by sandi smith leyva
the accountant’s accelerator
how you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. start out on the right foot by looking super-organized (because that’s part of why we get hired anyway) and making it super-easy for a client to get on board with you. the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum:
to read the full article
