New Team Member/Bookkeeper Prep-Checklist

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About this template

Utilize this template to prepare to onboard a new team member/bookkeeper. Includes scheduling tips, tech access check lists, and project designation.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

  • 13 tasks
Onboarding Tasks
NTM = New Team Member | Search "BKPG | NTM" prefix in templates for all project templates required for onboarding.
BKPG Team Leader
Tech Stack Setup: Schedule meeting with IT Dept. to Execute
BKPG Team Leader
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
Create NTM's Check-In & Review Projects in FC + Calendar Meetings w/ NTM
BKPG Team Leader
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
Sample Schedule (see attachment)
BKPG Team Leader
Create "Your Onboarding Check List" Project for NTM
BKPG Team Leader
Link template here!
Add Resources to NTM's "Your Onboarding Check List" Project
BKPG Team Leader
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
Based on NTM's experience level, select BKPG jobs for observation.
BKPG Team Leader
Based on NTM's experience level, select BKPG projects or tasks for independent work.
BKPG Team Leader
Assign NTM tech stack access to required channels based on client assignments.
BKPG Team Leader
Update this template with any changes or additions to processes as needed.
BKPG Team Leader

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