Onboarding Process

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.

Step One

Complete the intake form.

Step Two

Schedule a call with us.

Step Three

Gather important information.

Step Four

View the guides and tutorials.

Thank You

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.