Write a client onboarding questionnaire for bookkeeping

Create a plain-language onboarding questionnaire for new bookkeeping clients, plus a welcome email and an internal setup checklist.

The prompt

Act as a bookkeeping firm owner. Create an onboarding questionnaire for a new monthly bookkeeping client.

Services I offer: [e.g. monthly reconciliation, payroll, sales tax, AP/AR]
Client types I usually serve: [DETAILS]
Software I work in: [DETAILS]

Give me: 1) a questionnaire grouped into sections (business basics, accounts and access, revenue and expenses, payroll, sales tax, prior accountant, communication preferences), 2) a note on which access to request as a user invite rather than shared passwords, 3) a short welcome email that sends the questionnaire, and 4) a checklist I complete internally after the client answers. Keep questions in plain language a non-accountant understands.

Replace every [BRACKETED] part with your own details before sending.

How to use it

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