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this video I would like to talk about engagement letters when you start working with a client the first Port of Call is of course communication setting up a meeting and discussing what services they require what services you can provide and as I mentioned my toxic clients video please make sure you understand the nature of the business you understand what documents how they were kept these questions are very important you understand that what systems will be used when when did they submitted tax is it everything in time whats the reason for moving from one bookkeeper to another or is this change of accountant what could be the reasons youre just investigating a little bit because it should be not only good for your client to take your you as a bookkeeper but also for you to undertake this client in your portfolio make sure the client pays in time the client has a reputable nature of their business and they have all documents in hand including the sales a
