Let’s get this show on the road! During this session we will go through our contract, set up your direct debit for monthly fees, set up Hubdoc and QBO and show you how to do what you need to do so that we can serve you properly.
All outstanding paperwork, bank statements, letters from CRA
Your banking and vendor logins
Please invite anyone from your team who you feel would benefit from learning the how to’s (ie your admin, your spouse etc.)