![]() It also demonstrates to your potential client that you’re thorough and professional when assessing your prospects. ![]() This client question helps you understand what workload you will undertake as their new accountant. ![]() Follow-up questions may include:Īsking about inventory during your client onboarding process also reminds you to speak to them about their inventory management needs again down the road. Accounting for inventory requires special expertise. Inventory management and accounting must be included in your new client questionnaire. This question shows your ability to adapt to the potential client’s needs and demonstrates your experience with different accounting systems. If they work with a third-party service, you’ll need to work with their system. Payroll challenges and mistakes are a common problem for businesses so your bookkeeper checklist for new clients must help you understand their payroll needs.Īs their bookkeeper or accountant, you’ll have to work with their accounting software, payroll schedule, and filing system. Their answer may suggest other questions that should be included in your accounting client on-boarding checklist template. Whether they’re a Sole Proprietor, an LLC, an S-Corp, or a C-Corp, it’s important to know. What is your business entity?Ī client's business structure will affect every aspect of accounting and bookkeeping. Then, move on to other fundamental questions that help you understand the essential elements of their business structure. Your new accounting client checklist should start with this open-ended question.Īllow the client to offer information without interruption. What can you tell us about your business?īefore discussing anything else, you need to have an idea of what kind of business your prospective client has.
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