Onboarding new clients
LittleChinaDoll
Registered Posts: 29 Regular contributor ⭐
Hi All,
Question to freelance bookkeepers - do you ask your new clients for previous bookkeeper's contact details and for permission to contact him/her in case of questions related to earlier periods?
Also, do your new clients ask you for your ID and if yes, do they take a copy for their files?
Many thanks in advance
Question to freelance bookkeepers - do you ask your new clients for previous bookkeeper's contact details and for permission to contact him/her in case of questions related to earlier periods?
Also, do your new clients ask you for your ID and if yes, do they take a copy for their files?
Many thanks in advance
0
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