Category: Bookkeepers

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…

$975.00

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…

$47.00

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,…

$47.00

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…

$197.00

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…

$97.00

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.

$47.00

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.

$97.00

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…

$97.00

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…

$97.00

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…

$597.00

Save yourself from drafting all the templated emails you need to run your accounting or bookkeeping business. These email templates give you all the content you need to quickly copy…

$47.00

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.…

$129.00