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注册会计师辅导机构推荐的Flow
1. Identify the type of accounting services required by the client (e.g., bookkeeping, tax services, audit services, etc.).
2. Research and compare the services and fees of various accounting firms and organizations.
3. Contact the selected accountant or accounting organization and provide information on the client’s accounting needs.
4. Receive a tailored quote from the accounting organization and discuss available services and fees.
5. Set agreed pricing and payment terms.
6. Sign a formal agreement with the accountant or accounting organization.
7. Provide necessary documents to the accountant or accounting organization.
8. Receive updated financial information and regular reports as required by the client.
9. Take necessary action to address any issues identified in the accounting reports.
10. Monitor continuing performance of the accountant or accounting organization.
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