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Bookkeeping Client Onboarding Checklist

Bookkeeping ClientOnboarding ChecklistA bookkeeper's guide to standardizing theonboarding process for new clientsTable of ContentsWhy is it important to standardize your Client Onboarding process?Before onboardingUnderstand your business model and establish your servicesDefine your ideal clientStandardize your accounting technology stackWho should be involved in the Onboarding process?What s the ideal Onboarding time frame? Client Onboarding process & checklistReceive contract & send welcome emailGather Client informationSet up project & appsClient kickoff meetingSend a welcome packageTransition to Bookkeeping teamStandardize & evaluateAppendicesAppendix A: Using Zapier to Automate Your OnboardingAppendix B: List of Requested Client InformationAppendix C: Firm "Cheat Sheet" 23 For quick access to the Checklist , click here!VIEW CHECKLISTWhy is it important to standardize your Client Onboarding process?

and a list of suggested tasks required in order to move on to the next stage. Source: A Guide to Client Onboarding: 7 Steps to Happier Clients & Less Churn by Practice Ignition Client onboarding process & checklist 07 Receive contract & send welcome email Set up project & apps Send a welcome package Gather client information Client kickoff meeting

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