About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
Version: 3 (Latest)
This template includes
- 22 tasks
- 19 client tasks
- Automations
- Resources
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Work type: Bookkeeping
Location: United States
Client industry: Generic
Version: 3 (Latest)
This template includes
PREP & SETUP |
Automations
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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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