Why you need a Client Onboarding Checklist Template

Congratulations, your client base is expanding! Whether you acquired new customers through referrals, ads, or social media, you want to make their onboarding experience pleasant and seamless. After all, we all know that first impressions go a long way.

Our Client Onboarding checklist template will help you create a standardized, efficient, and quick workflow process to quickly and efficiently onboard new clients.

You can also customize it to fit your firm’s needs and share it with your team members.

Read: 8 Ways to Make Accounting Client Onboarding Memorable

How our Accounting Client Onboarding Checklist Template will help your firm

Our Client Onboarding checklist template will help your firm:

Streamline your workflow process:

Our Client Onboarding checklist template will help make onboarding new clients easier, faster, and more efficient for your firm. As you onboard new clients, setting expectations and making sure they understand what to do and how to go about doing it is important. But keeping tabs on all the things you need to do to make the client onboarding process personalized for them may be difficult thereby making checklist templates indispensable arsenals in your workflow process.

Standardize processes across your firm to ensure consistent client deliverables:

Save yourself from the headache that comes with inconsistent work by showing new clients how the relationship between them and your firm will work. With step by step tasks that ensure you take new clients through all the necessary processes of familiarizing them with your tools and expectations, your team will be the better for it.

Attain freedom and flexibility:

Running a successful firm is no child’s play. That’s why you need to find ways to remove yourself from the day-to-day processes so you can focus on working “on” the business rather than “in” the business.

Recommended reading:

Bookkeeping Client Onboarding Questionnaire Guide (+ Free Template)

What you’ll find in our Client Onboarding Checklist Template

In our fully editable and customizable Client Onboarding Checklist Template, you’ll find:

  • A list of tasks (steps) to complete a quarterly review
  • Space to indicate the status of each task
  • Due date
  • Assignee
  • Notes

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Client Onboarding Checklist Template

To use our Client Onboarding Checklist Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

Client Onboarding Checklist Template FAQs

Are the tasks in the Client Onboarding Template accurate?
Yes, they are. We created our Client onboarding Checklist Template with feedback from bookkeepers and accountants like you. However, please review each task carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.

 

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