Bookkeeping client onboarding is where the firm establishes the operating rules for the relationship: which accounts are in scope, how source documents arrive, who approves questions, how transactions should be categorized, and when the monthly close is due.
This checklist covers the setup work required before recurring bookkeeping can run cleanly, from securing platform access and connecting feeds to standardizing the chart of accounts and documenting client-specific accounting rules.
The checklist
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Does your team use Slack?
If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.
Works with everyone in your Slack — no logins, no onboarding.
1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and choose who each one goes to.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
