money, and now they can’t trust their balances. Or they may be a referral from a CPA firm that asks you to clean up and verify the balances so they can proceed with the tax return. Either way, you need a process to manage this work that results in a great experience for your staff—and for the client. 

Come and learn practical tips designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.

Learning Objectives:

• Assemble and standardize your onboarding process so you can use it with all new clients, regardless of the length of the engagement


• Construct a specific and manageable request process so clients can respond quickly and easily—and staff can track everything at each stage


• Identify a process for wrapping up a clean-up project with the client