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…

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…

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…

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.

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…

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…

Grab this bundle of templates and workflows, and be ready to set up shop as a bookkeeper, you’ll be able to stay on top of your financials all year long.…