The New Accounting Client Checklist

Onboarding a new accounting client requires careful planning and attention to detail. This comprehensive checklist will guide you through the process of setting up a new client, ensuring a smooth transition and a strong foundation for your New accounting client checklist services.

Assess Client’s Needs and Goals

Before diving into the specifics, take the time to understand your client’s unique needs and goals. Schedule an initial consultation to discuss their accounting requirements, pain points, and long-term objectives.

During this assessment stage, cover the following key areas:

1. Financial Statements and Reporting

Identify the types of financial statements required by the … Read More

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