Free Accounting Client Onboarding Checklist

[Your Company Name]

Accounting Client Onboarding

[Your Name]

SSS12345

[Your Manager's Name]

June 26, 2050

Conduct an initial assessment to understand the client's business, financial structure, and specific accounting needs.

Provide a detailed proposal outlining services and expectations, followed by an engagement letter for formal acceptance.

Draft and sign a comprehensive client contract, specifying terms, services, and fees.

Request and review relevant financial documents, such as balance sheets, income statements, and previous tax returns.

Obtain necessary authorizations, including Power of Attorney or authorization to access financial accounts.

Set up the client in the accounting software system, ensuring alignment with their business structure and industry requirements.

Establish secure channels for the transfer of financial data, emphasizing data confidentiality and compliance with privacy regulations.

Conduct testing to ensure seamless integration of client data into the accounting system.

Provide training on the accounting software, emphasizing key features and reporting functionalities.

Orient the client to the accounting processes, including invoicing, expense tracking, and financial reporting.

Establish a reporting schedule for financial statements, ensuring timely and accurate reporting.

Conduct periodic financial analyses and provide insights to support strategic decision-making.

Collaborate on budget planning and forecasting to align financial goals with business objectives.

Assign a dedicated account manager as the primary point of contact for the client.

Define communication protocols for updates, queries, and resolution of accounting-related matters.