Company Name

[Your Company Name]

Department

Finance

Author of the Checklist

[Your Name]

Employee ID

1050-A

Manager

[Your Name]

Employee ID

1050

Pre-Onboarding

• Submit employment paperwork

• Complete company orientation

• Acquire necessary office supplies

First Week

• Familiarize with the company's Bookkeeping Client

• Meet the team

• Understand job roles and responsibilities

• Set up workstation

First Month

• Understand the company's products, services, and customers

• Learn and adapt to the company's working culture

• Attend necessary training and development programs

First 3 Months

• Handle and complete assigned projects

• Consistent performance and productivity

• Receive and implement feedback

End of Onboarding (6 months)

• Performance evaluation

• Identify areas for improvement

• Set goals for the next six months

• Financial Statements

January 30, 2050

• Bank Statements

January 30, 2050

• Previous Tax Returns

January 30, 2050

• Business Invoices and Receipts

January 30, 2050

• Accounting Software Setup

January 30, 2050

• Training on Platform Features

February 1, 2050

• Secure Data Transfer Setup

February 1, 2050

• Regular Reporting Schedule

Ongoing

• Dedicated Account Manager

February 1, 2050

• Communication Protocols Defined

February 1, 2050