Quick question……When a client needs a cleanup in QuickBooks. What are the steps you take to get started?
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First and foremost, contact the client and agree to pricing. These projects can take numerous hours depending on what you ultimately dredge up and unless you get the initial buy in from your client, you may be doing the work for naught.
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More answers from Kari
Midwest Financial Group, Inc.'s Services and Events
Yes, agreement on what's to be done and think about having them pay you a retainer.