bookkeeping onboarding checklist template is a bookkeeping onboarding checklist sample that gives infomration on bookkeeping onboarding checklist design and format. when designing bookkeeping onboarding checklist example, it is important to consider bookkeeping onboarding checklist template style, design, color and theme. the onboarding process is the first time a client gets a glimpse of your products, services, and how you do business. for the business owner, the onboarding process is where you can communicate expectations, set streamlined systems and processes, provide consistency, and ultimately begin building a reputation of organization, confidence, and efficiency. a step-by-step list for your new client onboarding process will save both you and your client time and keep you both on track. a welcome email is an excellent way to thank the client for their business and let them know you look forward to working with them to achieve their goals. the client information questionnaire ensures that you have all of the information needed to get started. you will want to follow up with the client to collect any signed documents and payments if necessary.
bookkeeping onboarding checklist format
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it’s smart to back up all of the data with manual folders. also, send a link in the email to schedule an appointment to go over everything with the client if needed. answer any questions and make sure the client agrees with everything. send a ‘thank you’ email thanking the client for meeting with you and mention the next step in the process. schedule a call 30 days out so you can just check in with the client and make sure everything is up to date. let them know that you will check in with them monthly, but if anything comes up in the meantime, feel free to be in touch. no matter where you keep it, just make sure that your new client onboarding checklist is somewhere that’s convenient for you to access.