About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
This template includes
- 42 tasks
- 3 client tasks
- Automations
- Resources
Before we generate that file, please let us know more about you.
Work type: Bookkeeping
Location: United States
Client industry: Generic
This template includes
PREP FOR CALL | ||
---|---|---|
Receive referral/make contact with lead |
Admin Asst
|
|
Set up client in FC |
Admin Asst
|
|
Research lead |
Admin Asst
|
|
Website |
|
|
Social Media |
|
|
Google Reviews |
|
|
Better Business Bureau |
|
|
State Business Licensing |
|
|
Department of Revenue |
|
|
State Department of Labor |
|
|
Secretary of State/Corporation Search |
|
|
Schedule meeting with lead |
Admin Asst
|
DISCOVERY CALL | ||
---|---|---|
***RECORD CALL*** |
Manager
|
|
Pin Fathom email to this project |
|
|
Intro and call overview |
Manager
|
|
Review Lead Intake Form |
Manager
|
|
Monthly Processes & Services |
Manager
|
|
Expectations and Questions |
Manager
|
|
Review Next Steps |
Manager
|
CALL NOTES | ||
---|---|---|
I use this section to add notes during or after the call that might be important during their Diagnostic Review or Onboarding |
Lead Bookkeeper
|
NEXT STEPS |
Automations
|
|
---|---|---|
Send QBO Accountant Invite Email |
|
|
Send Diagnostic Review proposal/invoice |
Manager
|
|
Lead pays invoice |
Manager
|
DIAGNOSTIC REVIEW |
Automations
|
|
---|---|---|
Receive QBO Invite |
|
|
CREATE CLEANUP PROJECT IN FC |
|
|
Review Settings, Subscription & Formatting |
|
|
Review QBO - Books Review |
|
|
Review Chart of Accounts |
|
|
Review Banking |
|
|
Review Undeposited Funds |
|
|
Review P&L: Income |
|
|
Review P&L: COGS/COS |
|
|
Review P&L: Expenses |
|
|
Review Other Income |
|
|
Review Other Expenses |
|
|
Review Unapplied Cash payments/income Accounts |
|
|
Review BS: Asset Accounts |
|
|
Review BS: Liability Accounts |
|
|
Review BS: Equity Accounts |
|
|
Review BS: A/P & A/R Accounts |
|
|
Review Products & Services list |
|
|
Review Customer Invoices - spot check |
|
|
Review Sales Tax |
|
|
Review Payroll |
|
|
Review Inventory |
|
|
Post Review |
|
QUOTE & PROPOSAL |
Automations
|
|
---|---|---|
Send Quote & Proposal for Cleanup/Services |
|
|
Follow up with Lead |
Manager
|
|
Update Lead status |
Manager
|
|
Client signs agreement and pays invoice |
|
|
CREATE ONBOARDING PROJECT IN FC |
|
Client Tasks Client Tasks | ||
---|---|---|
Sign proposal |
|
|
Watch Diagnostic Review Video |
|
|
Pay cleanup/recuring services Invoice |
|
Copyright © 2017-2024 Financial Cents LLC