Description
The complete starter system for an independent bookkeeping practice. This bundle includes both the New Client Onboarding Kit (intake questionnaire, document checklist, services agreement template, 4-email welcome sequence, and 30-day onboarding checklist) and the Month-End Close & Client Communication Kit (a repeatable close checklist plus 6 ready-to-send client email templates). Buy both together and save $9 compared to purchasing separately.




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