CHECKLIST

CLIENT ONBOARDING CHECKLIST

Sent and received the Bookkeeping contract

Receive Retainer Fees
Best way to communicate
Send Welcome email and Gather Client and Business Information
XERO Advisor Access
Third-party apps access
Bank Access to Download Bank Statements
Bank Statements showing Ending Balances in PDF file
Bank Statements in CSV format
Sales Invoices (If any)
Expenses (Bills or Receipts)
Loan Agreement (if any)
Amount of Share Capital (If any)
Rental Agreement (if any)
Inventory (if any)
AFS from the previous year (if not the 1st year of accounting)