Consulting with Heather
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…
QuickBooks Payroll Setup Workflow (Conversion to QuickBooks)
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…
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…
New Client Additional Services Options (Questionnaire)
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…
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…
Bookkeeping Engagement Letter
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.
Cleanup & Recreation Engagement Letter
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.
On-Board New Client (For use with Cloze + 17hats)
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. This was specifically written and…
New Lead Workflow (For use with Cloze + 17hats)
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.
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…
QuickBooks 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…
