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.
Thank you for completing the intake process. Be sure to prepare for your next call by gathering important credential information and using the guides/tutorials to create access where needed.