Annual Budgeting and Financial Forecasting
A complete workflow for creating annual budgets and financial forecasts that actually get used. Takes 2-3 weeks to compl...
6 steps
3 fields
1 automations
Accounting Budgeting
Accounting Firm Client Onboarding
Get new accounting and bookkeeping clients set up properly from day one. This covers everything from the initial chat to the kickoff meeting - gathering docs, setting up software access, and making sure nothing falls through the cracks. Because chasing missing paperwork three months into an engagement is nobody's idea of fun.
7 steps 3 automations
Process steps
1
Initial consultation call
1 day from previous step
Form fields in this step
What services do they need? *
Business entity type *
Approximate annual revenue *
Key notes from the call *
2
Send and sign engagement letter
1 day from previous step
Form fields in this step
Fee structure *
Agreed fee amount *
Date engagement letter sent *
Engagement letter signed and returned? *
3
Collect prior year documents
1 day from previous step
Form fields in this step
Prior year tax returns received? *
Prior year financials received? *
Bank statements status *
List any missing documents
Prior accountant contact info (if applicable)
4
Set up accounting software access
1 day from previous step
Form fields in this step
Accounting software *
Your access level *
Bank feed connections *
Chart of accounts status *
5
Set up client portal
1 day from previous step
Form fields in this step
Client portal system *
Client portal access status *
Folder structure created? *
6
Verify compliance requirements
1 day from previous step
Form fields in this step
State filing requirements *
Industry-specific compliance *
Recent audit history *
Additional compliance notes
7
Schedule kickoff meeting
1 day from previous step
Form fields in this step
Kickoff meeting date *
Meeting format *
Who should attend from the client side? *
Agreed reporting frequency *
First deliverable or milestone *
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