Financial Cents Logo

OBD'G - Onboarding File Review - Revised November 2024

Shared by Calmwaters Cloud Accounting
Kellie Parks
"It is critical that you review a prospect’s accounting file before you price or solidify your engagement. This File Review workflow gives you a step-by-step process for vetting a QBO. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize communication and tags."
This template includes
  • 12 tasks
  • 42 sub tasks
  • 7 client tasks
  • 3 sections
  • 3 assignee roles
use this template

After logging in, would you like to include the following from this template?

 Sign up