Bookkeeping Client Onboarding Checklist

This document is a checklist designed to guide the onboarding process for new bookkeeping clients. It outlines essential steps to ensure that every new client is set up properly from the beginning, which aims to reduce delays and improve accuracy in service delivery. The checklist is divided into several sections, including Business Information, Access and Logins, Financial Accounts Setup, Historical Data Collection, Scope of Services, Communication and Workflow, Recurring Workflows Setup, Risk Review and Compliance, and Final Review and Sign-Off. Each section details specific items to be completed, such as collecting business information, setting up access to accounting software, and defining the scope of services. The checklist emphasizes the importance of clear communication and workflow processes, ensuring that all necessary tasks are documented and responsibilities assigned. By following this structured approach, firms can create a consistent workflow and enhance client satisfaction during the onboarding phase.