S-Corp Onboarding

"This template is used to onboard new S-Corporation clients after the S-Corp election has been successfully filed. It includes tasks to ensure the client receives essential next-step instructions, guidance on payroll compliance, bookkeeping requirements, and annual filing obligations. The onboarding process also introduces the Foundation Bookkeeping Plan and provides options for DIY clients. This workflow includes: - Sending the “Welcome to S-Corp Status: What’s Next for Your Business” onboarding document - Confirming expected IRS response timeline (CP261 letter) - Discussing payroll setup and determining reasonable compensation - Reviewing tax filing deadlines and compliance requirements - Presenting Jigsaw & Associates’ bookkeeping service options or DIY tools - Encouraging future service engagement for payroll, strategy sessions, and OBM support"