Number Nerd Bookkeeping Solutions

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When it comes to your own business bookkeeping, you know exactly what to do. You’re a business owner, after all. And one that specializes in accounting and bookkeeping systems.

But when it comes to putting together a new workflow for clients, you’re stuck.

  • You have too many other projects in the air at once.
  • You struggle with onboarding new clients.
  • You can see the big picture, but have trouble outlining the steps you need to take.
  • You’re trying to grow, but client work is getting in the way of the back-end processes you need to have in place.

Every business needs systems and processes, especially when it comes to onboarding new clients. And clients who have a good first experience with you are more likely to stick around.

Let’s check out the options! If you don’t see what you’re looking for, get in touch

CONSULTING FOR BOOKKEEPERS & CPAS icon

CONSULTING FOR BOOKKEEPERS & CPAs

With customized, one-on-one consulting, we’ll get your systems and workflows out of your head and into implementation. When you bring on a new client, your systems will flow seamlessly from initial contact forward.

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WORKFLOW TEMPLATES

There’s an easier way to run your business. And Number Nerd Bookkeeping Solutions has your back with ready-made workflows, templates and emails that keep your projects flowing from beginning to end. Including questionnaires and onboarding roadmaps that start out every prospect and client interaction on the right foot.

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FREE CASE STUDY

Learn how Number Nerd Bookkeeping helped a recent client (a successful full-time CFO, who had always dreamed of opening his own bookkeeping firm) achieve his goals using Workflow Templates by saving time and overcoming common solopreneur challenges.

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