Your onboarding might be a little intimidating, but put it in context: this could start a years-long relationship. Next, give them a little information on the onboarding process to come. Make sure they know how it works, how secure it is, and what will happen with the signed document afterward. Before signing the contractĮnsure your client understands your document signing process, particularly if you use document signing systems to streamline the process. This part of the process comes before the main onboarding process it’s an opportunity to be clear about your services and get the contract signed. Avoids surprises for clients or bookkeepers.Makes it easier to find the correct information.In addition, an onboarding process can help bookkeepers identify potential issues or challenges that clients may face, and provide an opportunity to address them early on, which can help ensure a smooth and successful working relationship. It can also help bookkeepers establish clear expectations and guidelines for how clients should interact with them, which can help build trust and improve communication. It can also help them get up to speed quickly to start contributing and achieving their financial goals as soon as possible.įor bookkeepers, an onboarding process can help ensure that clients are properly trained and oriented, improving their work quality and effectiveness. This can help clients feel more comfortable and confident as they begin working with the bookkeeper and help the bookkeeper ensure that they are correctly set up and trained to handle the client’s financial affairs effectively.įor clients, an onboarding process provides a clear understanding of what is expected of them and a sense of what resources and support are available to them as they begin working with the bookkeeper. You can wait until the work is complete to take care of this step, or you can do it earlier on in the process.Why an onboarding process helps both you and your clientsīefore we get into the nitty-gritty, let’s consider why having a new bookkeeping client checklist or other onboarding procedure is helpful.Īn onboarding process helps bookkeepers and clients by providing a structured and organized approach to introducing the bookkeeper to the client, their business, and their financial systems and processes. 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. 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. If you want to keep your clients or teammates in the loop, you can use automation to send project updates as messages in your chat app or otherwise automate your project management workflows. You'll also want a way to track and assign specific tasks, and add due dates if you have any. It's not ideal to be working within multiple tools, I know, but it's the nature of the beast. Note: you might also be asked to join your client's project manager too. 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. ![]() This could be a new Google Drive folder or Notion page, a board on Trello or, or anything in between. In addition to setting expectations around response times, it helps to establish communication channels right from the start.įirst, you need to create a space in your project management workflow for the new client. Open the communication linesĪny agency or freelancer that's ever dealt with a clingy client or a ghosting collaborator knows the importance of communication. This way, income tracking is automatic, and you can avoid manually transferring numbers between apps. If you want to make bookkeeping easier (and less prone to human error), you can connect your payment processor to your accounting app. If you require a deposit or payment upfront, now is the time to set that up, too. ![]() And you'll want to have a central location where you log agreed-upon rates for clients (if there's any variation). ![]() There might also be tax tasks to manage, like sending a W-9. For example, you likely have your own accounting or invoice software to manage, but you might need to work within your client's payment platform of choice. ![]() Similar to your legal onboarding tasks, your financial steps might vary based on the client.
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