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Bookkeeping Client Check List

Bookkeeping Client Check List 2025

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The document is a checklist for bookkeeping clients, outlining the necessary documentation required for new client setup, monthly sorting of financial statements, and year-end requirements. It includes items such as business licenses, HST filing documents, bank statements, invoices, and details related to business use of home and vehicle.

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2016	4.6 Satisfied (57 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How long does bookkeeping take per client?

If your business is relatively small, it could take as little as five hours per month. A medium-sized business could easily take ten hours per month, and a large business with numerous accounts and transactions can take over 20 hours per month to complete the books.

What are the average hours for a bookkeeper?

How many hours do Bookkeeper work on average? On average, Bookkeepers generally work around 40 hours per week, aligning with standard full-time work schedules.

How to set up a new bookkeeping client?

How To Onboard A New Bookkeeping Client? (Step-by-step Approach) Step 1: Decide On A Client Meeting. Step 2: Send Proposal and Engagement Letter. Step 3: Gather Client Information. Step 4: Prepare Workflow Systems. Step 5: Integrate Financial Tools and Systems. Step 6: Set Up Communication Channels. Step 7: Review and Launch.

What is the average time spent on bookkeeping?

How Much Time Accounting Takes. On average, small businesses that suit our client base usually take between 10-15 hours of bookkeeping each month. If they also handle their billing in-house, it can take up to 25 hours per month.

How many hours should a client bookkeeping take?

A small client: less than 10 hours monthly. A medium client: between 10 and 20 hours monthly. A large client: over 20 hours monthly.

Can I make $100k as a bookkeeper?

So sure, you can make $100k as a bookkeeper, and it has less to do with ones skills as a bookkeeper and more with ones skills at business development, marketing, finding clients, and hiring/managing other bookkeepers.

How do you fire a bookkeeping client?

For all client terminations, you need a termination-of-services agreement, which should include the reasons for ending the relationship. If your relationship is fine, but the business isnt as profitable as youd like tell them in person. Your professionalism will be appreciated.

What does a bookkeeper need from their clients?

Your bookkeeper needs information about the type of business youre running in order to keep your records properly. You need to give them information about what your business does, where the income and liabilities are in your business, and how many employees you have.

Bookkeeping Client Check List 2025

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