Welcome to Your JBb Client Onboarding Hub

This private blog is your step-by-step guide to getting fully set up with Jeff Byrd Bookkeeping. Each post walks you through one simple task to complete as part of your onboarding.

Move through the list at your own pace—but the sooner we get this wrapped up, the sooner your books will be in top shape.

Onboarding Checklist

Review & Sign Engagement Letter

Grant Read-Only Access to Bank Accounts

Connect Your Accounting Software

Set Up Receipt Forwarding

Upload Key Documents

Grant Access to Payroll or Invoicing Systems

Complete Your Business Info Form