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  • Client Onboarding Steps for Accounting & Advisory Services
  • 1. Introductory Call
  • 2. Proposal Presentation & Engagement Letter
  • 3. Finalize & Sign the Engagement Letter
  • 4. Start Engagement!
  • Review our Accounting & Advisory Services

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  1. Client Onboarding
  2. Onboarding Information

Accounting & Advisory Onboarding

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Last updated 1 year ago

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In order to maintain our standard of engaging with clients of highest repute, manage our own risk, and safeguard the reputation al all clients we interact with, The Network Firm requests specific information to fulfill our client acceptance, onboarding, and scoping procedures.

Client Onboarding Steps for Accounting & Advisory Services

Please select the appropriate tab with your Proof of Reserve Engagement type below and complete the onboarding steps. Once submitted, TNF will respond within 48 hours.

1. Introductory Call

Please reach out to ClientCare@TheNetworkFirm.com to with our experts for an introduction and to gain an understanding of your specific needs.

2. Proposal Presentation & Engagement Letter

Once the TNF has an adequate understanding of the scope you, we will formally propose for services and provide you with an Engagement Letter (and SaaS Agreements if applicable).

Please note, finalization of the Engagement Letter is subject to completing the following client onboarding steps.

3. Finalize & Sign the Engagement Letter

After finalizing the terms of the engagement we will circulate a finalized Engagement Letter for signature.

4. Start Engagement!

After receiving the signed documents, we will coordinate an engagement kickoff call!

Please reach out to ClientCare@TheNetworkFirm.com with any questions about the Client Onboarding Process.


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