My onboarding process — especially for cleanups — is extensive. Apparently, that’s unusual.

My onboarding process — especially for cleanups — is extensive.

Apparently, that’s unusual.

👉🏾 But when you work with neurodivergent clients, it makes sense.

- Clear emails (with reminders) ease that stomach-dropping moment of “did I forget something?”
- Checklists let me slow down with clients who need more time without losing track myself.

A slower pace creates space to address issues, instead of pressure to hurry.
I’ve actually obsessed over my onboarding experience — because I want it to feel like what it leads to: a calming transition into calmer bookkeeping.

When prepping for a new bookkeeping catchup, instead of relying only on my generic checklist, I adjust it into a spreadsheet of specifics to ask on the onboarding call.

Why?
Because it’s not fair to expect clients to remember every moving part on their own. They’re not professionals in this space — they may not realize that one “small” piece of information can change everything. I know from being on the other side: it feels unsettling, like you’re forgetting something important without even knowing it.

Walking clients through what’s needed helps them succeed. And often, it uncovers things they didn’t even know they should share.

👉🏾 For neurodivergent clients especially, intentional onboarding isn’t a “nice to have.” It’s real support.