New Client Onboarding

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About this template

Onboarding workflow template for Insurance Agencies (Captive Agents: State Farm, Allstate, etc)

Work type: Bookkeeping

Location: United States

Client industry: Insurance

This template includes

  • 22 tasks
  • 2 client tasks
Team Tasks
Consult Call / Pricing Discussion Complete - Client Ready to move Forward
Reviewer
Signed Engagement Letter Received
Reviewer
ACH Authorization Received
Reviewer
QBO Access / Setup Complete
Reviewer
Setup Recurring Invoice & ACH Payment
Reviewer
Collect Bank / CC / Payroll Logins
Reviewer
Update Chart of Accounts
Reviewer
Tie Out to Most Recent Tax Return
Reviewer
Connect all Bank & CC Accounts & Import Bank Feeds
Reviewer
Categorize all Transactions
Reviewer
Reconcile All Banks Accounts
Reviewer
Reconcile all Credit Cards
Reviewer
Record All Business Loans & Tie out to Current Balances
Reviewer
Record Payroll
Reviewer
Clear AMA
Reviewer
Breakout Sales/Deductions
Reviewer
Review Balance Sheet
Reviewer
Review Uncleared Transactions
Review Owner Distributions
Review Profit & Loss
Reviewer
Review Transactions by Vendor report for consistency in categorization
No transactions coded to Header Accounts
Review P&L by Month for anomalies
Compile Financial Statement Package
Reviewer
Set Up Client in KPI Reporting Software
Reviewer
Compile KPI Report
Reviewer
Send Financial Reports & Schedule Initial Financial Review Call w/ Client
Reviewer
Client Tasks Client Tasks
Semi-Monthly Sales & Deductions reports Needed
Business Tax Return Needed

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