What does this skill do?

The Skill Accounting Client Onboarding process provides a professional, standardized roadmap for onboarding new clients at accounting firms and practices. Based on the client type, the services contracted, and the systems used, it produces a comprehensive timeline with checklists, communication templates, and an initial meeting script—all ready to be implemented, delegated, and reused with each new client.

Onboarding Schedule
Create a visual calendar organized by days and weeks, with specific actions for each stage of the onboarding process.
Document Checklist
Create a list, prioritized by urgency and type, of all the documentation needed to begin the relationship.
Welcome Email
Write a detailed email outlining the next steps, expectations, communication channel, and the first deadline.
Initial Meeting Agenda
It provides a structured 30-minute agenda to align expectations and ensure nothing is left undone.

Usage examples

🏢 Company transitioning from a consulting firm
Create an onboarding roadmap for an IT services company that is migrating from another consulting firm that handles accounting, taxes, and payroll for 6 employees using Holded and Google Drive.
👤 Self-employed individual forming an SL
Create an onboarding plan for a self-employed individual transitioning to a limited liability company (LLC), including accounting and tax advisory services through A3 Wolters Kluwer, with a 45-day deadline; the owner is the only member of the team.
📋 Office Manual
Generate a complete onboarding manual for my accounting firm, including a document checklist, a welcome email, and a script for an alignment call.
🤝 Delegate to an assistant
Create an onboarding roadmap that's so clear that my assistant can follow it without asking me any questions, including internal setup tasks.

Features

Phased Schedule A schedule organized into Day 1, Days 2–3, Week 1, and Weeks 2–4, with specific activities for each period.
Document Checklist Required documentation organized by urgency and type, prioritizing critical items for the first 72 hours.
Communication template ready to send A comprehensive welcome email outlining next steps, expectations, and the designated communication channel.
Alignment Meeting Agenda A 30-minute checklist of what to ask, what to clarify, and what not to leave unanswered during the first video call.
Internal Checklist That Can Be Delegated Internal operational tasks (registration, data migration, access configuration) that an assistant can perform without supervision.

Frequently asked questions

No. The skill works with Claude Code or Cowork without any additional integration. You just need to copy the prompt and fill in the client's information.
Yes. It is designed for self-employed individuals, companies transitioning from an accounting firm, the formation of limited liability companies (SLs), and any type of client served by an accounting firm.
Yes. The skill takes into account the systems you specify (Holded, A3, Sage, Google Drive, etc.) and adjusts the internal tasks accordingly.
It's one of its main uses. The internal checklist and meeting script are designed so that an assistant can carry out the entire process without relying on the owner.
Onboarding Accounting Clients — Structured Onboarding with Claude AI

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