Category: Bookkeepers

Solopreneur Template Starter Kit for the Bookkeeper

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 use these templates on a daily basis with my own clients and I love sharing my templates with other small business owners. Save yourself time from creating your own workflows and email templates from scratch and use this bundle of (21) templates to jumpstart your bookkeeping business.


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, this lead capture form and response email is a huge time-saver when meeting with new leads.


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.


All Things Bookkeeping

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. With all the necessary task lists and workflows you need to get started, you’ll save loads of time from Day One. Implementing these workflows can help ensure your financials are in order at the end of the year so you can focus on next year’s goals.