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NEW CUSTOMER CHECKLIST Name of Account & Number: Salesperson:Type of Account (i.e. street etc)Is this account affiliated with any other current accounts? Delivery Information: Name: Street Address:
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How to fill out bookkeeping client onboarding checklist

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How to fill out bookkeeping client onboarding checklist

01
Gather all necessary client information such as contact details, business structure, financial statements, and accounting software used.
02
Create a template for the checklist including sections for client details, required documents, and specific onboarding tasks.
03
Communicate with the client to explain the onboarding process and provide instructions on how to fill out the checklist.
04
Review the completed checklist with the client to ensure all necessary information is provided.
05
Use the checklist to set up the client's account in your bookkeeping software and establish a workflow for ongoing communication and reporting.

Who needs bookkeeping client onboarding checklist?

01
Bookkeeping firms or professionals who are onboarding new clients
02
Business owners who are looking to hire a bookkeeper or accountant for their financial needs
03
Accounting departments within organizations that are bringing on new clients or projects
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The bookkeeping client onboarding checklist is a list of tasks and information required from a new client before starting bookkeeping services.
Bookkeepers, accountants, or any professionals providing bookkeeping services are required to file the client onboarding checklist.
The checklist can be filled out by gathering necessary information from the client such as business details, financial documents, and preferences.
The purpose is to ensure that all relevant information is collected from the client to provide accurate and effective bookkeeping services.
Information such as client's business name, contact information, financial statements, accounting software used, and any specific requirements.
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