Welcome to the Business Workflow Template Shop.

Don’t miss a step in the payroll process, and be sure that you keep your client informed and in the loop. This bundle gives you both the workflow needed to…

As a bookkeeper or CPA, you may discover that new clients need additional services beyond what they originally hired you for. This checklist gives your potential new client an idea…

Having a detailed questionnaire for new leads lets you streamline your potential new client phone call to zero in on your prospects’ exact pain points. Geared toward bookkeepers and accountants,…

When a client retains your services for their payroll needs, you need a contract in place to detail the amount due for services, type of payroll system they will be…

When working with client ledgers, financial statements, bank and credit card information, you need a contract in place to detail out the period of service, services included and more.

When working with client ledgers, financial statements, bank and credit card information, you need a contract in place to detail out the period of service, services included and more.

Whether you’re onboarding a new client with Gusto or converting a current client to Gusto, this bundle will ensure you stay on track. This workflow was created specifically for clients…

Bring new payroll clients on board with ease, and without having to check back for more information again and again. This workflow was created specifically for clients with no prior…

Stay on top of new leads so you can smoothly convert them to paying clients. With this bundle, you’ll know right where you stand and what next step to take.

Onboarding a new client can be a time-consuming and tedious process. This bundle allows you to start on the right foot without missing a step.