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BooksAtHand

Done-for-you digital templates, checklist, guides & more✨

The Client-Winning Kit for Bookkeepers

The Client-Winning Kit for Bookkeepers

$10

Built for bookkeepers, solo accountants and small practices who want better clients, at better fees, with less awkwardness.

Everything here is copy-and-paste ready: a discovery call script, a client fit scorecard, a proposal template, an engagement letter template, and a pricing and packaging guide.

Set aside one afternoon to adapt it to your practice, then reuse it for every new client.

What’s inside:

  • The client-winning process at a glaThe discovery call: prep, structure, script, and questions

  • The client fit scorecard

  • Handling objections

  • The proposal: structure, template, and follow-up sequence

  • The engagement letter template

  • The pricing and packaging guide

  • Checklists and trackers



Grab Your Client Winning Kit

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