Good Bookkeeping Employee Onboarding
Steps of the Onboarding Process
Your role as part of the onboarding team at GoodBookkeeping is critical to setting the tone for a successful relationship with our clients. The onboarding process is not just a task—it’s an opportunity to showcase our professionalism, expertise, and commitment to excellence. You are the first impression of our services, and your work ensures that clients feel confident and excited about partnering with us.
15 Steps
Send Welcome Email
Link Here
Review Account Details
Link Here
Request Scheduling via Email
Link Here
Hold a Video Meeting
Link Here
Organize Accounts Layout
Link Here
Set Up Balance Sheet
Link Here
Connect Technology Tools
Link Here
Import Data
Link Here
Reconcile Accounts
Link Here
Set Up Rules and Recurring
Link Here
Create Custom Reports
Link Here
Upload Needed Documents
Link Here
Fill Out the Onboarding Form
Link Here
Transition to Bookkeeping Team
Link Here
Send Completion Email
Link Here