New Client Onboarding Kit

$27.00

A repeatable system for bringing on new bookkeeping clients — intake questionnaire, document checklist, services agreement template, a 4-email welcome sequence, and a 30-day onboarding checklist.

Category: Bookkeeper Resources

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Description

A complete system for bringing on new bookkeeping clients — includes a client intake questionnaire, a document collection checklist, a bookkeeping services agreement template, a 4-email welcome sequence, and a 30-day onboarding checklist so nothing slips through the cracks.