When a new client comes to you, it is expected that they have many questions in mind and are looking for the best accounting solution.
The onboarding process for accounting clients varies greatly from client to client. For instance, the process you use when onboarding a client for tax planning will be substantially different from one for CFO services. Regardless, the initial process must be structured, and you’ll require a checklist with all the documents and information you need from the client to facilitate the process and collection of these, in an automatic and effortless way.
When you start considering the ongoing operations of an accounting firm, the process starts with the onboarding checklist for new clients. This can be difficult because they don’t have all your documents ready at one time like their financial statements, profit and loss statement, or their cash flow statement.
By considering the importance of the onboarding checklist for new clients, your business will not only become productive sooner than expected but also ensure that the client is engaged and updated about the completion of all processes.
To streamline this process, we have included below the ideal checklists pertaining to the different stages of making a new client into an existing client, who will not just help grow your business but also build trust in your approach – which is fundamental for successful long-term relationships and growth.
Continue reading “What to Include in a bookkeeping onboarding checklist for New Accounting Clients”
