For accounting & bookkeeping firms
Your client onboarding shouldn't live in one person's head.
A done-for-you, decision-tree-driven onboarding system your whole team can run — so every new client gets the same polished start, and your process survives staff turnover.
The problem
Right now, onboarding probably looks like this
Scattered email requests. A half-remembered checklist. And total dependence on whoever “knows how we do it.” When they're busy — or gone — clients fall through the cracks.
It lives in one person's head
When your senior bookkeeper is out — or leaves — the process walks out with them. That's real client risk.
Everyone does it differently
Five team members, five versions of onboarding. Clients notice the inconsistency in their first 30 days.
Steps get missed
Documents not collected, software not set up, engagement letters chased late. Rework, delays, and a shaky first impression.
You can't hand it off
Delegating to junior or offshore staff feels risky without a documented process they can actually follow.
The system
Not a generic checklist. A branching system built for accounting.
Real onboarding isn't linear — it branches by entity type, service tier, and software stack. This system is built the way your work actually flows, with decision trees that route every client down the right path.
- ✓A complete client onboarding SOP your team follows step by step
- ✓Decision trees for entity type, service tier & software stack
- ✓Ready-to-send client intake form & document request checklist
- ✓A full email & communication template library
- ✓A week-by-week first-30-days plan
- ✓Roles & responsibilities matrix, plus a quality sign-off checklist
- ✓A delegation guide for training junior & offshore staff
- ✓One-click import into PathPilot to make it a living workflow
System map
Intake form
Decision tree
30-day plan
Free starter
Get the free Client Onboarding Starter
The intake form, the document request checklist, and one sample decision tree — enough to fix the worst gaps this week. Enter your email and we'll send it straight over.
No spam. Unsubscribe any time. You'll also get occasional firm-operations tips.
The upgrade
Static documents go stale. Living workflows don't.
A PDF is out of date the moment your process changes. Import this system into PathPilot and your onboarding becomes an interactive, trackable workflow your team runs in real time — updated once, followed by everyone.
Start your free PathPilot trial →Build visually, branch with logic
The same decision trees — now interactive
Track every client's progress
See exactly where each onboarding stands
Update once, everyone follows
No more chasing the latest version of a doc
Delegate with confidence
Junior & offshore staff follow the same path
Get the full system
Start free. Upgrade when you're ready.
Begin with the free starter. When you want the complete system — every SOP, every decision tree, the full template library — pick the tier that fits your firm.
Free Starter
Fix the worst gaps this week.
- ✓Client intake form
- ✓Document request checklist
- ✓One sample decision tree
- ✓Onboarding self-assessment
Complete System
The full done-for-you onboarding system.
- ✓Everything in Free, plus
- ✓Full onboarding SOP (~30 pages)
- ✓All decision trees + email library
- ✓30-day plan & delegation guide
- ✓PathPilot import file
- ✓Google Doc, DOCX & PDF
Also available on Gumroad
Questions
Good to know
Growing accounting, bookkeeping, tax and fractional-CFO firms — roughly 5 to 50 staff. It's built for firms with a team to coordinate, not solo practitioners.
Onboard every client the same way.
Start with the free checklist. Fix the gaps this week, and see what onboarding feels like when it isn't held together by one person's memory.
Get the free checklist →