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Onboarding new clients

LittleChinaDollLittleChinaDoll Settling In NicelyRegistered Posts: 29
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


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