Steps for overall setup
Part 1 – The First 2 Steps to Setting Up Your Client On Boarding Process in BillQuick
- Set up a client called, “Internal”
- Set up a project called, “Client On Boarding”
- Set up a Budget for On Boarding
- Assign the Budget to the project.
- Go to Case, Allocation and Forecasting.
- Under Tools, choose “From Case Budget.”
This is part one of a two part series.
Many accountants and bookkeepers report that they struggle with the on boarding process. How do you make sure it is really clear and easy for clients to get started with your firm? That’s the question.
I asked in our BillQuick Users Group on Facebook if anyone had played around with using BillQuick to manage internal, admin, or non-billable type projects, and the answer came quickly from someone who said, “I have over 50 Internal/Overhead projects set up in BQ.”
This gave me an idea. Set up a client in BillQuick called, “Internal.” You can come up with variations on the theme of the client name, I’m sure, but suffice it to say it is a client that represents the non-client related projects you may want to track, and even budget for. This would allow you to see what it is costing you to have people work on these things, rather than just having it all go to “Admin / non-billable” as a cost code.
There are many other internal projects that you can set up for project and workflow management purposes in BillQuick. As you can see above, one person reports that she has over 50 internal, or overhead type projects. If you are using BillQuick already, there is no need to go outside to another project management application. You can manage your projects and your workflow right from within