When you meet a potential client, you want to be sure you start off on the right foot.
However, vetting and onboarding a new client is a lot of work, and it can be tough.
We get it. Here at Financial Cents we’ve been there many times!
That’s why we have created this FREE bookkeeping client questionnaire template. This template helps improve your client relationships and make sure you and your clients get off to a great start.
It helps you:
Let’s look a little closer at the ways this free bookkeeping questionnaire can help your business grow and thrive.
When you first meet a client and start working with them, you want to make sure you appear professional and polished.
How can you do this?
Have a well thought-out, standardized onboarding process. This process should include an official questionnaire that gets you the basic information you need and lets the client know your business is well-run and trustworthy.
And the best part?
They’ll stay – and start referring other businesses!
A low-stress onboarding experience that kicks your relationship with your clients off to a great start yields massive returns for your business.
Our bookkeeping client checklist helps provide you with a high-level framework for your onboarding process to help set yourself up for success!
First impressions matter! Starting off on the right foot with your clients sets a good tone for the rest of your relationship.
Our FREE bookkeeping client questionnaire helps you create a painless onboarding process, get all the right information, and kick your client relationships off to a great start!
We hope this template is helpful to you!
We also have other FREE templates for your bookkeeping business, such as:
And if you are interested in trying the Financial Cents Accounting Management Software, you can start your full-feature risk-free 14-day trial today!
Collaborate on client work and track your accounting deadlines with our easy-to-use cloud-based practice management software
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