client onboarding checklist for accounting firms

New Client Onboarding Checklist

Standardizing your accounting firm is an important part of scaling your practice. Especially when it comes to your client onboarding process.

Using this client onboarding checklist will help you onboard clients and scale your accounting firm faster.

If you are looking for an easier way to implement this template in your firm and share it with your team try our accounting workflow management solution, Financial Cents, for free.

Get Excel Template

Submit the form to receive your free checklist template via email

Use in Financial Cents

Get more out of this template by adding it to Financial Cents:

  • Delegate and track recurring work
  • Collaborate with your staff
  • Save time with workflow automation