New Accounting Client Checklist Initial Contact and Discussion

Gather essential details, including the client’s name, company name, contact information, and preferred mode of communication.

Identify the New accounting client checklist specific accounting requirements, such as bookkeeping, financial statement preparation, tax planning, or payroll processing.

Engage in a detailed conversation to understand the client’s expectations, objectives, and desired timeline to tailor services effectively.

Documentation and Paperwork

Prepare an engagement letter to formalize the working relationship, outlining services, fees, and terms.

If necessary, sign a confidentiality agreement to ensure the security of the client’s sensitive financial information.

Obtain vital financial documents, such as bank statements, previous tax returns, invoices, and … Read More