So what happens now?
We’re so excited to find out more about you, your business and your plans for the future. Now that you’ve decided to let Clic do your financial dirty work, here’s what you can expect over the coming weeks and months.
Pretty soon, your books will be running like a well-oiled machine, but before that happens, we’ll need some things from you.
Below is a handy-dandy illustration of our onboarding process so you know what to expect, and a bit further down you’ll find links to your Engagement Letter and New Client Questionnaire, which we’ll need completed to get on your way to a more stress-free life.
If you have any questions along the way, please don’t hesitate to get in touch with your Onboarding Manager, Kelly, at kelly@clicHQ.com.