Welcome to our informative guide on the New accounting client checklist. As a professional in the field of accounting, it is crucial to establish a systematic approach when onboarding new clients. In this article, we will provide you with an in-depth checklist to ensure a smooth transition and efficient handling of your clients’ accounting needs.
1. Client Information Gathering
Prior to commencing any accounting tasks, it is imperative to gather all the necessary information about your new client. This includes their legal name, business structure, tax ID numbers, contact information, and any associated documents such as previous tax returns … Read More