The Ultimate Guide to Creating a Comprehensive New Bookkeeping Client Checklist

And it can empower them to represent your business in a way that makes you proud. Having this document can help ensure you don’t forget any part of your process. It makes it easy for other members of your team to step in and help with onboarding. But a process that’s nothing but paperwork, formal training, and administrative headaches will frustrate you and your new hire.

• This way, you can find out which parts of the onboarding process worked better than others.
• You’ll want to show your new hires that you’re prepared for their arrival.
• Ideally, you and your client have the same preferred communication channel.
• If you don’t have one already, visit the QuickBooks website and sign up for an account.
• And you may make your new hire feel like an afterthought or even a burden rather than a valuable new team member.

Be transparent to avoid misunderstandings later, and make sure your client gets clarifications where necessary. 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. This gives your clients a better experience, and helps you grow from small business owner to effective team manager as you add more staff.

Create a seamless hiring process

Whether the prospective client is a new or established business, using the following standardized steps will make your life (and theirs!) easier. By personalizing the onboarding process for each client, you can unlock a range of benefits. Before you can onboard clients, you need to have a QuickBooks account. If you don’t have one already, the direct write off method and its example visit the QuickBooks website and sign up for an account. Download your free Client Onboarding for Intuit QuickBooks template to personalize and use in your bookkeeping or accounting firm. Implementing a clear client communication strategy will ensure effective client relationship management and help you build trust with your clients.

People like to feel productive, so give your new employees tasks to keep them engaged. It’s a good idea to create opportunities for employees to engage with their team and their new role on their first day. Ivan works diligently to improve internal processes and explore new possibilities for the company. Review the project’s details and answer any client questions during the meeting. Also, let the client know your preferred work hours and your contacts. Now that you’ve almost finished onboarding your client, it’s time to get set up to work.

Onboarding a New Client

According to BambooHR, effective onboarding help employees feel 18 times more committed to their workplace. Ensure a smooth onboarding process and make a great first impression. Makes notes of the most important aspects of your onboarding process, from recruitment to acclimating the new employee to their new team. Use CoraCloud  practice management software with the branded client portal and document management to remain organized while meeting client expectations. A serious business must have inventory management, which is complex and demanding.

Whether they want to know about your businesses policies or benefits, your team needs a reliable source of accurate information. We’ll break down employee onboarding best practices to help you make the most of every new hire. List out each process for these different stages in a timeline order format to create your own checklist.

Step 12: Train clients on QuickBooks usage

If your team is still lean, you’ll likely handle a lot of the onboarding activities. The basics are the foundation of your onboarding process, but they’re only the start. New employees will want to sink their teeth into job-specific training right away.

Employee onboarding is a big task, and it can be easy to forget a few steps in the process. Contact us to learn more about the best tool to make your onboarding process easier. To make this step even easier, include a link to the intake form in your welcome document. Then, you can speed up the intake process with form automations like the ones below. You could track all of these processes using a spreadsheet or Google Docs, but there’s no need to reinvent the wheel.

FAQs about employee onboarding

You can personalize your training guide even more by using Pages to combine multiple guides and add videos and images. Add interactive content to lead your audience through the training. Ask the AI to add titles, descriptions, additional context, alerts, helpful tips, and more to customize your guide.

Employee onboarding: A step-by-step guide with our best strategies for 2023

During the onboarding process, it’s important to address any concerns or challenges that clients may have and provide personalized solutions. If your clients already have financial data in another accounting software or spreadsheet, you can import it into QuickBooks. However, implementing QuickBooks into your business operations requires more than just installing the software. A well-designed onboarding process ensures a smooth transition and sets up successful client relationships.

Over 6,000 accountants and bookkeepers use Jetpack Workflow to standardize client work, automate deadlines, and track firm progress. You can use Scribe to create a central repository for all of your client training resources. Review the guide, making sure that you’ve included all relevant information.

Be available to answer any questions and offer assistance whenever needed. In a business setting, not everyone requires the same level of access to financial information. QuickBooks allows you to set up user roles and permissions, ensuring that each team member has the appropriate level of access to perform their tasks. When it comes to managing your business finances, QuickBooks is one of the most popular tools available. Its wide range of features and capabilities can streamline your accounting processes and help you stay on top of your financial health. Fortunately, a top-notch onboarding process can help you bring employees up to speed quickly.

Have communications plans for a new client checklist for bookkeepers to enable you to deliver with fewer challenges. Create a project-specific communication system that your team members and clients can access without challenges. If you’re planning to develop a new bookkeeping client checklist for onboarding, this guide is for you, as we’ll delve deeper into that and much more. This step can also include discussion about whether QuickBooks managed payroll services are right for the business. When it comes to onboarding clients on QuickBooks, one of the most important aspects to consider is personalization.