Onboarding - Bookkeeping

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About this template

Use this template for onboarding a new bookkeeping client. We use Clickup to store our SOPs, and use Link My Books (LMB) and A2X for eCommerce connection, Constant Contact for email communication, and Rewind for QBO backups.

Work type: Admin

Location: United States

Client industry: E-Commerce

This template includes

  • 29 tasks
Team Tasks
FOLLOW BEST PRACTICES THROUGHOUT ENTIRE PROJECT
Onboarding Specialist
Attach engagement letter to this client in FC
Onboarding Specialist
Send welcome email to the client
Onboarding Specialist
Add client to the ClickUp client roster
Onboarding Specialist
Change the client's status in the Client Roster to "In Process"
Onboarding Specialist
Update the pricing and hours pages of the roster
Onboarding Specialist
Set up client notifications in FC
Onboarding Specialist
Set up the client's QBO
Onboarding Specialist
Set up the chart of accounts in QBO
Onboarding Specialist
Create an internal email address for the client
Onboarding Specialist
Create an unidentified transactions folder in Google Drive
Onboarding Specialist
Request access to all systems
Onboarding Specialist
Verify all system access has been granted
Onboarding Specialist
Set up Link My Books (if applicable)
Onboarding Specialist
Send the COGS video to the client
Onboarding Specialist
Verify SKU naming conventions
Onboarding Specialist
Internal Project Planning Meeting (if necessary)
Bookkeeping Manager
Add client to Constant Contact
Onboarding Specialist
Gather a list of the client's bank accounts
Onboarding Specialist
Connect bank and credit card accounts in QBO (if not already connected)
Onboarding Specialist
Fix bank/credit card naming conventions in QBO
Onboarding Specialist
Activate ReCat feature in FC
Onboarding Specialist
Get read-only access to bank accounts
Onboarding Specialist
Request an inventory valuation calculation from client
Onboarding Specialist
Get access to past transactions
Onboarding Specialist
Verify online banking "read only" access has been given
Onboarding Specialist
Verify all necessary statements for cleanup period have been received (if read-only access is unavailable)
Onboarding Specialist
Add QBO Account to Rewind software
Onboarding Specialist
Send the client the onboarding survey
Onboarding Specialist

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