Free Bookkeeping Client Onboarding Checklist Template

Download

Share

Free Bookkeeping Client Onboarding Checklist Template

Onboarding Checklist

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

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

Document Collection:

Task

Completion Date

  • Financial Statements

January 30, 2050

  • Bank Statements

January 30, 2050

  • Previous Tax Returns

January 30, 2050

  • Business Invoices and Receipts

January 30, 2050

Platform Access and Training:

Task

Setup Date

  • Accounting Software Setup

January 30, 2050

  • Training on Platform Features

February 1, 2050

  • Secure Data Transfer Setup

February 1, 2050

Communication and Support:

Task

Timeline

  • Regular Reporting Schedule

Ongoing

  • Dedicated Account Manager

February 1, 2050

  • Communication Protocols Defined

February 1, 2050

Checklist Templates @ Template.net