To assist you in preparing for this temporary closure, we’ve created a guide on what you need to know about closing for the holidays. And even if your app of choice saves the contracts within its system, make sure you save copies of all agreements in your client/project management classification of receivables app as well. Quickbooks permits the connection of multiple bank and credit card accounts, streamlining the tracking of transactions. Begin populating Quickbooks with historical financial data, either by importing data from spreadsheets or manually inputting transactions.

• Though QuickBooks Online doesn’t have a KYC template, you’ll want to look for a third-party app that can provide you with such a template.
• Automating even a few steps in your process can clear up mental space for more high-impact tasks.
• Knowing the taxation and reviewing previous invoices, financial statements, or documents can also be easier.
• Use CoraCloud  practice management software with the branded client portal and document management to remain organized while meeting client expectations.

These types of repetitive admin tasks are the perfect candidates for automation. No matter what service you’re providing, you’ll likely have some files to share, whether it’s a pitch deck, an article draft, a personalized fitness plan, or anything in between. So all that’s left to do is send it to the client—and then refresh your email over and over as you wait for feedback. Ideally, you and your client have the same preferred communication channel.

Set up payroll, if applicable:

Terms and conditions, features, support, pricing, and service options subject to change without notice. During this time, there might be a delay in responding to your messages. In case you have an urgent request, feel free to reach out to [name of colleague] at [email] for assistance. If your message is not urgent, we will get back to you as soon as we are back in the office. The most recent update, with contributions from Melissa King, was in October 2023. Having an in-person meeting with the client is advisable to get to know one another better and grow trust.

• Then, you can speed up the intake process with form automations like the ones below.
• As an accounting or bookkeeping firm, one of the challenges that you may encounter is deciding what questions to ask a new client.
• It includes a simple client hub to simplify onboarding for you and your customers.
• Create a project-specific communication system that your team members and clients can access without challenges.
• Alternatively, provide your clients with access to QuickBooks resources to familiarise them with the platform’s features.

Creating a special folder, channel, or label for the new client in your inbox or chat app helps you stay organized. And if there are still some details to sort out, use this step of the client onboarding template to schedule a kickoff call with your favorite meeting scheduler. From there, you can schedule regular touchpoint meetings to update your client on their projects. Have communications plans for a new client checklist for bookkeepers to enable you to deliver with fewer challenges. Create a project-specific communication system that your team members and clients can access without challenges. When developing the bookkeeping onboarding checklist, ensure you know your client’s expectations or goals.

QuickBooks, QB, TurboTax, Proconnect and Mint are registered

If your client selected one of the higher tiers of QuickBooks Online, you can directly import the bank statements when the bank accounts are updated. This meeting can be done virtually or in person, but having a kickoff meeting will allow you to discuss the company’s financial structure. The discussion should include the number of bank accounts, credit cards, and loans that the company has. QuickBooks Online and QuickBooks Online for Accountants both have Canadian versions, but they are some differences between regions. It’s vital that you have the correct product to suit the needs of your business as well as your client companies.

Step 7: Establish the process for receiving/obtaining statements.

If you want to streamline your workflow even more, you can automate your client onboarding. As we break down each step of the onboarding process, we’ll offer some tips on how you can put your operation on autopilot. In the excitement of a new project, it’s easy to forget all of the little details to get a client set up. You get clients up to speed faster, show off your organizational skills, and save mental space for the work clients hired you to do. The bookkeeping client onboarding questionnaire is like an interview where you want to know more about the customer.

Step 2: Determine whether the client will need QuickBooks payroll services.

Using our checklist can help keep the whole Christmas office closure procedure hassle-free. I wanted to inform you in advance that our office will be closed for the holidays and our team will be taking time to relax with friends and family. The office will be closed from [holiday start date] to [holiday end date]. Any agency or freelancer that’s ever dealt with a clingy client or a ghosting collaborator knows the importance of communication. In addition to setting expectations around response times, it helps to establish communication channels right from the start. This is pretty meta, but the first step in your customer onboarding template is onboarding new customers.

Your customer onboarding process will vary a bit in this step of the template, depending on who holds the contract. Sometimes, your client’s company has an NDA or contract from the legal team that they want you to sign. If that’s the case, you have to wait for the client to initiate this step—or nudge them to do so.

So start with the basic, simple questions to help you understand what they deal with. Let the client tell you their business name, address, and industry or nature of business. If you’re planning to develop a new bookkeeping client checklist for onboarding, this guide is for you, as we’ll delve deeper into that and much more. If you’re looking for a more robust way to track projects, deadlines, and tasks across your team, check out Jetpack Workflow with a free 14 day trial here.

Automating even a few steps in your process can clear up mental space for more high-impact tasks. You can make a new client checklist for accountants after knowing the size of the company and its structure. After that, you should create the best steps you want your new bookkeeping client checklist to have, like individual tasks. As an accounting or bookkeeping firm, one of the challenges that you may encounter is deciding what questions to ask a new client. However, the onboarding process can be easier after creating a bookkeeping client onboarding questionnaire that guides you on what to ask. Remember, the questions can help you solve a problem or meet the client’s expectations.