CPA Firm Onboarding Checklist

To help prepare for a smooth transition!

Firm Information

Primary Point of Contact for Integration and Recurring
 

Preferred Chart of Accounts
 

Firm Logo

Location Information

DBA Name

Legal Name

Location Address

Location Open Date

Access Information

QBO Access

Bank Login Information

Loan Login Information (If applicable)

POS Login Information (If applicable)

Payroll Login Information (If applicable)

Sales Tax Login Information (If applicable)

Accounting Processes

Revenue Allocation Procedures/Workpapers (If applicable)
 

Royalty Allocation Procedures/Workpapers (If applicable)
 

Payroll Allocation Procedures/Workpapers (If applicable)
 

Prior Month Workpapers per location (2 months)

Tips & Tricks

Setting up Third Party Credentials
 

G-Voice Access Email Setup

Solutions

Resources

About Us

Testimonials

Podcast

Blog

800.571.6119

  • White Facebook Icon
  • White LinkedIn Icon
  • White Twitter Icon
  • White Instagram Icon
  • White YouTube Icon

804 Meeting Street Charleston, SC 29403 | 800.571.6119

Copyright 2018 Ceterus  All Rights Reserved