Ready-to-use agendas for recurring client meetings. Copy into your calendar invite or Client Portal message before each meeting.
New Client Onboarding Meeting
Use for: First meeting with a new or prospective client
Duration: 60–90 minutes
Agenda:
- Welcome and introductions (5 min)
- Overview of Allaccountsconsulting — our approach and services (10 min)
- Client's business overview — what do they do, how long in business, current challenges? (15 min)
- Review of current accounting/tax situation (10 min)
- Who has handled accounting/taxes previously?
- Any IRS or state notices outstanding?
- Current software (QBO, spreadsheets, nothing)?
- Scope of services discussion — what they need vs. what we offer (15 min)
- Fee discussion and engagement process (10 min)
- Next steps and document request list (10 min)
Follow-up: Send engagement letter + document request via the Client Portal within 24 hours.
Monthly Bookkeeping Review Meeting
Use for: Monthly close review calls with bookkeeping clients
Duration: 30–45 minutes
Pre-Meeting: Books closed and reviewed by Sandra. P&L and Balance Sheet pulled from QBO.
Agenda: