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Send welcome onboarding emails to new bookkeeping clients before kickoff

Send welcome onboarding emails to new bookkeeping clients before kickoff

Your approved proposals arrive without onboarding steps, causing delayed kickoffs and billing confusion. Clients get a consistent welcome and kickoff packet so onboarding and first billing occur before the next billing run.

Send welcome onboarding emails to new bookkeeping clients before kickoff

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Send welcome onboarding emails to new bookkeeping clients before kickoff