The strively blog
Practical advice on winning and onboarding clients, for UK accountants, bookkeepers and payroll bureaux, written by accountant Rachel Harris.
Free to read, with no sign-up.
How to onboard a new accounting client: a step-by-step guide
Every step a UK practice needs to take a new client from first enquiry to the first piece of work, in the right order, with what to watch out for at each stage.
In short
- Screen the enquiry first, so you only spend time on clients who fit your practice.
- Get the engagement letter signed and AML checks done before any work starts.
- Collect information, professional clearance and HMRC authorisation in one go, rather than over weeks of emails.
All articles
Pick a book off the shelf!
Meet the author
Rachel Harris
Accountant and co-founder of strively · Founder of ACCOUNTANT_SHE
Rachel Harris is an accountant and the founder of ACCOUNTANT_SHE. With James Harris and Brad Mills, she co-founded strively after automating the first stage of the client journey at striveX, the founders' own accounting firm. She writes about the practical side of running a practice: taking on new clients, staying compliant and pricing work so it pays.
Follow Rachel on LinkedIn →
Want onboarding to run itself?
strively automates onboarding from the first enquiry to a signed engagement letter. See it in a 30-minute demo.
Book a demo