Client Onboarding: What to Expect
Welcome to MackBooks LLC! We’re excited to support your business. Here’s how we’ll get started together:
1. Initial Consultation
We’ll hop on a quick call to learn about your business, goals, and how we can best support you with bookkeeping and financial systems.
2. Document Collection
We’ll request important documents like bank statements, receipts, and tax returns to get a full picture of your finances.
3. Scope of Work & Agreement
We’ll outline the exact services you’ll receive, pricing, and terms. Once everything looks good, we both sign the agreement electronically.
4. Software & Account Setup
We’ll get your business set up in QuickBooks or another platform, including connecting your bank accounts and creating your chart of accounts.
5. Communication Setup
We’ll confirm your preferred communication method (email, Zoom, phone, etc.) and response time expectations. If using a client portal, we’ll set that up too.
6. Process Implementation
We’ll define how bills are paid, invoices are tracked, and reports are delivered — setting the foundation for consistent financial management.
7. Regular Review Meetings
Monthly or quarterly check-ins ensure we’re aligned, address questions, and help you stay financially sharp all year long.
8. Ongoing Support
We’re always here to help. You can reach out anytime for support, strategy, or questions about your books.
9. Feedback & Improvement
We ask for feedback to continuously improve and ensure you’re getting the value and clarity you deserve.