What people keep running into with client onboarding
Complaints tagged client onboarding, each raised by more than one person. One-off posts are not included.
6 recurring problems · 84 people · 20 forums we read
Raised more than once
Most people first.
- 31How to figure out how much to charge for freelance workTransitioning from a full-time salary to a freelance rate is difficult because standard pricing formulas do not account for unbilled time spent on marketing, chasing payments, and managing tax bureaucracy. This leaves new freelancers guessing their rates and feeling guilty on days with only a few billable hours.
- 29Vendor tech support takes months to respond to ticketsVendor technical support teams often leave tickets sitting unanswered for weeks or months, even for straightforward questions that require simple answers. This leaves IT professionals stuck waiting helplessly and unable to resolve critical system issues like DLP policies in Purview.
- 12How do you keep track of clients, projects, deadlines, and follow-ups?Running a small business often leads to details slipping through the cracks, specifically during the handoff phase rather than with raw data. This lack of a seamless transition makes it difficult to reliably manage clients, projects, deadlines, follow-ups, and payments without losing track.
- 5Taking over bookkeeping with no records or account loginsStepping into an 11-year-old business with no prior internal bookkeeping records and missing account credentials leaves new bookkeepers overwhelmed and unable to access past files. Without direct access or an established history, rebuilding the books from scratch requires piecing together data from limited reports and tracking down essential supporting documents.
- 4Why does it take so long to connect external work apps?Professionals trying to save administrative time by pushing data into Salesforce or Outlook are often blocked by IT departments that take months of back-and-forth because they don't know their own policies. Before connecting anything, workers also have to figure out how to handle client privacy by adding consent forms to onboarding or engagement letters.
- 3How do I fix a prior year accounting error?Discovering a major past error like a miscoded vendor or a missed prepaid expense leaves you figuring out how to adjust retained earnings on the books while handling the resulting tax return complications. Because prior period adjustments are rare compared to standard prospective estimates, fixing them often exposes internal control weaknesses right when you are trying to close the year.
Comes up alongside
Topics that keep appearing on the same problems — not topics with similar names.