When onboarding a new accounting client, you want them to feel welcome, well-informed, and ready to get the ball rolling. A well-written welcome guide can help you ensure your new client has everything they need to get started. Here are some of the things that we think your welcome kit should include!

A Personal Message

Your clients want to know that they matter to you beyond just numbers. Writing a personal welcome message to include in each welcome package will help you make a good impression. Take this space to reintroduce your brand, business, and values. You can also reiterate how much you value the opportunity to work with them. 

Passwords & Tech Need-to-Knows

In order to fully assimilate into their place with your firm, new clients need to have all the information they need to access important tech tools. Make sure to include any passwords or tech step-by-steps your clients might need, such as how to access their client portal. 

Scope of Work 

Though your engagement letter will cover the timeline and scope of work, your welcome kit should also briefly cover this. Remind your clients of these important details. This is a good place to highlight any important dates so your client can quickly refer back to the document when needed. 

Contact Information & Communication Preferences

One of the most frustrating roadblocks a new client can encounter is not knowing when or how to contact you. Your welcome guide should clearly outline how and where they can contact you. You should also make it clear when you will not be available, which will help you manage your clients’ expectations and avoid frustration down the line. 

FAQs

A general FAQs section is also a good way to answer any lingering questions your clients might have. This might include process questions, like where they can find updates and how they can change their payment information. 

Your welcome guide is an essential document for a successful onboarding experience, providing key information and setting the tone for your working relationship. Some other things you might want to keep in mind as you are creating your welcome kit are the visual appeal and branding. Your clients shouldn’t struggle to locate any information. The document must be easy to read and navigate — and it should incorporate branding elements like logos and brand colors throughout. This will help your clients familiarize themselves with your business. 

In terms of visuals, you may also consider things like the immersiveness of your welcome kit. If it is a digital guide, you can use links and videos to make the experience interactive and keep your clients engaged. 

Need some more help with onboarding new clients? Check out our other blog for a more detailed onboarding guide!