About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
- 9 client tasks
Client Onboarding-with Client Tasks
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| Client Tasks Client Tasks | ||
|---|---|---|
| Please add us as an accountant view only user on all banks and credit cards and provide any user name and link so we can complete the "view only" log ins | ||
| Please add us to any shared documents that will be important | ||
| Please upload all Bank and Credit Card Statements beginning with the last month of the previous tax year here | ||
| Please read welcome letter and bookmark the Shared Doc folder | ||
| If you are using Location/ Projects and job costing, we will need a list of all jobs, please list in the ongoing spreadsheet. | ||
| Please list and third party programs you use with the log in information, (example: credit card merchant account) onto the in the ongoing spreadsheet | ||
| If you are not entering checks directly into the Accounting program, and are hand writing any checks, please enter the written checks | ||
| Please list any recurring expenses with vendor, date and amounts in the ongoing sheet | ||
| Please list any recurring income or AR with customer, type of recievable and amount and how it gets sent and received in the ongoing sheet | ||
| Team Tasks | ||
|---|---|---|
| Send new client questionnaire with client tasks |
Accountant
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| Perform the kickoff call with client |
Accountant
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| Create the Welcome letter with links |
Accountant
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| Receive documents & details from past accountant |
Accountant
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| Alter the links in the client Tasks so that it directs to specific client |
Accountant
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| Get access to their accounting system |
Accountant
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| Set client up in Firm apps |
Accountant
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| Financial Cents | ||
| Invoicing & billing system | ||
| Other apps | ||
| Document storage | ||
| Request access to their systems & store passwords in FC Client Vault |
Accountant
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| Bank accounts | ||
| Apps | ||
| POS Systems or other merchant service accounts | ||
| Customize workflow to clients specific needs (Financial Cents) |
Accountant
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| Bookkeeping | ||
| Payroll | ||
| Tax work | ||
| Go through the Accounting emails from the client and save/sort/download documents and check off done here |
Bookkeeper
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