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Resources


General Resources

Systems & Tools
Password Management Best Practices

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SOPs & Processes
Client Offboarding

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Marketing Resources

The safeguards list is here to help keep the project on track and make sure everything goes smoothly! It covers things like how we handle revisions, project scope, deadlines, who owns the content, response times, availability, and what happens if someone misses a meeting. Basically, it’s a guide to keep everyone on the same page and make the process easier for all involved!

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Looking to dive into Listing Leads? Check out this quick reference guide! 

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FAQs - Bookkeeping

Bookkeepers are responsible for maintaining accurate and up-to-date financial records for a business, while a fractional CFO provides high-level financial strategy, planning and oversight. 

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General FAQs

No need to request time off - but we do ask that you add a calendar event to your TBC Google Calendar & send an invite to us and coordinate any necessary client coverage with the Account Manager!

Review the full SOP here


Community Resources

This document outlines recurring gatherings and Slack channels that foster connection, creativity, and community among staff through events, identity-based spaces, and shared interests.

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