Client Onboarding

Thanks for scheduling your onboarding meeting. This form is to help us all prepare. We can't wait to meet with you!

Note: Most questions are not required, you can skip any unknown items, and we will cover it in our call.

Company Name*
Name*
First Last
Email*
From what date will we be starting the bookkeeping?
Who is our primary contact? Can you describe the team? Who will answer bookkeeping questions?
How does Accounts Receivable happen now? Will that change as Fisher comes on board?
How does Accounts Payable ( money you owe ) happen now? Will that change as Fisher comes on board?
How does Payroll happen now? Will that change as Fisher comes on board?
Other things you want me to know before our appointment?

During our time together we will work on the following:

Verify Fisher access to accounting tool
Add Fisher ( as a bookkeeper ) to your banks and credit cards, so we can retrieve statements or sort out how we will get them monthly.
Add Fisher ( as a bookkeeper ) to payroll company
Add Fisher ( as needed ) to other tools
- Inventory System
- CRM
Discuss what "closing" should include and frequency

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