![[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way](https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/9b/b4/b5/9bb4b5f4-1e0a-b925-6bae-d7bb1a051af8/mza_4984883786921675273.jpg/400x400bb.jpg "[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way")
[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way
Description
In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way?
You’ll hear:
- systems my firm uses for getting bank statements
- what to ask your client during onboarding
Resources mentioned in this episode:
- Relay Bank (affiliate link)
- Hubdoc
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