Starting a New accounting client checklist engagement in the accounting world requires a comprehensive checklist to ensure all necessary steps are taken to provide top-tier services. This guide will outline key considerations and actions to be implemented when onboarding a new accounting client.
Gather Essential Client Information
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- Obtain full legal name and business structure of the client, including the incorporation documents, if applicable.
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- Collect tax identification numbers, such as the Social Security Number or Employer Identification Number.
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- Request copies of previous financial statements and tax returns for analysis and comparison purposes.
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- Retrieve banking information, including bank statements, to assist with