New Client Onboarding with Quickbooks Online and Dext Set-up

New client onboarding at Langdon & Co. is the systematic process a bookkeeper undertakes to integrate a new client into our services. It's the initial phase of the client-bookkeeper relationship and is crucial for setting expectations, gathering necessary information, establishing workflows, and ensuring a smooth and successful long-term partnership. 

Think of it as welcoming a new member to a team – you need to introduce them to how things work, get them set up with the right tools, and ensure everyone is on the same page. 

Key Goals of New Client Onboarding:

• Gather Essential Information: Collect all the necessary details about your business, financial history, and bookkeeping needs.  
• Set Clear Expectations: Define the scope of services, responsibilities of both parties, communication protocols, and timelines.
• Establish Systems and Processes: Set you up with Quickbooks Online and Dext (our bookkeeping software), establish data sharing methods, and define workflows for transaction processing and reporting.
• Build Rapport and Trust: Create a positive first impression and build a strong foundation for a collaborative relationship.
• Ensure a Smooth Transition: Make the process as easy and efficient as possible for you and your business.