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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