New Accounting Client Checklist

As an expert in the field of New accounting client checklist, it’s crucial to have a systematic approach when a new client comes on board. This checklist will guide you through the necessary steps to ensure a smooth transition and establish a strong foundation for your client relationship.

Gathering Client Information

Before diving into the nitty-gritty of the client’s financials, it is imperative to gather all the relevant information. Start by obtaining the client’s legal business name, entity type, tax identification number, and contact details. Additionally, collect their financial statements, tax returns, and any other relevant documents. This preparatory … Read More