# Bookkeeping Client Onboarding Checklist

## Before kickoff

- signed agreement received
- billing method set
- primary contact confirmed
- software stack identified

## Access and records

- bank and card feeds
- accounting software access
- prior-period reports
- payroll and tax contacts if relevant

## Expectation setting

- monthly close timeline
- client response deadlines
- document upload process
- first-review meeting date

## Internal handoff

- owner assigned
- missing items flagged
- first 30-day success checkpoint set