Tag Archives: on-boarding procedures

Home / Posts tagged "on-boarding procedures"

It is customary across many professional industries to use engagement letters or client agreements when on-boarding a new client. They are used by most accounting professionals and are considered best practice. An engagement letter protects both the consultant and the client in the event anything should go awry during the engagement. We certainly use engagement […]

Continue Reading...

At the beginning of our client on-boarding process, we get together with the potential client to discuss if we are both a good fit for one another. If it turns out that a lead would like to engage our services, we then proceed to part two of our on-boarding procedure – gathering information about the […]

Continue Reading...

Today we continue our series of blogs which go to explain how we work with our clients at e-BAS Accounts. Our first blog in the series explained how we connect with our clients to process their BAS. This one outlines part one of our procedure when on-boarding new clients – the potential client interview. The […]

Continue Reading...