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.
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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