New Bookkeeping Client Onboarding

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About this template

Utilize this template to set up all internal systems, workflows, and scheduling for a new bookkeeping client.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

  • 25 tasks
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.

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