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Correct Counts tool
Client Onboarding Checklist & Email Templates
Give new bookkeeping clients a more organized start with a ready-to-use onboarding process.
$12.00
Instant digital download. No physical item ships.
About this tool
Description
Onboard a new client in fourteen days without chasing them. The document request list explains why you need each item, which is why clients actually send it.
What’s included
- Client onboarding checklist with 24 steps across paperwork, access, file setup, and first close
- Four welcome emails for days 1, 2, 6, and 14
- Client document request list with 24 items and the reason for each
Format
Three editable Word (.docx) files. Works alongside QuickBooks Online or Xero.
Who it’s for
Bookkeepers whose every onboarding starts from scratch.