Bookkeeper Client Onboarding Kit

Nine editable onboarding templates for bookkeepers setting services, collecting records, configuring accounts and establishing clear recurring reporting.

What is included

✓ New Bookkeeping Client Intake Form
✓ Bookkeeping Services & Scope Worksheet
✓ Financial Accounts & Software Setup Form
✓ Document Request Checklist
✓ Prior Records & Bookkeeping Status Assessment
✓ Client Communication & Reporting Preferences Form
✓ Month-End Information Request Checklist
✓ Bookkeeping Onboarding Completion Checklist
✓ Client Onboarding Progress Tracker

$39 CADGet this collection →

Pay once and use the files within your own business or team. Redistribution or resale is not permitted.

Before you buy

Good to know.

How do I receive the files?+

After secure checkout through Lemon Squeezy, you receive immediate download access to the files in this product.

What software do I need?+

DOCX files work in Microsoft Word or compatible word processors, XLSX files in Excel or compatible spreadsheet apps, and PDFs in standard PDF readers.

Can I customize and reuse the templates?+

You may adapt editable files and reuse the purchased templates within your own business or team.

Can I share or resell the files?+

No. Your purchase is for use within your own business or team. Redistribution, sharing as template files, and resale are not permitted.

Checkout

Secure payment and instant delivery.

Purchase Bookkeeper Client Onboarding Kit securely through Lemon Squeezy.

Buy now — $39 CAD →