TAP TAP GO
Turn a vague enquiry into orientation
A prospective client may know they need help but have little idea what a bookkeeper actually handles. Use the Tap Tap Go profile to present an understandable service overview, general onboarding information and a way to arrange an initial discussion. Avoid publicly collecting statements or account credentials.
Show the shape of collaboration
A sample timetable or anonymised process diagram can explain how information moves between client and bookkeeper. Label examples so they cannot be confused with actual customer records. The useful outcome is a better first conversation about scope and responsibilities, followed by a separately agreed service arrangement.
A hypothetical scene
A hypothetical shop owner meets a bookkeeper at a local breakfast. The profile explains monthly record preparation and shows an example checklist. They book an introductory call, leaving document access and responsibilities to be agreed through the bookkeeper’s proper onboarding process.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
