About this template
Work type: Admin
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 32 tasks
- Automations
Before we generate that file, please let us know more about you.
Sorry, but you can only download 5 Excel files per day.
Please come back tomorrow to download 5 more.
Work type: Admin
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
Discovery | ||
---|---|---|
Send questionnaire: Discovery Form | ||
Phone or meet with client to discuss questionnaire |
Add Client To Financial Cents | ||
---|---|---|
Read this note | ||
Create client GDrive/Dropbox/Onedrive... folder and link in resources |
Admin
|
|
Add custom field information |
Admin
|
|
Add FC template folder system |
Admin
|
|
Add in any relevant notes |
Admin
|
|
Create scoped workflow template - add to client |
Bookkeeper
|
|
Add in any docs and form results the prospect/client has completed that were created outside of FC | ||
Send client welcome packet on what to expect next and how to collaborate in FC |
File Review |
Automations
|
|
---|---|---|
Start File Review workflow |
Quote | ||
---|---|---|
Send quote | ||
Quote accepted | ||
Set up pre-authorized payment in provider | ||
Client has finalized PAD with provider? | ||
Send email: ONBOARDING - CONFIRM BOOKKEEPING CLIENT | ||
Create recurring sales receipt/invoice |
Information Gather | ||
---|---|---|
Send Next Steps email | ||
Send questionnaire: BUSINESS DOCUMENTS REQUIRED | ||
Send questionnaire: BANK RECONCILIATION INFORMATION | ||
Send questionnaire: PAYROLL INFORMATION | ||
Send Email: ONBOARDING - CRA AUTHORIZATION | ||
Send Email: ONLINE TAX PAYMENT |
Engagement | ||
---|---|---|
Send contract: ONBOARDING - FULL ENGAGEMENT MAKE A COPY AND FILL IN CORRECT DETAILS | ||
Send email: ONBOARDING - WE KNOW THIS HAS BEEN A TON OF EMAILS AND DOCUMENTS! | ||
Send e-mail: ONBOARDING - CLIENT BEST PRACTICES AND CHECKLISTS - NO ATTACHMENT | ||
Schedule Birthday Email |
App Implementation | ||
---|---|---|
Setup apps | ||
Create Client [ACCOUNTING PROGRAM] Account | ||
Add Rewind if QBO File | ||
Send e-mail: ONBOARDING - CREATED A CLIENT QBO ACCOUNT FOR YOU | ||
Create Client [DOCUMENT MANAGEMENT] account | ||
Send e-mail: ONBOARDING - WE CREATED A [DOCUMENT MANAGEMENT] ACCOUNT FOR YOU - NEEDS ATTACHMENTS!! OR CHANGE WORDING. | ||
Create Client [PAYMENT PROCESSOR] Account | ||
Send e-mail: ONBOARDING - CREATED A [PAYMENT PROCESSOR] ACCOUNT | ||
Send e-mail: ONBOARDING - CONFIRM CLIENT HAS ONLINE TAX PAYMENT METHOD - [PAYMENT PROCESSOR] | ||
Send e-mail:Onboarding - [DOCUMENT MANAGEMENT APP], [ACCOUNTING PROGRAM] and [PAYMENT PROCESSOR APP] client set up not complete | ||
Set up Dext | ||
Set up Dext account, add client as user | ||
Customize Dext email(s) | ||
Customize vendor letter with custom Dext email - share with client | ||
Tags firm wants | ||
Upload documents of theirs | ||
Set Up QBO - Setting up QBO is something you may want to do with the client, so I have it here and in the Education Workflow template | ||
Company name | ||
Logo | ||
Contact info | ||
Customize forms | ||
Run through sales customization | ||
We BCC all AR into Dext and then archive - it downloads to their controlled folder for compliance | ||
Check with client on POs... | ||
Set up QBO Merchant services | ||
Fill in necessary details | ||
Automation (we turn it all off) Pre-fill forms with previously entered content Automatically apply credits Automatically invoice unbilled activity Automatically apply bill payments |
Client Education |
Automations
|
|
---|---|---|
Education | ||
Meet to discuss Welcome Client Guide | ||
Confirm whether client needs wants training | ||
Create event(s) in scheduler app, add video meeting link to "location" and add to emails to send | ||
Create shared App Education Folder, drop in handouts | ||
Create Chrome Identity, upload client Chrome bookmarks, delete/add bookmarks for unique client work | ||
App checks: Have they completed their steps to become a user? | ||
Send email Name: GETTING READY FOR OUR DEXT AND QBO EDUCATION SESSION | ||
Customize vendor letter with custom Dext email - share with client | ||
Start App Education Workflow |
Copyright © 2017-2025 Financial Cents LLC