Bookkeeping Onboarding Checklist

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A bookkeeping engagement starts more smoothly when access, records, and reporting expectations are clear from the beginning. The ACCPAS Bookkeeping Onboarding Checklist helps businesses prepare the information needed to set up or transition bookkeeping support with less confusion.

What’s Included in the Checklist

The ACCPAS Corporate Bookkeeping Checklist help you gather and organize the key documents before your consultation.

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Banking Information

  • Business bank accounts
  • Credit card accounts
  • Online access information
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Sales & Revenue records

  • Sales reports
  • Invoices
  • Deposit summaries
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Expense Documentation

  • Vendor invoices
  • Receipts
  • Payment records
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Payroll Information

  • Payroll reports
  • Employee records
  • Remittance information
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GST/HST Records

  • Prior filings
  • Remittance information
  • Account details
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Existing Accounting Records

  • Prior-year financial statements
  • Supporting schedules and reports
  • Open items and adjustments

Need Help Getting Organized?

 
If your records need cleanup, bookkeeping has fallen behind, or you are starting to bookkeep for the first time, ACCPAS Professional Corporation can help organize your records and establish practical reporting processes.

Schedule a Bookkeeping Consultation