Bookkeeping Onboarding Checklist

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.

Banking Information

Business bank accounts
Credit card accounts
Online access information

Sales & Revenue records

Sales reports
Invoices
Deposit summaries

Expense Documentation

Vendor invoices
Receipts
Payment records

Payroll Information

Payroll reports
Employee records
Remittance information

GST/HST Records

Prior filings
Remittance information
Account details

Existing Accounting Records

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

Need Help Getting Organized?

Book a Consultation

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.