# Client Onboarding Guide

1. Schedule the kickoff conversation.
2. Confirm the service scope and monthly workflow.
3. Provide accounting software access.
4. Share bank, credit card, loan, payroll, and job documents securely.
5. Identify active projects and reporting needs.
6. Review the first cleanup or monthly close plan.
7. Confirm communication cadence and deadlines.

Spanish-language documents and language assistance are available whenever possible. Steel Beam does not advertise as a fully bilingual office.