Template client onboarding checklist for an accounting firm
Here is a template client onboarding checklist for an accounting or bookkeeping firm:
Gather client information: Collect all necessary information about the client, including contact details, business information, and financial records.
Review engagement letter: Review and discuss the engagement letter with the client to ensure that both parties understand the terms of the relationship and the services that will be provided.
Set up client file: Set up a file for the client that includes all relevant documents, such as the engagement letter, financial records, and tax returns.
Schedule kickoff meeting: Schedule a kickoff meeting with the client to discuss their business, their accounting and tax compliance needs, and their financial goals.
Assign team members: Assign team members to the client account and ensure that they are familiar with the client's business and needs.
Establish communication channels: Establish regular communication channels with the client, such as email or phone, to ensure that they are able to easily contact the firm with any questions or concerns.
Set up systems and processes: Set up systems and processes to track the client's financial data and ensure that all necessary information is collected and organized in a timely manner.
Review prior work: Review any prior work that has been done for the client, such as tax returns or financial statements, to ensure that all necessary information has been gathered and that there are no outstanding issues.
Provide training: Provide training to the client on any systems or processes that they will need to use in order to manage their financial information.
Follow up: Follow up with the client to ensure that they are satisfied with the onboarding process and to address any questions or concerns they may have.
