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.


  • Comprehensive new lead questionnaire
  • Lead response email template
  • Step by step workflow for new leads
  • Email templates for follow up with new leads
  • New client onboarding workflow (for use in CRM or workflow software)
  • New client to-do list
  • Email template to send client to-do list
  • New bookkeeping clients folder templates
  • Hubdoc setup email template + screenshots
  • The Boss’s To-do’s – monthly, weekly + daily to-do lists
  • Annual + quarterly bookkeeping workflows
  • Weekly + monthly bookkeeping workflows
  • Referral Thank You + Introduction to New Lead email
  • QBO Pro Advisor Website Lead Response email
  • Nice to Meet you at Event email
  • Testimonial Request email template


These workflow, questionnaire, to-do, and email templates give you all the content you need to quickly copy and paste, then customize, to meet your own business’s needs.

To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.