Welcome to CLN Booking! We are excited to support all of your bookkeeping, client-care, or tax-time readiness needs. As part of the onboarding process, please follow these steps to get prepared for our first meeting. This process is important for determining your individual business needs and efficiently building the systems to support the growth of your business.
Complete the intake form.
Schedule a call with us.
Gather important information.
View the guides and tutorials.
With this information in hand, we can swiftly move through the process and get your systems up and running. You may complete the credential worksheet or come prepared to the call ready to deliver verbally.