---
title: The Bookkeeper's Onboarding Workflow Guide + Template
description: Learn a step-by-step workflow for onboarding new bookkeeping clients to save time and reduce frustration.
---

##### Free Workflow Guide + Template For UK Accountants

# Learn how to systematically onboard your new clients (without missing a step)

![Gabrielle-USA-onboarding-guide](https://www.usepixie.com/hs-fs/hubfs/Gabrielle-USA-onboarding-guide.png?width=345&height=414&name=Gabrielle-USA-onboarding-guide.png)

##### Get a guide

## Do you want to learn a step-by-step workflow for onboarding new bookkeeping clients to save time and reduce frustration?

In this brand-new workflow guide, you'll discover:

- A high-level flowchart showing the **6 key stages** of the onboarding workflow
- **4 do's and 3 don'ts** of streamlined client onboarding
- A flexible onboarding workflow template with **email templates and checklists** that has been built to work in Pixie
- A **real world case study** of how one firm streamlined their onboarding process and scaled up their firm (without hiring more staff)

 

## What's inside?

![Group 7-1](https://www.usepixie.com/hs-fs/hubfs/Assets%20pixie/Images/Group%207-1.png?width=22&height=22&name=Group%207-1.png)

##### Birds-eye view

See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated

![Group 7-1](https://www.usepixie.com/hs-fs/hubfs/Assets%20pixie/Images/Group%207-1.png?width=22&height=22&name=Group%207-1.png)

##### Workflow template

Access a Pixie workflow template complete with checklists & done-for-you email templates (It's the same one I use in my firm!)

![Group 7-1](https://www.usepixie.com/hs-fs/hubfs/Assets%20pixie/Images/Group%207-1.png?width=22&height=22&name=Group%207-1.png)

##### Do´s and don´ts USA onboarding

Discover 4 do's and 3 don'ts when it comes to streamlining your onboarding process (I learnt these tips the hard way over the years!)

[ Get your copy ](https://www.usepixie.com/guides/onboarding-guide-usa#scrollup)

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