Free Onboarding Checklists and Templates

The good thing about an onboarding process is that it can change and grow over time, especially if you notice recurring questions or concerns that new clients should already be aware of. This new bookkeeping client checklist has been designed so that you can edit it to make it your own, keeping as much or as little as you need for your practice. Ready for discover outside if workflow programme is the select fit for your established? Set the possibility number of users by your your below at get started with respective 14-day loose try.

The company’s payment and receivable process should have invoice proof. You need to gather all this documentation to verify the payment of previous invoices and identify any invoices that need to be cleared in the next accounting cycle. This way, you can get a better picture of how previous accounting systems handled inventory and how your accounting firm should now go about it. Onboarding is also when the client gets connected with your team, so it’s essential that everyone within your firm makes a good first impression as well. Once you’ve set up your client’s bank feed on QuickBooks Online, you can import their historical bank transactions into QuickBooks Online.

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At this point there are some small tasks you could complete to put a bow on the whole process. Depending on your location, you may also need official authorization to represent and act on behalf of your new client. For example, in Canada, you must get the ‘

Represent a Client’ authorization signed. While doing that, establish the best communication channel with your client so conversations remain in one place. Join the A2X Partner Program to build your expertise, grow your client base, find community, and earn discounts.

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A step-by-step list for your modern client onboarding print becoming save both you and your consumer time and keeping you both on track. Have communications plans for a new client checklist for bookkeepers to enable you to deliver with fewer challenges. Create a project-specific communication system that your team members and clients can access without challenges. During this stage, it’s a great idea to go over the

dos and don’ts of bookkeeping with your client if they need to become more familiar with the process or could use a refresher. Covering things like not mixing personal and business bank accounts, what is and isn’t a business expense, and how to record receipts and paperwork.

The less you need to think about contracts in the onboarding process, the better. Having an established agreement and NDA process also makes it clear you’re on top of everything, even if your left eye is twitching from too much coffee. As a result, your accounting firm might miss deadlines, which isn’t a good performance indicator.

Prepare training and processes for handover

However, it’s best to add a personal touch and deal with clients face-to-face if you want to develop a strong relationship. Client onboarding refers to the process of welcoming new clients to your business, answering their questions and concerns, and teaching them privacy policy about the software you use. It helps you establish a solid foundation for a working relationship, ensuring both parties know what is expected of them. An onboarding checklist helps you determine the crucial stages of the process so you don’t miss anything.

• During the initial conversation between the accountant and client, you also need to lay out the terms of your relationship.
• This executive onboarding template includes input from the executive in order to tailor the onboarding process based on his or her goals, skills, and identified areas for growth.
• As hard as it may be to believe, sometimes onboarding a new bookkeeping client can be the most challenging thing a bookkeeping firm does.

You can use this pre-onboarding period to remind them how your firm will help solve their issue or tell them a little more about the wider team working on their project. This part of the process comes before the main onboarding process; it’s an opportunity to be clear about your services and get the contract signed. If you want to streamline your client onboarding workflow, you can use Zapier to connect your favorite apps. Start by choosing one step in your onboarding flow to automate, and go from there. Automating even a few steps in your process can clear up mental space for more high-impact tasks. And you’ll want to have a central location where you log agreed-upon rates for clients (if there’s any variation).

Take Notes and Do Follow-Ups

Accounting firms should consider their target clients, business goals, and unique selling position (USP) when crafting an onboarding process. Inject this template with your firm’s personality, and you can create a successful onboarding experience. There’s no one-size-fits-all when it comes to the accounting onboarding process, and new processes are not always comfortable (or successful) on the first go-round.

This employee onboarding checklist template is specifically designed with developers in mind. It walks through the steps for onboarding new hires into a developer position, from the introductory period to assigning projects and reviewing the onboarding process. The template provides a basic outline that can be expanded to include whatever details are relevant to your workplace, the new employee, and the position being filled. An onboarding process varies from practice to practice, depending on the size, services offered, and the type of customers your firm works with.