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Client onboarding checklist for bookkeepers & accountants

Chasing clients for statements and receipts is the unbillable half of bookkeeping. This checklist collects entity details, software access, bank statements and filing deadlines up front — and gives you a paper trail for every request.

1. Legal business name, entity type, tax ID
2. Main contact and preferred communication channel
3. Accounting software used (or none yet) + access
4. Bank account connections or statements (last 3 months)
5. List of income sources and expense categories
6. Payroll: employees or contractors, frequency
7. Sales tax obligations and registration
8. Outstanding invoices and bills
9. Prior year tax return
10. Receipts / documents workflow: how you'll send them
11. Fiscal year end date
12. Accountant or tax preparer contact (if separate)
13. Reporting needs: monthly P&L, balance sheet
14. Deadlines: VAT, payroll, annual filings
15. Engagement letter signed

Tips from the field

• Collect three months of bank statements before quoting a cleanup.
• Agree on a single channel for documents — not email attachments.
• List every filing deadline in the engagement letter.