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DTSTART;TZID=Pacific/Auckland:20260303T093000
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DTSTAMP:20260517T102016
CREATED:20260102T042705Z
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SUMMARY:Offboarding - get it right!
DESCRIPTION:Ending a client relationship doesn’t have to be awkward – or risky. \nThinking 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. \nPresented 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. \n\nLeaine will guide you through: \n\nIRD record retention and handover requirements\nPrivacy Act essentials for secure data transfer\nCommunication processes that maintain goodwill and protect your reputation.\n\nWhether you’re managing your own client transitions or supporting businesses through offboarding\, this session will help you structure the process and reduce compliance risk. \nReserve your spot and take the stress out of client offboarding.
URL:https://stage.smartbookscourses.com/event/offboarding-get-it-right/
LOCATION:Online\, Online\, New Zealand
CATEGORIES:Tuesday Tutorial,Webinar
ATTACH;FMTTYPE=image/jpeg:https://stage.smartbookscourses.com/wp-content/uploads/2026/01/Ticket-image.jpg
ORGANIZER;CN="Leaine Jones":MAILTO:hello@smartbookscourses.com
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