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Kathy Grosskirth from Bookkeeping Clean and Simple discusses the benefits of using a new client checklist to onboard clients who may not have QuickBooks Online or are using an improper level. The checklist includes five tabs starting with the client profile and provides guidance on how to use it effectively. Kathy recommends going through the checklist with current clients to ensure they are in the right product for their needs. Unfortunately, the checklist is not readily available for download.
