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Bright Line CPA
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Services
Our Process
Case Studies
About Us
Our Team
Careers
Resources
Additional Resources
FAQ
Podcast
Blog
Client Portal
Contact Us
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Thank you! Download the guide below.

Get The Uncat Onboarding Guide

What You’ll Get

  • A ready-to-use onboarding framework for Uncat

  • Best practices to help clients build strong weekly habits

  • A clear rollout timeline you can plug into your firm’s process

  • An editable client guide to send to your own clients

What You’ll Learn

  • How to introduce Uncat early in onboarding to avoid chasing info later

  • How to set expectations so clients respond faster

  • How to make Uncat part of your weekly bookkeeping workflow

  • How to reduce delays and keep your books clean month after month

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