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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? Onboarding the process of familiarizing a new Client with your firm s products or services is a critical part of your Client experience.

Bookkeeping Client Onboarding Checklist A bookkeeper's guide to standardizing the onboarding process for new clients. ... Before onboarding Understand your business model and establish your services Define your ideal client Standardize your accounting technology stack Who should be involved in the onboarding process? What’s the ideal ...

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