CLIENT ONBOARDING - JR

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About this template

This template is a complete workflow for onboarding a new bookkeeping client. This includes an extensive Client Task list with everything you need to request from a new client during onboarding.

Work type: Bookkeeping

Location: United States

Client industry: Generic

This template includes

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

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