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
CLIENT ONBOARDING - JR
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| 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 | ||