Client Welcome Guide as PowerPoint/Slides Files
Clients are more engaged and compliant if expectations of their responsibilities are clear, workflows are pre-set for them, Tax Agency best practices are established, and they understand the basics of bulletproof bookkeeping.
If you don't take the time to provide this information, clients are not confident in collaborating with you. They don't know how to communicate with you, or supply information, and they don't know due dates. They lack confidence in the tech and they are unsure how to reach out for support...
A Client Guidebook creates clarity and empowers your clients so that they feel confident about what's getting done and their role in the process. It also positions your firm as the expert in this field.
It can be a lot of work to put together a comprehensive Client Guidebook from scratch.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates create the conditions for a harmonious and efficient relationship with your new client.
What You Get:
• Long version (has a glossary, cloud accounting explanation and sample client workflow) Guidebook template. Short version is more succinct. Supplied as in horizontal and vertical layouts, in PowerPoint (PPT) and Google Slides (GSlide) versions.
• Folder with instructions, app partner logos and app flowchart images.
Here is what the branded, short version for my bookkeeping business looks like.
And here is a (not very professional) video of the templates you will receive. The templates were revised in July 2024, since this video. But you get an idea of what you will receive :-}
Clients are more engaged and compliant if expectations of their responsibilities are clear, workflows are pre-set for them, Tax Agency best practices are established, and they understand the basics of bulletproof bookkeeping.
If you don't take the time to provide this information, clients are not confident in collaborating with you. They don't know how to communicate with you, or supply information, and they don't know due dates. They lack confidence in the tech and they are unsure how to reach out for support...
A Client Guidebook creates clarity and empowers your clients so that they feel confident about what's getting done and their role in the process. It also positions your firm as the expert in this field.
It can be a lot of work to put together a comprehensive Client Guidebook from scratch.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates create the conditions for a harmonious and efficient relationship with your new client.
What You Get:
• Long version (has a glossary, cloud accounting explanation and sample client workflow) Guidebook template. Short version is more succinct. Supplied as in horizontal and vertical layouts, in PowerPoint (PPT) and Google Slides (GSlide) versions.
• Folder with instructions, app partner logos and app flowchart images.
Here is what the branded, short version for my bookkeeping business looks like.
And here is a (not very professional) video of the templates you will receive. The templates were revised in July 2024, since this video. But you get an idea of what you will receive :-}
Clients are more engaged and compliant if expectations of their responsibilities are clear, workflows are pre-set for them, Tax Agency best practices are established, and they understand the basics of bulletproof bookkeeping.
If you don't take the time to provide this information, clients are not confident in collaborating with you. They don't know how to communicate with you, or supply information, and they don't know due dates. They lack confidence in the tech and they are unsure how to reach out for support...
A Client Guidebook creates clarity and empowers your clients so that they feel confident about what's getting done and their role in the process. It also positions your firm as the expert in this field.
It can be a lot of work to put together a comprehensive Client Guidebook from scratch.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates create the conditions for a harmonious and efficient relationship with your new client.
What You Get:
• Long version (has a glossary, cloud accounting explanation and sample client workflow) Guidebook template. Short version is more succinct. Supplied as in horizontal and vertical layouts, in PowerPoint (PPT) and Google Slides (GSlide) versions.
• Folder with instructions, app partner logos and app flowchart images.
Here is what the branded, short version for my bookkeeping business looks like.
And here is a (not very professional) video of the templates you will receive. The templates were revised in July 2024, since this video. But you get an idea of what you will receive :-}
About What's Included
Creating a branded guidebook will make your business look more professional, set expectations for your new client relationship, and open the door for great communication.
This is a very comprehensive guide so you may want to make a copy and take out some slides for a pared down version.
1-Guidebook template in horizontal and vertical layouts, in PowerPoint (PPT) and Google Slides (GSlide) versions.
These templates are easily customizable to fit your company's branding, processes, and culture. Available in PowerPoint and Google Slide versions, your guidebook can be downloaded as a a PDF or eBook, adding a professional touch and setting the new relationship off on the right foot.
2-Folder with app partner logos and app flowchart images
Improve the overall look and feel of your company's Client Guidebook with app partner logos and app flowchart images. This will add visual appeal, professionalism, and clarity to the reading experience.
What the Guidebook Covers:
12 Rules of 5 Star Bookkeeping
What is Cloud Accounting
Commonly Used Accounting Terms
The Importance of Reports, what they mean to a business (P&L, BS & CF)
Client Engagement and Best Practices, including timelines and their collaboration role
Bookkeeping Best Practices, including tax consequences of expenses-tips, petty cash
Sample Client Workflow & Checklist
How to Collaborate, Communicate & Share Effectively - set your expectations & state your boundaries
QBO,Dext & Plooto Tutorials - video links to common issues
Your Peace Of Mind Policies & Best Practices
A Sample Professional Bookkeeping Engagement