📒 Bookkeeping template
New bookkeeping client onboarding template
An onboarding checklist for new bookkeeping clients: the signed engagement letter, prior-year tax return, software and bank access, and the account details you need before the first close.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Onboarding"
- Usually repeats
- As needed
Ask the client for
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Signed engagement letter
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Last year's business tax return
The full return with all schedules, so opening balances match what was filed.
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Accountant access to their accounting software
An invite to our email as an accountant user in QuickBooks Online, Xero or similar.
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List of every bank account, credit card and loan
Bank name and last four digits of each.
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Read-only access or bank feed connection
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Payroll provider access
Only if they run payroll.
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Most recent balance sheet or opening balances
Your steps
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Set up chart of accounts and bank feeds
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Schedule the first monthly close
Tips
- Save the monthly close as a second template and start repeating it once onboarding is done.
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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