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Offboarding – get it right!
Ending a client relationship doesn’t have to be awkward – or risky.
Thinking about ending a client relationship – and unsure what is required for compliance, privacy obligations and maintaining your reputation? Join us for our tutorial designed to cover the compliance essentials and communication strategies to ensure a smooth and professional offboarding process.
Presented by Master Bookkeeper Leaine Jones, founder of Jones Business Solutions and Smart Books, this tutorial explores the essential steps for professionally ending client engagements – as well as meeting NZ compliance requirements.
Leaine will guide you through:
- IRD record retention and handover requirements
- Privacy Act essentials for secure data transfer
- Communication processes that maintain goodwill and protect your reputation.
Whether you’re managing your own client transitions or supporting businesses through offboarding, this session will help you structure the process and reduce compliance risk.
Reserve your spot and take the stress out of client offboarding.
