This Bookkeeping Client Onboarding Checklist ensures a systematic approach to gathering necessary documents, establishing platform access, and defining communication channels, laying the foundation for effective and collaborative bookkeeping services.
Company Name | [Your Company Name] |
Department | Finance |
Author of the Checklist | [Your Name] |
Employee ID | 1050-A |
Manager | [Your Name] |
Start Date | June 26, 2050 |
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Employee ID | 1050 |
Pre-Onboarding |
|
First Week |
|
First Month |
|
First 3 Months |
|
End of Onboarding (6 months) |
|
Task | Completion Date |
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| January 30, 2050 |
| January 30, 2050 |
| January 30, 2050 |
| January 30, 2050 |
Platform Access and Training:
Task | Setup Date |
---|---|
| January 30, 2050 |
| February 1, 2050 |
| February 1, 2050 |
Communication and Support:
Task | Timeline |
---|---|
| Ongoing |
| February 1, 2050 |
| February 1, 2050 |
Templates
Templates