The Client Onboarding Kit for Bookkeepers

Built for bookkeepers, solo accountants and small practices who want every new client to start smoothly, send what you need on time, and stay for years.

Everything here is copy-and-paste ready: a welcome email sequence, a document request checklist, software access steps, a client intake form, a chart of accounts setup checklist, a cleanup project scoping template, and a “what I need from you each month” one-pager. Adapt it once, then reuse it for every new client.

What’s inside:

• The onboarding process at a glance

• The welcome email sequence

• The document request checklist

• Software access: steps and tracker

• The client intake form

• Chart of accounts setup

• Cleanup project scoping

• The monthly “what I need from you” one-pager

• Checklists and trackers