Ensure payroll systems are integrated with the accounting software, including employee details and tax information. Set up invoice automation systems and link them to the accounting software for seamless payment processing. Integrate expense tracking tools if needed, and train the client on how to use them. A bookkeeping onboarding checklist is a set of organized lists of duties that bookkeepers use to conduct onboarding a new customer. The checklist guarantees that all necessary steps are completed to properly set do unearned revenues go towards revenues in income statement up and manage the client’s accounts from the beginning.
Include a plan of the process that the team will use to meet the client’s goals. Also, outline the expectations, such as what to expect from each other and turnaround times. This welcome pack is a summary from the kick-off meeting, but in writing. Answer any questions and make sure the client agrees with everything. Easy-to-use accounting software like Jetpack Workflow can significantly simplify your accounting firm’s operations. Information and documentation on prior year tax returns are another essential checklist item.
Increase practice efficiency by standardizing your onboarding process
It’s also a good idea to involve them when reviewing the performance of the process, so they can each share their perspectives and experiences. Not only do fewer issues arise, when they do, everyone understands what needs to be done. It’s clear where responsibility and accountability lies, and if someone isn’t holding up their end of the deal, you have the steps taken in onboarding to refer back to. When you have a smooth onboarding process, you see a different story. If you drop the ball in this regard, you’ll find it hard to serve them well, leading to poor customer retention. Starting with thorough and precise information helps reduce the chances of making errors or leaving out important details during data entry or bookkeeping tasks.
iv. Enhanced Understanding of Client Needs
You need to understand the overall accounting health of the company. Whether your client has accounting software, like QuickBooks or Xero, or a manual accounting system, you need access to these programs. After the initial kickoff meeting with your new client, send a welcome email. Be sure it clearly outlines the next steps, your expectations of them, and a timeline for the initial scope of the project. Set the Stage for Feedback – Encourage feedback by letting the client know their opinions and experiences are valued.
Days of Workflow Email Course
Finding a new bookkeeping customer for your organization can be very exciting. However, for your new clients to stay, you must provide them with a positive experience. 68% of consumers believe that the onboarding process determines whether or not they become long-term customers. However, even with an effective bookkeeper onboarding checklist, a smooth and productive onboarding process may require a significant amount of effort.
This article offers a thorough onboarding checklist to keep you ahead of the game and get you everything you need to begin working with your client. Implement a client portal where your clients can easily access their financial statements, reports, and any other relevant documents. This promotes transparency and keeps all important information in one accessible place. Send a pre-onboarding questionnaire to gather basic information about your new client’s business model, financial history, and expectations.
Finally, a client onboarding questionnaire provides valuable insights into your client’s business operations and financial health. It allows you to tailor your bookkeeping services to their specific needs and goals. This personalized approach not what is the working capital cycle wcc only enhances the quality of your work but also strengthens the client’s trust in your expertise. The next step in the bookkeeping client onboarding checklist is to gather all the information you need from your client so you can deliver on your service effectively. One way to stand out from other accounting firms and CPAs providing bookkeeping services is to leverage technology to create a “tech-enabled” approach. Not only will this impress our clients when they first start working with us, but this will actually make your life a lot easier when it comes to delivering on your services as well.
With your first client meeting scheduled, it’s important to provide them with the agenda. You want your client to come prepared and aware of what you aim to accomplish. Identify the primary contact person on both sides, preferred methods of communication (email, phone, meetings, etc.), and response time expectations. And as of recently, you can now generate contract templates as well.
- Use these opportunities to clarify doubts, provide updates, and reinforce that your team is always within reach.
- In other words, your onboarding experience is generally the first impression a client has working with you.
- However, once your employees get the hang of the onboarding process, it’s just a matter of time before you begin attracting more clients because of your professional approach.
- We’ll go over everything you need to think about to create a 5-star onboarding experience.
After the first month, ask the client for feedback to refine your processes and ensure their satisfaction. No matter where you keep it, just make sure that public vs private accounting your new client onboarding checklist is somewhere that’s convenient for you to access. This location will mostly depend if you’re handling your workflow manually or if you are using workflow software.
