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Finance
Bookkeeping Client Onboarding Checklist Template
Bookkeeping Client Onboarding Checklist Template
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Bookkeeping Client Onboarding Checklist Template

Our Bookkeeping Client Onboarding Checklist Template guides you through the critical steps to seamlessly integrate a new client into your bookkeeping services.
1
Introduce client to the bookkeeping team
2
Confirm the bookkeeping services to be provided
3
Gather contact details of the Client
4
Gather basic business information
5
Request previous financial documents from the Client's existing bookkeeper/accountant
6
Audit prior year's financial statements
7
Approval: Audit of previous financials
8
Create a dedicated bookkeeping engagement letter
9
Send engagement letter to client for signature
10
Approval: Engagement Letter
11
Setup the Client on bookkeeping software
12
Setup necessary chart of accounts
13
Import historical transaction data into bookkeeping software
14
Set up regular communication schedule with Client
15
Perform initial reconciliations
16
Approval: Initial Reconciliations
17
Design and agree upon standard bookkeeping procedures with Client
18
Train the client on how to input data correctly onto the bookkeeping platform
19
Review and finalize first month end close
20
Approval: First Month End Close