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…

$129.00
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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…

$99.00
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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,…

$159.00
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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…

$350.00
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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.

$350.00
Purchase

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.

$350.00
Purchase

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…

$199.00
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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…

$199.00
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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.

$99.00
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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.

$269.00
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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…

$199.00
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