About this template
Work type: Admin
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 25 tasks
New Bookkeeping Client Onboarding
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| Sales Admin Tasks | ||
|---|---|---|
| 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
|
| Onboarding Prep Tasks | ||
|---|---|---|
| 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! | ||
| 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 | ||
|---|---|---|
| Complete 1st month services & update "Rocket Bookkeeping" project with client specific information | ||
| 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 | ||
|---|---|---|
| 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. | ||
| FC: Create "Annual Client Evaluation Survey" Project |
BKPG Team Leader
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| Link FC project template here. | ||
| 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. | ||
| 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. | ||