Is onboarding your virtual bookkeeping clients stressing you out?

Are you wasting time and feeling like there's got to be a better way?

I know how you feel. I used to struggle to bring clients on. I tried to keep track of everything using sticky notes (yikes!). The emails back and forth with clients were overwhelming. I didn't know what I was doing and clients were unhappy and confused.

How would a checklist for streamlining your onboarding process help you?

  • How much time would you save?

  • How much stress could be eliminated?

  • You don't have to wonder, "did I forget anything?" while onboarding clients. You'll know you have it covered!

What makes the Client Oboarding Checklist
stand out?

You can ditch the sticky notes, handwritten to-do lists, and endless emails back and forth with clients trying to get what you need. Instead, you can follow along with my Client Onboarding Checklist to see what you need to do in every step of the way, without the stress.

This resource includes:

  • My client onboarding checklist listing each step for onboarding virtual bookkeeping clients.

  • You'll also get client bookkeeping essentials including:

  • My client onboarding workflow diagram.

  • A list of recommended client onboarding apps.

  • A list of documents to request from your client.

  • As a BONUS you'll get:

  • A basic bookkeeping services engagement letter template.

  • A Client Kick-off meeting agenda so you know exactly what to say to your new client.

Meet Veronica

Hi, My name is Veronica Wasek, an entrepreneur, accountant, mentor, and educator. I am a Certified Public Accountant, Advanced QuickBooks Online ProAdvisor, and the Founder of Mavency, a successful virtual accounting and bookkeeping business. I am also the founder of 5 Minute Bookkeeping. I've been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer.

But before all that, I was struggling to succeed in my accounting business, after a the middle of a recession. Yes, it was stressful but I knew I had to find systems and better ways of working to optimize my time while creating huge value for my clients. Now, I'm sharing those systems with you, so you can cut out years of trial and error and make a giant leap forward in your business.

My goal is to help bookkeepers and accountants become confident business owners and professionals. As much as I love accounting and bookkeeping, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving practice without the guesswork.
Veronica Wasek

Top FAQs:

  • How long do I have access to this resource?

    After purchasing, you have unlimited access to this checklist for as long as you like.

  • Each of my client's services are a little different from each other. How can I use this Client Onboarding Checklist to address specific needs of my various virtual bookkeeping clients?

    The checklist is absolutely customizable to each individual client onboarding experience. Just take out the parts you don't need, and add your own custom items as needed. Once you purchase, it's yours to refine for your own clients and specific service offerings.

  • Do you offer a money-back guarantee?

    Due to the massive value and resources provided in this course, we do not provide a money-back guarantee. If you are unsatisfied with this course, contact us in the first 30 days and we will discuss your specific circumstances and agree upon a mutually beneficial resolution.

  • Is this checklist included in other 5MB Academy courses?

    Yes, the checklist and resources are included in The Virtual Bookkeeper's Roadmap program.