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Bookkeeping Client Check List

Bookkeeping Client Check List 2026

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

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Click ‘Get Form’ to open the Bookkeeping Client Check List in the editor.
Begin by checking the boxes for the NEW CLIENT SET UP DOCUMENTATION REQUIRED section. Ensure you have all necessary documents like the Master Business Licence and HST filing documents ready.
Move on to the BOOKKEEPING section. Sort your monthly statements, including bank and credit card statements, by entering them into the designated fields. Attach supporting documents such as invoices and deposit slips.
For the REQUIRED AT YEAREND section, input your year-end inventory balance and any documentation of debt. Be sure to detail your business use of home expenses and vehicle details accurately.
Review all entries for completeness and accuracy before saving or sharing your checklist.

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Versions	Form popularity	Fillable & printable
2016	4.6 Satisfied (57 Votes)

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

What is the new client checklist for accountants?

An effective new accounting client checklist can make all the difference and should include collecting contact information, biographical background, business details, risk assessments, and reporting requirements.

How much does a CPA charge per hour for bookkeeping?

How Much Does a CPA Cost for a Small Business? Service TypeAverage Cost Range Bookkeeping Accounting $200 $350 per hour Tax Preparation (Basic) $300 $800 flat fee Business Tax Filing $500 $1,200+ flat fee Financial Statement Review $300 $600 per hour2 more rows

How do I onboard a bookkeeping client?

Onboard new bookkeeping clients You need to collect some general information about their company, prepare a proposal based on their needs, get the first payment, and then add them to your main recurrent processes. Since onboarding has predefined steps, it could be automated, too.

How to onboard a new client in QuickBooks Online?

0:21 2:27 You can compare the different QuickBooks online products here you also have the option to skip.MoreYou can compare the different QuickBooks online products here you also have the option to skip. Ahead. After you make a selection you can add QuickBooks Payroll or QuickBooks Time to their. Company.

How do I onboard a new bookkeeping client?

What to include in a bookkeeping onboarding checklist Signed contract. Welcome packet. Basic client information and documentation. Access to previous or existing accounting systems. Accounts and invoice history. Tax history. Communication channels.

What are the 5 basic principles of bookkeeping?

The 5 elements of accounting are the fundamental building blocks that underpin the entire accounting process. These elements include assets, liabilities, equity, revenue, and expenses. Each of these elements plays a crucial role in reflecting the financial health and operational capability of a business.

How do you onboard a client?

10 Essential Steps to Ace Client Onboarding (+ A Client Onboarding Checklist) Step 1: Send a Friendly Welcome Message. Step 2: Gather Information on the Clients Business Industry. Step 3: Assign an Account Manager or Point of Contact. Step 4: Get Your Entire Team on Board. Step 5: Schedule an Onboarding Meeting.

What to ask potential bookkeeping clients?

Heres what to include in your questionnaire: Is the client currently using bookkeeping software? How many employees do they have? Do they have inventory? What is their sales volume? Are they reporting sales or use tax? How many vendors do they pay each month? How many bank accounts do they have?

Bookkeeping Client Check List 2026

Here's how it works

How to use or fill out Bookkeeping Client Check List with our platform

See more Bookkeeping Client Check List versions

Complete this form in 5 minutes or less

Got questions?

What is the new client checklist for accountants?

How much does a CPA charge per hour for bookkeeping?

How do I onboard a bookkeeping client?

How to onboard a new client in QuickBooks Online?

How do I onboard a new bookkeeping client?

People also ask

What are the 5 basic principles of bookkeeping?

How do you onboard a client?

What to ask potential bookkeeping clients?

Related links

Try more PDF tools

Bookkeeping Client Check List 2026

Here's how it works

How to use or fill out Bookkeeping Client Check List with our platform

See more Bookkeeping Client Check List versions

Complete this form in 5 minutes or less

Got questions?

What is the new client checklist for accountants?

How much does a CPA charge per hour for bookkeeping?

How do I onboard a bookkeeping client?

How to onboard a new client in QuickBooks Online?

How do I onboard a new bookkeeping client?

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People also ask

What are the 5 basic principles of bookkeeping?

How do you onboard a client?

What to ask potential bookkeeping clients?

Related links

Try more PDF tools