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



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4900 O’Hear Avenue

Suite 100, PMB 125
North Charleston, SC 29405  


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