The bookkeeping client onboarding checklist
A clean onboarding request saves weeks. Ask for access and historical data in one place before the first close.
Documents (6)
- 1
Prior bookkeeping files
Last two years of ledgers, or a backup export from the old system.
- 2
Bank and credit card statements
The last 12 months for every business account.
- 3
Payroll and tax filings
Recent payroll reports and filed tax returns.
- 4
Loan and lease documents
Current agreements and year-end statements.
- 5
Chart of accounts preferences
Existing chart of accounts or reporting requirements.
- 6
Access checklist
Accounting software, bank feeds and document storage access.
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