Bookkeeping Onboarding Templates to Make Your Life Easier

In this episode of The Bookkeepers' Voice, we wrap up our 'EOFY Throwback Series' which was put together so you can be organised in the lead up to EOFY!

Last week was all about optimisation and how you can automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches..

In this final #throwback episode of our EOFY series, we share 4 types of bookkeeping onboarding templates, why each are so important, where they fit into the process and how they are going to make your life so much easier this EOFY season! From email templates to proposals, to onboarding templates and authority templates – we've covered them all!

If you've ever had any questions about what kinds of templates other bookkeepers use – this is the episode for you!

Key takeaway: “When you have templates and a good system, your Onboarding Process is going to be effortless!"

Useful links:

Email Templates:

• New Client On-boarding (Company)
• New Client On-boarding (Sole Trader)
• Accountant Introduction Reminder
• Receipt Bank Login
• Monthly Client Reminders
• Review Request Email Template Series

Proposal Templates:

• Bookkeeping Proposal for New Clients v1.0
• Bookkeeping Proposal v2.0 with Engagement Letter + Terms & Conditions

Onboarding Templates:

• New Client Bookkeeping Getting Started Guide
• Onboarding Workflow Infographic
• New Client Form

Authority Templates:

• SuperStream Authority
• BAS Provider (BASP) Authority
• STP 12 Month Enduring Authority

Other things mentioned:

• Episode #89 From Traditional to Extraordinary with Sharon Crombie from MicroChilli
• PandaDoc

See omnystudio.com/listener for privacy information.