Category: Workflows

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 fancy bookkeeping software required.


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 follow-ups because you need more information.