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New client onboarding resources
September 13, 2023
Q. I am looking for IOFM members who are willing to share new client onboarding forms and letters.
A.
(Answered by IOFM's Ask the Expert Team)
Following are some helpful templates and resources for both AR and AP. We also included information for a Master Class that is available for both CMF and VMF. Accounts Receivable Resources for the Customer Master File Setup and Management:New Customer Welcome Letterhttps://www.iofm.com/ask-the-expert/new-customer-welcome-letter New Customer Information…
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