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Welcome Packet Template

The document is a welcome packet from Balanced Bookkeeping Services welcoming a new client. It provides an overview of the bookkeeping services being offered, instructions on completing forms to provide client information and documents needed to begin services, as well as policies on confidentiality, billing, payments and contact information. The packet includes forms for client information, document checklist and scheduling policies to help the client take full advantage of the bookkeeping services.

Uploaded by

Shierra Mantes
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
862 views4 pages

Welcome Packet Template

The document is a welcome packet from Balanced Bookkeeping Services welcoming a new client. It provides an overview of the bookkeeping services being offered, instructions on completing forms to provide client information and documents needed to begin services, as well as policies on confidentiality, billing, payments and contact information. The packet includes forms for client information, document checklist and scheduling policies to help the client take full advantage of the bookkeeping services.

Uploaded by

Shierra Mantes
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Dear (Client),

Thank you for choosing Balanced Bookkeeping Services for your bookkeeping needs.

We are committed to providing you with the best possible service, and to making our
working relationship a success.

The information and forms included in this Welcome Packet will help you make the most of
our services:

 Policies & Procedures


 Client Information & Contact Form
 Client Document Checklist
 Instructions to add Balanced Bookkeeping Services as “Accountant User” on (Client-
Specific accounting software)

Be sure to complete the forms in this packet and return it as soon as possible so services
can begin.

Please don’t hesitate to contact us with any questions you may have.

Sincerely,

______________
Balanced Bookkeeping Services
Policies & Procedures

Contact

Phone:
Email:
Website:

Calls and emails will be returned within 24 hours during normal business hours.

Hours of Operation

Monday through Thursday - 9am to 2pm (PST)


Closed on all major U.S. Holidays.

Scheduling

Scheduling in advance will allow us to reserve time for you. One week is preferred, but a few
days is helpful. Scheduling is available at https://calendly.com/ , via email, or via phone.

Confidentiality

Balanced Bookkeeping Services adheres to a strict code of confidentiality. Rest assured your
information will never be shared with a third party.

Expedited Services

Projects that have an unusually quick turnaround or that require work outside our normal
business hours (on weekends or holidays) are subject to an additional fee.

Billing

Billing occurs on the 1st and the 15th of the month for hourly clients and on the 1st of the month
before services are performed for value package clients. Invoices are due on receipt. A $25.00
late fee will be applied to any invoice that is 5 days late.

Payments

Payments can be made via


Client Information Form
Client Name:

D.B.A. (Doing Business As):

Type of Business:

Business Address:

Billing Address:

Business Phone:

Email Address:

Website:

Business Hours:

Additional Contacts
Name Email Address Phone Number
Client Document Checklist

Read-Only Access to Bank and Credit Card Accounts *if applicable

Access to Accounting Software – IT Professional Contact Information

Access to Existing Cloud Based Document Storage *if applicable

Listing of Insurance Carriers for All Locations (ex. Health Insurance, Workers’ Compensation,

Rental or Property Insurance, Professional or General Liability Insurance)

Listing of Loan(s), Line(s) of Credit or Lease Agreements

Payroll Policies (ex. Employee Manual, PTO (Paid Time Off) Policies and Over-time Policies)

Retirement Plan or Profit Sharing Plan Documents

Listing of Federal and State Employer Tax ID Numbers for Each Company Requiring Payroll

EFTPS Login Information for Each Company Requiring Payroll

EDD e-Service for Business Login Information for Each Company Requiring Payroll

Copy of 2019 Quarter 1 Payroll Tax Return

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