About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
This template includes
- 22 tasks
- 19 client tasks
- Automations
- Resources
CLIENT ONBOARDING - JR
78 downloads| PREP & SETUP |
Automations
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| Client Internal Setup |
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| Move Sales Folder from Lead Status |
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| Download Quote and Signed Contract |
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| Create Outlook Folder - move prior emails |
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| Add client in FC if they aren't already setup from Diagnostic |
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| In FC copy client scope & exclusions to Client Dashboard "Notes" tab |
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| In FC add clients group(s) based on service and info |
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| Add client contact info to FC, Outlook and Outlook Client group |
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| Create client file structure in FC |
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| Setup LastPass Shared Folder |
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| Create client SOP templates |
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| Send client gift |
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| Send Onboarding Email Template and Client Task List for this project |
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| Review Task List for accuracy |
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| Select Onboarding email from FC Templates |
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| Add a one time reminder |
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| Send Client Notification |
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| Create Client Training Project |
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| Schedule Client Onboarding Meeting - email link |
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| Client Tasks Client Tasks | ||
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| Upload Formation documents (LLC paperwork, Incorporation documents, etc.) |
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| Upload Operating Agreement |
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| Upload EIN Letter from the IRS |
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| Upload Prior years' tax return |
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| Upload Business Licenses |
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| Upload List of Assets |
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| Upload Blanket Certificate of Insurance Copy |
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| Upload Signed W-9 Form |
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| Upload any additional Bank, Credit Card or Loan Statements that we were not granted access to. |
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| Upload Point of Sale Reports (if applicable) or access to them monthly |
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| Upload Employee Handbook, Benefit Plans, and Holiday Schedule |
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| Review our Welcome Packet |
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| <--- Click the checkbox for each task you complete |
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| Setup Online Bank and Credit Card access for Construct Bookkeeping |
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| Upload Logo |
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| CPA Introduction |
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| Add this link to your favorites to easily access our client portal. |
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| Upload recent payroll notices from Employment Security Dept and Labor & Industries |
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| S Corp Election Form 2553 |
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| ONBOARDING MEETING | ||
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| ASK TO RECORD - RECORD MEETING |
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| ITEMS TO REVIEW: [List here] |
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| Review Housekeeping, Communication etc |
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| Review FC client portal and emails they will receive |
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| Discuss timeline for services and/or cleanup |
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| Accept Bank Account Access |
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| Accept Access |
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| Review all accounts in QBO match bank access |
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| Download Bank Statements |
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| Set up online bank accountant access for bank, cc, loans etc. |
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| Accept access to all other required softwares/applications [IF APPLICABLE] |
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| State Dept of Revenue |
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| State Labor & Industries |
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| State Employment Security |
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| IRS - EFTPS |
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| 3rd Party Software |
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| Payroll Software |
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| Determine receipt/document management process |
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| Review Assets & Liability lists |
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| If needed request access to any loan accounts |
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| MEETING FOLLOW UP | ||
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| Are Client tasks and documents completed? |
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| Formation documents (LLC paperwork, Incorporation documents, etc.) |
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| Operating Agreement (for partnerships, LLCs, S-Corps) |
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| EIN Letter from IRS |
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| Prior years tax return |
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| State Notices and Licenses |
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| List of Assets |
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| Blanket Certificate of Insurance |
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| Signed W-9 Form |
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| Bank and Credit Card access / statements |
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| Loan access / statements |
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| Point of sale reports / access |
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| Employee Handbook, Benefit Plans, and Holiday Schedule |
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| Logo - if not copy from QBO or website |
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| Follow-up with client or send client task reminder |
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| Double check to ensure client sent all required documents to you |
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| Download documents to Client's file |
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| Follow client on social media |
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| Grant Team access |
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| FC Assignee |
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| QBO |
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| Dext |
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| Last Pass |
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| Gusto/ADP/Paychex |
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| Schedule Handoff Meeting with Lead Bookkeeper & Payroll |
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| Confirm scope of work and objectives with the internal client |
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| Review project timeline and milestones |
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| Discuss any potential roadblocks or challenges that may arise |
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| Identify key stakeholders and ensure they are included in all communications |
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| Review budget and any potential financial implications |
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| Discuss reporting and communication expectations |
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| Ensure all necessary resources and tools are available and assigned |
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| Confirm next steps and action items |
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| In FC assign all applicable Projects to the Client dashboard via Templates |
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| Close Onboarding Project |
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