New accounting client checklist


New Accounting Client Checklist Initial Contact and Discussion

Gather basic information from the New accounting client checklist, such as their name, company name, contact details, and preferred communication method. Determine the specific accounting services required by the client, including bookkeeping, financial statement preparation, tax planning, or payroll processing.

Engage in a detailed conversation with the client to understand their expectations, objectives, and desired timeline, in order to tailor our services effectively.

Documentation and Paperwork

Prepare an engagement letter to formalize our working relationship with the client, specifying the services to be provided, associated fees, and the terms and conditions of the engagement.

If required, ensure the signing … Read More

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