How do you board new bookkeeping clients?
James Williams
Published Mar 26, 2026
Before onboarding
- Understand your business model and establish your services.
- Define your ideal client.
- Standardize your accounting technology stack.
- What’s the ideal onboarding time frame?
- Receive contract & send welcome email.
- Gather client information.
- Set up project & apps.
- Client kickoff meeting.
Should I give my bookkeeper access to my bank account?
Many accountants today will make use of great software that allows for them to view your details without having the ability to make any changes or adjustments. So long as you can fulfill the request on your end, there is no need for your accountant to have bank details.
Can you download my bookkeeping checklist for new clients?
Download my bookkeeping checklist for new clients as a pdf. Have you started a new business or decided to switch your bookkeepers? Unlike your accountant, I want to see ALL your source documents relating to your business!
How to standardize your bookkeeping client onboarding process?
Our free Bookkeeping Client Onboarding Checklist outlines a framework you can use to standardize your firm’s onboarding process. The checklist includes: Download our free Bookkeeping Client Onboarding Checklist and start standardizing your firm’s onboarding process! Victoria is the Senior Content Marketing Manager at Hubdoc.
What to look for in a start up bookkeeper?
Your bookkeeper will likely give you a client start-up bookkeeping checklist. It will probably look something like this: expense receipts including internet receipts – sorted by source of payment: bank, credit card, business cash, and personal funds
How to establish a relationship with a bookkeeper?
Establishing a relationship with your bookkeeper where you can speak with them on a regular basis helps keep you out of paperwork hell and on the path to success and profitability.
