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Bookkeeping Services Specialist Onboarding

Introduction to the Bookkeeping Services Team

Overview of Bookkeeping Specialist role and responsibilities

Setup work email and access to necessary digital tools

Request IT access to financial and bookkeeping software

Approval: IT Access

Training on the company's accounting policies

Understanding the client profile and their specific bookkeeping needs

Introduction to bookkeeping systems and procedures

Training on financial reporting and account reconciliation

Understanding confidentiality and data protection policies

Setting short and long term goals for the role

Work shadowing other Bookkeeping Services Specialists

Meetings with key members from other departments (e.g. Tax, Audit, etc.)

Assignment of first client files for review

Approval: First Client Files Review

Provide feedback and answer any queries

Induction into regular team and department meetings

Introductory meeting with relevant clients

Ongoing support and mentorship setup

Review of onboarding process and gather feedback

Introduction to the Bookkeeping Services Team

In this task, you will be introduced to the Bookkeeping Services Team. You will learn about their roles and responsibilities and how they contribute to the overall success of the department. This will help you understand the dynamics of the team and build relationships with your colleagues.

Name

Email Address

Team Member

Overview of Bookkeeping Specialist role and responsibilities

Get an overview of the Bookkeeping Specialist role and responsibilities. This task will give you a clear understanding of your position and how it fits into the organization's bookkeeping services. You will learn about the skills and knowledge required for the role, as well as the key tasks and deliverables you will be responsible for.

Skills and Knowledge

1

Accounting software
2

Financial analysis
3

Data entry
4

Communication skills
5

Attention to detail

Key Tasks

1

Accounts payable and receivable
2

Bank reconciliation
3

Financial statement preparation
4

Payroll processing
5

Expense tracking

Describe key responsibilities

Resources and tools

Setup work email and access to necessary digital tools

In this task, you will set up your work email and gain access to the necessary digital tools required for your role. This will include creating your email account, installing relevant software, and setting up access to online platforms.

Work Email Address

Name

Software

1

QuickBooks
2

Xero
3

FreshBooks
4

Wave
5

Zoho Books

Online Platforms

Request IT access to financial and bookkeeping software

Request IT access to financial and bookkeeping software. Specify the software you need access to and provide relevant details to the IT department. This will ensure that you have the necessary privileges and permissions to perform your bookkeeping tasks effectively.

Software Name

Required Access Privileges

IT Department Contact