About this template
Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 27 tasks
Share New Client Onboarding: Setup & Intro
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| Team Tasks | ||
|---|---|---|
| Create Loom EXCITEDLY letting them know contract coming and walk them through the contract basics | ||
| Using Adobe fill and sign, send client contract with disclosure & ach | ||
| Create follow up reminder for 3-5 days after contract sent (in case they don't sign immediately) | ||
| Receive signed contract and save to Onboarding folder | ||
| If client is in the Engaged tier or higher, add to the DreamTeam community. | ||
| DreamTeam Link - https://www.skool.com/accountingprofit-first-coach-2495 | ||
| Send client congrats card & business card (additional items TBD) | ||
| Email client welcome note/schedule onboarding- attach client information, owner contribution and asset sheets as needed | ||
| Create client folder in Sharefile with appropriate sub folders | ||
| Add client to Client information spreadsheet | ||
| Receive client info sheet | ||
| Receive asset list | ||
| Receive new business owner contribution breakdown form | ||
| Once meeting scheduled email client pre-onboarding meeting checklist include Loom walking through it all | ||
| QBO access | ||
| Bank access | ||
| CC access | ||
| loan access | ||
| payroll access | ||
| questions for us | ||
| Get QBO access- will auto populate client in FC | ||
| Create client in 1Password | ||
| Update Financial Cents using client info sheet | ||
| If possible - Review client books prior to meeting | ||
| bank feeds | ||
| bank recs | ||
| balance sheet | ||
| P&L | ||
| COA | ||
| Onboarding meeting with client | ||
| Go over balance sheet questions | ||
| COA questions | ||
| Go over P&L questions | ||
| Get bank/CC/3rd party apps access for all relevant accounts & save logins to 1password | ||
| Get payroll access if applicable | ||
| Setup bank feed connections | ||
| Review bank feeds together to get clarity on how to record things | ||
| Discuss ongoing bookkeeping needs, expectations, communication preferences, timing and collaboration (who is doing what) | ||
| Introduce Financial Cents and client portal (point out text notifications) | ||
| Document client expectations for future reference when onboarding project complete | ||
| If switching to Gusto, add Gusto Setup project | ||
| Add Setup COA project in FC | ||
| Create monthly/annual client projects as needed in FC and assign to team member | ||
| 1099 potential vendor review | ||
| A/R | ||
| A/P | ||
| Monthly Close | ||
| New Client Onboarding: Financial Health Check | ||
| New Client Onboarding: Project Update | ||
| New Client Onboarding: Setup COA | ||
| Quarterly Payroll Recon | ||
| Record Payroll | ||
| Team Lead Review | ||
| Weekly Bookkeeping | ||
| Setup management report in QBO with relevant reports | ||
| Add project for James to F/U with client every 3 months for 1 year | ||
| Add client ACH info to FC | ||
| Invoice for onboarding fee | ||
| Setup recurring invoice in FC for onboarding period set to end after agreed upon time frame | ||
| Setup recurring invoice in FC for post onboarding period set to start the month after onboarding period end | ||
| Add client to appropriate group in FC (hourly, onboard, engaged or cultivated) | ||