Efficient bookkeeping is the backbone of any successful business, ensuring financial records are accurate, organized, and compliant. A Bookkeeping Client Onboarding Checklist is an indispensable tool for both bookkeepers and their clients. It streamlines the process of bringing a new client on board, ensuring that all necessary information and documents are collected and that both parties are aligned in terms of expectations. Below are some key items that should be included in this checklist: