Onboarding a New Client
Download your free Onboarding a New Client template to personalize and use in your bookkeeping or accounting firm.
A lot needs to happen when your firm signs a new client—often by several different members of your team. A detailed process that you can replicate for each new client is the only way to make sure all bases are covered. This is the process used by London accounting firm, BOSS, to onboard their clients in the UK.
Some steps in this process are specific to United Kingdom accounting requirements, but it's a great example of how a fast-growing firm is achieving success. Your firm can tailor these steps to suit the needs of your prospective clients.
Back Office Support Solutions (BOSS) are experts in accounting and financial matters assisting all manner of London businesses. They're a paperless firm who utilize new technologies to be more efficient and transparent.
This process is one of three provided by BOSS, which all relate to their customer journey. You can also check out how they onboard their clients (once their leads are converted), and how they offboard clients at the end of their relationship.
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- .XLSX File
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- Time and Budget Estimates
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- Client Task Automation
- Client Work Scheduling