There’s an easier way to run your business.
- More efficient
- Enhanced client experience
- Less backtracking
- Better streamlining
- Fewer hours in front of the computer
- Happier you
But getting from where you are now to where you want to be seems impossible.
Number Nerd Bookkeeping Solutions has your back.
Ready-made workflows, templates and emails that keep your projects flowing from beginning to end.
Questionnaires and onboarding roadmaps that start out every prospect and client interaction on the right foot.
To-do lists that keep you on track and productive, even when your day gets hijacked by so-called emergencies.
Whether you’re just starting out in business or have been around the block a few times, you need to get your task lists out of your brain and into your project management system. Too many business owners today fly by the seat of their pants, using mental workflows that simply don’t get the job done because they get interrupted mid-task, forget a step or have to backtrack to check work they’ve already finished (or have they?).
Our template library was built just for you, the accounting and bookkeeping professional who is ready to get serious about managing their workload so they can scale their business and grow their bottom line. Each template is tried and tested many times over by our team and clients, so you know that no step has been left to chance.
You’ll be able to:
- Map out your client processes from start to finish
- Follow up with leads and contacts with the click of a button
- Create a streamlined system that you can use again and again
- Have everything you need to uplevel your business (or get it off the ground)
- Save loads of time because everything is already prepped for you
- Stop forgetting necessary steps in your client process (because it’s all written down for you)
- Automate your workflows and emails using your client management system of choice
- Rest easy at night, knowing that all your business tasks are taken care of (because you have them all written down and checked off your to-do list)
Number Nerd Bookkeeping Solutions workflow templates have given order to my business, allowing me to streamline my workflow and add a new team member with ease. The workflow templates have given my business a process to follow and helped us to keep all client balls in the air without the fear of one dropping. The admin templates gives us our time back with a simple process for onboarding new clients and following up once the project is complete. I highly recommend Heather and Number Nerd workflows.” – Michelle Mitchell of Mitchell Consulting, Owner
Visit our template shop to find out more and see all the organization we have for you. Not a number nerd? We have templates for all business owners, no matter what type of business you’re in!
Have questions? We have answers!
How many templates come in each of the packages?
Some of the packages include one template while others are bundled together, giving you more bang for your buck and more documents you can put to use in your business right away. Be sure to read the descriptions for each package to find out exactly what’s included.
How are the templates delivered?
Upon purchase, we’ll deliver the templates directly to your inbox, and you’ll download them in PDF format.
How will these templates help me and my business?
If you’ve spent any time at all working out of your inbox or calendar or searching for files, you’ve already spent too much time not growing your business and nurturing your clients. Having solid workflows and email templates in place will save you valuable time, streamline your entire business and allow you time to grow your business and make more money (or take a little time to yourself, if you so desire).
Do I have to use the templates as-is?
Absolutely not. After all, we know you may not want to send another bookkeeping company’s branding to your clients. We’ve truly designed all the workflows, checklists and emails to be customized by you because we also know that not every accounting and bookkeeping business runs exactly the same as the next. Many of the PDFs are fillable so you can add your company name and the names of your clients. But we also encourage you to recreate the templates in your own client management and/or email systems so you can add and remove steps as needed. The templates are meant to give you a solid guide to get started.
What if I need some help customizing the workflows?
Our Chief Number Nerd, Heather, is our workflow wizard and she’s happy to work with you to customize any workflows, templates or emails. Simply grab a 3-hour block with her, download the PDF instructions and weblinks needed to complete the questionnaire, and set up your time.
I’m not a bookkeeper or an accountant. Is there anything here for me?
Absolutely! While we specialize in bookkeeping and accounting, we know two things for sure: Many new business owners take care of their own books and many tasks that bookkeepers do apply to all types of businesses. So we have workflows, email templates and task lists for your business too, all of which are designed to help you run more efficiently and save loads of time.
I found some free templates online. What makes these so special?
We’ve been using these workflows and templates for years, testing them out and tweaking them to meet the ever-growing needs of our clients. Heather created these templates in the first 30 days of Number Nerd Bookkeeping and has only gotten more efficient and detailed. (We think of her as our workflow wizard in addition to a big number nerd.) Not only that, but you can get on the phone or Zoom with Heather to talk about each of your workflows so they work with your business. The free templates surely don’t let you do that.
Have more questions? Shoot us an email!
Ready to get started? Go grab your templates today!