About this template
Work type: Admin
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 13 tasks
New Team Member/Bookkeeper Prep-Checklist
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| Onboarding Tasks | ||
|---|---|---|
| NTM = New Team Member | Search "BKPG | NTM" prefix in templates for all project templates required for onboarding. |
BKPG Team Leader
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| Tech Stack Setup: Schedule meeting with IT Dept. to Execute |
BKPG Team Leader
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| Office365 | ||
| Financial Cents | ||
| Liscio [User Type: Specialist] | ||
| Grasshopper | ||
| Practice Protect | ||
| QBO | ||
| Slack | ||
| Calendly | ||
| Request all Team Members to share calendars & share NTM's calendar w/ all Team Members |
BKPG Team Leader
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| Create NTM's Check-In & Review Projects in FC + Calendar Meetings w/ NTM |
BKPG Team Leader
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| Add links to your templates below to auto create these for your new Team Member! | ||
| Create Liscio Message Template for report send out |
BKPG Team Leader
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| Sample Schedule (see attachment) |
BKPG Team Leader
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| Create "Your Onboarding Check List" Project for NTM |
BKPG Team Leader
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| Link template here! | ||
| Add Resources to NTM's "Your Onboarding Check List" Project |
BKPG Team Leader
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| Welcome to Accounting Therapy Presentation - PDF veresion | ||
| Intro to Bookkeeping Canva Presentation - PDF version | ||
| HR forms | ||
| Sharepoint links | ||
| Links to all onboarding & training videos | ||
| Send NTM their upcoming schedule via their own PERSONAL email (they won't have computer set up yet) |
BKPG Team Leader
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| Based on NTM's experience level, select BKPG jobs for observation. |
BKPG Team Leader
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| Based on NTM's experience level, select BKPG projects or tasks for independent work. |
BKPG Team Leader
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| Assign NTM tech stack access to required channels based on client assignments. |
BKPG Team Leader
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| Update this template with any changes or additions to processes as needed. |
BKPG Team Leader
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