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