A Comprehensive Checklist for Onboarding New Accounting Clients
he first step in onboarding New accounting client checklist is to conduct a discovery meeting to gather information about their business and accounting needs. During this meeting, you will discuss their business goals, objectives, pain points, and industry-specific compliance requirements. This allows you to develop a personalized plan for the client.
Gather All Necessary Information
Next, gather all the necessary information to set up the client’s accounting systems and processes. This includes financial statements and tax returns from the previous year, bank and credit card statements, login credentials, and business formation documents. Having all this information organized and ready will … Read More
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