About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
This template includes
- 22 tasks
- 19 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 & 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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