New Accounting Client Checklist A Comprehensive Guide

Running a successful accounting practice involves not only providing top-notch services but also establishing a solid foundation with each new client. To ensure a smooth onboarding process and maintain an organized workflow, it is crucial to follow a thorough checklist. This article will outline the essential steps in the New accounting client checklist, providing insights into optimizing client management and fostering long-term relationships.

1. Preliminary Meeting and Needs Assessment

Before commencing a new client engagement, it is paramount to schedule an initial meeting. This meeting serves as an opportunity to introduce yourself, gain an understanding of the client’s unique … Read More