Category: CPAs

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

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

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