CPA Firm Onboarding Checklist

To help prepare for a smooth transition!
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Firm Information

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Primary Point of Contact for Integration and Recurring
 

Preferred Chart of Accounts
 

Firm Logo

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Location Information

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DBA Name

Legal Name

Location Address

Location Open Date

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Access Information

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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)

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Accounting Processes

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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)

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Tips & Tricks

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Setting up Third Party Credentials
 

G-Voice Access Email Setup