BKE Client Onboarding Process

🎯 1. Objectives of Onboarding

• Establish all systems, processes, and workflows needed to deliver recurring bookkeeping services.
• Collect and test all logins, document access, and integrations.
• Gather documents required for catch-up/clean-up work (if applicable).
• Build client profile and workflow in Insight (BKE’s internal platform).
• Ensure client understands their role in providing timely data (logins, documents, monthly submissions).
• Walk the client through the Insight portal so they know how to provide documents and communicate with BKE.

👤 2. Client Responsibilities

What BKE needs from the client before bookkeeping can begin:

1. Validate Account Inventory: Review the list of business accounts/platform tools gathered during the sales process, including:
   • Revenue sources (Point of Sales or Invoicing systems, Merchant Service Providers).
   • Payroll provider.
   • Bank accounts.
   • Credit cards.
   • Loans and/or amortization schedules.
2. Access Setup: Provide login credentials for each account (preferred), or confirm if documents will be submitted manually (least preferred).
3. Recurring Document Submission: Agree on the method and timeline for providing monthly documents and data.
4. Catch-Up/Clean-Up (if applicable): Provide access to all historic statements, payroll reports, or other records needed to bring books current.
5. Insight Client Portal: Complete a walkthrough with BKE to understand how to:
   • Upload required documents.
   • Provide logins securely.
   • Communicate with the bookkeeping team.
   • Book appointments with your team.

🛠️ 3. BKE Responsibilities

1. Create the client profile in Insight and invite the client to begin their setup
   • Add all client information (entity name, client contact info).
   • Set up tasks for the client to establish all business logins and credentials needed for the BKE team.
   • Configure required document folders.
   • Define internal workflow steps for recurring work.
2. Establish recurring processes
   • Confirm document collection method (preferred: automated via direct login by BKE; fallback: manual upload).
   • Define schedule for monthly document gathering (e.g., 5th of each month).
3. Validate system access
   • Test all logins (bank, credit card, payroll, POS, etc.).
   • Confirm integrations or confirm secure manual processes if integrations are unavailable.

✅ 4. Onboarding Completed: Pass to BKE Senior Accountant for First Month Deliverables to include

• Process catch-up/clean-up work as needed.
• Complete the first month of regular bookkeeping using agreed processes.
• Deliver first financial package for client review.
• Validate workflow timing and accuracy for ongoing work.