Consultation with Chief Number Nerd! You have the templates and workflows you need, but want some help customizing them. Heather, chief Number Nerd, can help you work through your systems…

$525.00
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Convert your clients payroll to QuickBooks Online with ease. This bundle gives you both the checklist needed for you as well as the questionnaire that allows your clients to pass…

$199.00
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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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