Financial Cents Onboarding Communication & Workflow Templates
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to their trusted business team. Not to mention the wasted time and energy for you.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals who know and love Financial Cents, these templates make onboarding your new client harmonious and efficient.
What You Get:
• Email templates
• Google Form questionnaires with logic jumps (to vet the fit of prospective clients and gather key information)
• Contracts (need to be legally vetted for your region)
• Best Practice Notes
• Checklists of tasks & to-dos
This is a kickin’ start-to-finish onboarding system: vet clients, gather info, engage and integrate with your existing tech stack.
• Video walkthrough
About What’s Included
The Financial Cents Onboarding Communications & Workflow templates include all the steps needed to onboard new clients into Financial Cents. How to vet and quote new clients, engagement & information gathering, creating a Dext account, training & collaboration meetings, and creating client [accounting program] account.
1. Email templates
Any successful working relationship is built on great communication. We make it easy by providing email templates for the most common steps in your file review process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
2. Google Form questionnaires
Google Forms make it easy to gather information from clients during the onboarding phase. Simple to customize to fit your workflow and process, and you may even find some questions you didn’t think of!
3. Contracts
Scope of work, engagement and confidentiality agreements to define the work, limitations, pricing and cloud tech stack being used. These contracts need to be legally vetted for your region.
4. Best Practice Notes
Developed by accounting professionals, we've learned (often the hard way) how best to set up and manage these bookkeeping processes. Included with these templates are best practices, clever workarounds, and useful shortcuts to maximize your team's productivity.
5. Checklists of Tasks & To-dos
Financial Cents lays out each step in the workflow using its task feature. With these templates, we’ve pre-populated all of the steps you will need, and a few extras to really WOW your clients.
Remove or add tasks quickly and easily to fit your process. Never miss a step in your onboarding workflows with customizable checklists that cover everything you need, start-to-finish.