The Ultimate Bookkeeping Workflow and Template Kit
This Template Kit helps non-bookkeepers set-up a weekly, monthly, quarterly and annual bookkeeping system. The kit provides the templates and checklists you need to get your bookkeeping handled - no…
Solopreneur Template Starter Kit for the Bookkeeper
When I got serious in my business, I created these workflows and email templates to make me more efficient and organized. I’ve been tweaking and perfecting them ever since! I…
Process Payroll Workflow
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…
Lead Form for Website (Questionnaire + Email)
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,…
Payroll Service Engagement Letter
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…
Gusto Payroll Setup Workflow (Conversion to Gusto)
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…
New Lead Workflow
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.
On-Board New Client Workflow (For use in CRM or Workflow Software)
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.
New Client (Initial Review Workflow)
Impress your clients starting on the first day with this bundle of onboarding workflows and templates. You’ll save time and money for both you and your clients and prevent needless…
Gusto Payroll Setup Workflow (No Previous Payroll)
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…
All Things Payroll
If you work with different clients on different payroll and bookkeeping systems, it’s time to streamline the process with compatible workflows. This bundle allows you to do just that, with…
All Things Email
Save yourself from drafting all the templated emails you need to run your accounting or bookkeeping business. These email templates give you all the content you need to quickly copy…
