About this template
Work type: Admin
Location: United States
Client industry: Generic
This template includes
- 25 tasks
New Bookkeeping Client Onboarding
47 downloads| Sales Admin Tasks | ||
|---|---|---|
| Attach Bookkeeping Quote to FC Project Files |
Sales Admin
|
|
| Add "New Client" Tag to Project |
Sales Admin
|
|
| Calendar meeting between Clean Up Lead & BKPG Team Leader | 1 Hour |
Sales Admin
|
|
| Alert BKPG Team Leader that onboarding project & call is scheduled |
Sales Admin
|
| Onboarding Prep Tasks | ||
|---|---|---|
| Schedule first month's services (possibly same day) / Add to Calendar |
BKPG Team Leader
|
|
| Evaluate client logins & passwords stored in password app, request additional access if needed |
BKPG Team Leader
|
|
| Create Rocket Bookkeeping Project - Using attached Quote |
BKPG Team Leader
|
|
| Copy & paste link to template here! |
|
|
| Add client to Bookkeeping Analysis Spreadsheet incl. monthly rev breakdown |
BKPG Team Leader
|
|
| Add client name to 3-month, 6-month, and annual review projects in FC |
BKPG Team Leader
|
| 1st Month Bookkeeping | ||
|---|---|---|
| Complete 1st month services & update "Rocket Bookkeeping" project with client specific information |
|
|
| Create custom reports for bookkeeping in QB |
BKPG Team Leader
|
|
| Check accounting basis in QB to make sure it matches customer questionnaire |
BKPG Team Leader
|
| Onboarding Wrap Up Tasks | ||
|---|---|---|
| Assign Bookkeeper and Reviewer to client & select Client Service Window |
BKPG Team Leader
|
|
| Update Bookkeeping Analysis Spreadsheet with schedule & bookkeeper/reviewer assignment |
BKPG Team Leader
|
|
| Add Bookkeeper & Reviewer as "Assignees" to Client in FC |
BKPG Team Leader
|
|
| FC: Update Rocket Bookkeeping Project |
BKPG Team Leader
|
|
| Add budgeted time to Rocket Bookkeeping Project from Bookkeeping Analysis Spreadsheet |
BKPG Team Leader
|
|
| FC: Create "6-Month Client Evaluation Survey" Project |
BKPG Team Leader
|
|
| Link FC project template here. |
|
|
| FC: Create "Annual Client Evaluation Survey" Project |
BKPG Team Leader
|
|
| Link FC project template here. |
|
|
| FC: Record 5-10 minute video about the client & attach to Rocket Bookkeeping project. |
BKPG Team Leader
|
|
| Give Bookkeeper & Reviewer tech stack access to client |
BKPG Team Leader
|
|
| List tech stack links below. |
|
|
| Create recurring calendar appointments for services on Bookkeeper's calendar |
BKPG Team Leader
|
|
| Create calendar task to schedule Liscio Recurring Tasks (see next two tasks for details) |
BKPG Team Leader
|
|
| Create recurring requests for Pre-Service Requirements from client |
BKPG Team Leader
|
|
| Send client a message with bookkeeping reports, schedule moving forward, & intro to Bookkeeper |
BKPG Team Leader
|
|
| Set Recurring schedule based on description notes. |
|