# Client Onboarding for Fractional CFOs

> AI drafts the engagement letter, generates a tailored document-request list for the client's Outsourced Finance profile, chases missing items across email and QuickBooks Online, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

- **Role:** [Fractional CFO](https://calish.com/workflows/for/fractional-cfo/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Outsourced Finance](https://calish.com/workflows/specialty/outsourced-finance/)
- **Action:** Client Onboarding
- **Canonical URL:** https://calish.com/workflows/client-onboarding-for-fractional-cfo/

## The Problem

Onboarding a new Outsourced Finance client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build

AI drafts the engagement letter, generates a tailored document-request list for the client's Outsourced Finance profile, chases missing items across email and QuickBooks Online, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Tools & Integrations

- QuickBooks Online
- NetSuite
- Fathom
- Email

## How It Works

1. **Discovery call.** We map your current client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [QuickBooks Online](https://calish.com/workflows/with/client-onboarding-for-fractional-cfo-with-quickbooks-online/) — Client Onboarding built natively in QuickBooks Online
- [NetSuite](https://calish.com/workflows/with/client-onboarding-for-fractional-cfo-with-netsuite/) — Client Onboarding built natively in NetSuite
- [Fathom](https://calish.com/workflows/with/client-onboarding-for-fractional-cfo-with-fathom/) — Client Onboarding built natively in Fathom

## Related Workflows

- [13-Week Cash Flow Forecast for Fractional CFOs](https://calish.com/workflows/13-week-cash-flow-forecast-for-fractional-cfo/)
- [Operating KPI Dashboard for Fractional CFOs](https://calish.com/workflows/operating-kpi-dashboard-for-fractional-cfo/)
- [Management Reporting Package for Fractional CFOs](https://calish.com/workflows/management-reporting-package-for-fractional-cfo/)
- [Tax Notice & Agency Correspondence for Fractional CFOs](https://calish.com/workflows/tax-notice-and-agency-correspondence-for-fractional-cfo/)
- [Ledger Reconstruction for Investigations for Fractional CFOs](https://calish.com/workflows/ledger-reconstruction-for-investigations-for-fractional-cfo/)
- [Financial Due Diligence Prep for Fractional CFOs](https://calish.com/workflows/financial-due-diligence-prep-for-fractional-cfo/)

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