QB-new-year-client-checklist

You need to make sure these payments and deposits are not incorrectly entered as income or expenses. This meeting can be done virtually or in person, but having a kickoff meeting will allow you to discuss the company’s financial structure. The discussion should include the number of bank accounts, credit cards, and loans that the company has. Once you’ve set up your client’s bank feed on QuickBooks Online, you can import their historical bank transactions into QuickBooks Online. Once imported, categorize all transactions based on the client’s chart of accounts.

Send welcome documents

You could also trigger a notification whenever you move a new file to your client’s folder, with an automation like one of these. Your customer onboarding process will vary a bit in this step of the template, depending on who holds the contract. Sometimes, your client’s company has an NDA or contract from the legal team that they want you to sign. If that’s the case, you have to wait for the client to initiate this step—or nudge them to do so.

Implementing a clear client communication strategy will ensure effective client relationship management and help you build trust with your clients. We took a hard look at how we onboard new clients at Audience Ops, the blog content service that I started a few years earlier. What seemed to work for our earliest clients simply wasn’t scaling as the business started maturing. No matter what service you’re providing, you’ll likely have some files to share, whether it’s a pitch deck, an article draft, a personalized fitness plan, or anything in between. So all that’s left to do is send it to the client—and then refresh your email over and over as you wait for feedback.

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1. For the purposes of this article, onboarding is defined as the process of bringing a new client on board, incorporating training and orientation.
2. Alternatively, provide your clients with access to QuickBooks resources to familiarise them with the platform’s features.
3. So all that’s left to do is send it to the client—and then refresh your email over and over as you wait for feedback.
4. Make a copy, personalize it, and reference it every time you land a new client.
5. First, you need to create a space in your project management workflow for the new client.

First, you need to create a space in your project management workflow for the new client. This could be a new Google Drive folder or Notion page, a board on Trello or monday.com, a new client in your time tracking app, or anything in between. The steps you need to take to add a new client workspace will vary based on your project management tool of choice, so make sure you customize the checklist accordingly. Going through the chart of accounts prior to starting your accounting services means that you will spend less time later reclassifying older transactions and financial statements.

Post messages to your Slack channel with new Dropbox files

This way, income tracking is automatic, and you can avoid manually transferring numbers between apps. If you want to streamline your client onboarding workflow, you can use Zapier to connect your favorite apps. Start by choosing one step in your onboarding flow to automate, and go from there. Automating even a few steps in your process can clear up mental space for more high-impact tasks.

Ideally, you and your client have the same preferred communication channel. If you work across buying bearer bonds tools, though, you may need to get set up on a client’s chat app or invite them to yours. @Anonymous is the secret gatekeeper of all things checklist oriented with Intuit. We’ll email you 1-3 times per week—and never share your information.

The bank feeds provide a complete picture of the transactions in the bank, although they need to be reviewed for accuracy through regular reconciliations. Creating a special folder, channel, or label for the new client in your inbox or chat app helps you stay organized. And if there are still some details to sort out, use this step of the client onboarding template to schedule beginner’s guide to financial statements a kickoff call with your favorite meeting scheduler. From there, you can schedule regular touchpoint meetings to update your client on their projects. If you want to make bookkeeping easier (and less prone to human error), you can connect your payment processor to your accounting app.

You will also need an item list for items they sell along with existing inventory and basis. I am also trying to find this, after going through the training, and would appreciate any assistance. Before having the client set up QuickBooks Online, having a meeting to establish which types of reporting they need means checking account vs debit card that you can get them set up on the right version from the outset.

This allows you to fix any expense categories and give the client a sample output to review. Whether you’ve been a bookkeeper for decades or you’re just getting started, some of your clients will be using QuickBooks. If you’re taking over existing clients on QuickBooks, they might already have their books set up and running, and you’ll be stepping into a well-oiled machine.